⬇️ Salesforce Scoop ⬇️
What’s New with Salesforce?
Why You Need to Prepare for the End of Process Builder and Workflow Rules
Salesforce has officially confirmed that Process Builder and Workflow Rules will be fully retired on December 31. Beginning in the new year, these legacy automation tools will no longer be supported. That means any critical processes still running on them may fail, break silently, or expose your org to operational and security risks.
If your team has not yet migrated to Flow or rearchitected your automation stack, this is the moment to act. Many organizations underestimate how many hidden or long-forgotten automations are still running behind the scenes, and a single missed dependency can disrupt quoting, approvals, integrations, notifications, or other core business processes.
This change is also a great opportunity to evaluate the broader health of your Salesforce environment. Legacy tools often cluster with other risks like inconsistent permission set design, overly broad access, unused fields, fractured data models, and automations that compete with or override one another.
If you want to understand whether your Salesforce instance is at risk from sunsetting automations, permission set sprawl, unused objects and fields, or weak data governance, —reach out to me at Sam@cloudadoption.solutions about our complimentary Salesforce Metadata Analysis. It gives you a clear, objective view of the health of your org and highlights exactly where to focus next!
There’s a lot of Salesforce news, and it’s hard to keep up! As always, Cloud Adoption Solutions aims to bring the best and most important Salesforce news to you so you don’t have to do all of the work. Keep following along with us and make sure to subscribe to our blog posts for more! – Sam
User Adoption Research: Details from my PhD Research
Literature Search Strategy
One of the primary chapters of a PhD dissertation is the literature review. It’s critical to examine a mass of peer-reviewed literature, but unsurprisingly, I had a heck of a time finding a mass concentrated on CRM user adoption at nonprofit organizations. Today, I’m sharing with you my literature review search approach:
The literature reviewed for this study gathers seminal and peer-reviewed research from scholars that address the following search terms:
- CRM Usage at Nonprofit
- CRM at Small Nonprofit
- CRM Adoption
- CRM at Nonprofit
- Nonprofit Mission
- Case Study
- Nonprofit Funding
- Qualitative Research
- Change Management
- Change Management Cloud Software
- CRM Sales Force Automation
- Diffusion of Innovations Theory
- Change Management Theory
- Adult Learner Theory
On ProQuest and other databases with advanced search options, the following filters were chosen to limit results:
- Limit search to Scholarly Journals, Books, Dissertations and Theses
- Limit to Full Text and Peer Reviewed
- Limit to language of English
- Limit to publication date of Specific Date Range of Any Month, Any Day 2010 through Any Month, Any Day 2020
- Publication date to Any Month, Any Day changed to include 2005-2020 and 1965-2020 to capture seminal works
We apply a research-driven approach to all of our methods now, so this research was impactful on our Salesforce practice!
WANT EVEN MORE INFO on this critical CRM user adoption research? I have a journey built that you can follow if you click here. Or, shoot me a message to have us help you develop your adoption strategy. – Shannon
Tips on YouTube
Salesforce: CAS Come and See Videos
Salesforce Trailblazers We Love: Justin Dux
The Salesforce Ohana is truly something special and this month’s Youtube Highlight showcases exactly that! Join us as our very own Katie McAfee introduces you to an extra special Trailblazer, Justin Dux! Follow along as he shares how he got started in the Salesforce ecosystem, his favorite Salesforce resources, the best-kept Salesforce secret, his Salesforce prediction, and MUCH more! Watch now and join the conversation!
Let us know if you have any requests for our next CAS Come & See Video!
To watch this video click here!
INTERESTED IN SEEING MORE?
Cloud Adoption Solutions puts out great Come-And-See videos on YouTube, so subscribe to our channel to stay in the know! Watch as the team shows new trends, shows instructional videos, and keeps you up to date on all things Salesforce. Subscribe to never miss a thing: we show you something new every week. – Sofee
Advice from an Expert
Send your Qs to info@cloudadoption.solutions
Q: “What are Dreamin’ events and how do I get started and involved?”
A: This is a great question, because when a lot of us start in the Salesforce ecosystem we are flooded with a new vocabulary. It’s almost like a club with some cool members-only passwords!
A Dreamin’ event is a place for Salesforce enthusiasts, business users, consultants, partners, and most specifically admins, developers, and architects to meet and share ideas! A Dreamin’ event is exactly what it sounds like: an event where people can dream up new ideas and ways to collaborate.
These events are everywhere, from small rural communities to large cities; you can basically find a Dreamin’ event anywhere. Typically, they are run by a group of awesome people who just want to find a way for like-minded experts to hold some sessions and share ideas.
If someone wants to get involved with a Dreamin’ event it couldn’t be easier: just ask! These events are typically very volunteer-based, so don’t be afraid to reach out and get involved. Check out the comprehensive list of events that our friends at Elements.Cloud put together!
GOT MORE QUESTIONS?
Send them to us at info@cloudadoption.solutions! Who knows; you may end up as our featured questions of the month! – Andrew
Content Corner
- STREAMING: Get ready for explosive entertainment with “The House of Dynamite,” a thrilling new release on Netflix that promises to keep you on the edge of your seat! This action-packed drama delves into the lives of a group of individuals whose destinies are intertwined in the most unexpected ways. With its dynamic storytelling and intense plot twists, this is a perfect watch for anyone craving an adrenaline-fueled viewing experience!
- APPS WE LOVE: Discover “Habitica,” a unique productivity app that turns your everyday tasks into a fun, game-like experience. Habitica gamifies your task management by transforming your to-do lists into little monsters you need to conquer. As you complete tasks and maintain self-discipline, your progress in the app increases, making productivity feel like an adventure. Available for free, Habitica is a fantastic way to spice up your productivity journey!
- TRAILS WE LOVE: Embark on a transformative journey with the “Design and Implement AI Agents with Agentforce” trail! This engaging Salesforce Trailhead experience guides you through the process of creating and deploying AI-driven agents to enhance customer interactions and streamline operations. Perfect for professionals looking to harness the power of AI, this trail covers essential topics such as designing intelligent agents, implementing them effectively, and measuring their impact. Whether you’re new to AI or looking to refine your skills, this trail offers valuable insights and hands-on experience!
WANT TO BE A GUEST COLUMNIST?
We’d love to feature your hot take on Salesforce on our blog, YouTube channel, or both! Email us and let us know your idea! – Shannon
Special Events
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- 12/4/2025, London: Agentforce World Tour London
- 12/10/2025, New York City, NY: Agentforce World Tour New York
- 2/2-5/2026, Orlando, FL: SCOPE
HAVE AN EVENT TO LIST?
We’d love to share! Email us and let us know the details!
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Contact us with your Salesforce challenges at info@cloudadoption.solutions – we love to help! Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.
