Catch The Scoop
Life Sciences Dreamin’ Is Coming Back to Philadelphia
For the past several years, we’ve been building something at Cloud Adoption Solutions that we’re genuinely proud of: a community of life Sciences professionals who take Salesforce seriously. Life Sciences Dreamin’ started as a vision for what an industry-specific event could look like — not a generic Salesforce conference with a life sciences breakout room, but a full day built from the ground up for the people running sales, marketing, and revenue operations at biotech, pharma, and clinical research organizations.
That vision has held up. The events have grown. The conversations have gotten sharper. The network has gotten stronger.
And this October, we’re doing it again!
Philadelphia. October 8th. One Day. No Filler.
Life Sciences Dreamin’ returns to Philadelphia this fall — right in the heart of one of the densest biotech and clinical research ecosystems in the country. If you’re working at the intersection of Salesforce and life sciences, this is your room.
The agenda is built for the people actually doing the work: sales leaders, marketing and marketing ops professionals, RevOps leads, and commercial teams navigating the unique compliance, data, and GTM challenges that come with the territory. Expect real speakers, real case studies, great food, and conversations you won’t have anywhere else!
One track. No dilution. All signal.
Early Access Is Open Now
Blind Faith tickets are available right now at just $99! For a full-day conference of this caliber, in this city, for this audience — that’s a number that won’t last. Early Bird pricing follows, and given the size constraints of the venue, these windows tend to close faster than people expect.
If you’ve been to a Life Sciences Dreamin’ event before, you already know. If you haven’t, this is the one to start with.
Three Ways We Can Help
Ready to connect before October? We’re offering two complimentary resources for life sciences commercial teams:
Grab your ticket: Registration is live — don’t wait on the $99 Blind Faith window!
Interested in sponsoring? Life Sciences Dreamin’ brings together a highly targeted audience of sales, marketing, and operations leaders at biotech, pharma, and clinical research organizations. If you’re interested in getting your brand in front of that room, sponsorship opportunities are available. Reach out to learn more.
Complimentary Salesforce Performance Analysis: Not sure if your org is set up to support your commercial team’s goals? We’ll take a look under the hood and give you a clear picture of where things stand — no pitch, just data.
Free Sales and Marketing Consultation: If you’re navigating pipeline challenges, GTM complexity, or just want a second set of expert eyes on your sales and marketing process, we’re here for that conversation too.
Reach out at sam@cloudadoption.solutions to get started on either!
User Adoption Research: Details from my PhD Research
CRM Governance is Critical to Adoption Success
The last sub-theme, or axial code, “Governance of CRM,” was made by combining three open codes. The governance of CRM was an important consideration. Many respondents stated that they have created an internal committee to manage and govern the CRM implementation and adoption issues in the organization.
As one of the respondents stated, “There is an internal committee at the organization that manages the database, and it’s mostly the team that kind of owns that.” One respondent also mentioned that the sales manager is looking after the CRM in their organization. As stated by the respondent, “The person that oversees is our sales manager.” However, one respondent mentioned that their governance structure is unclear, and that impacted the efficiency of the operations at their organization. In the words of this participant: “So you get to that point, you have no governance, there’s no, it was. It’s interesting, because you’re like, we’re a capacity builder, we should know, we should have those systems in place.”
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 Campaign Influence Tutorial: Track Trade Show ROI
Are your trade shows starting to feel like a marketing guessing game?
In this video, Vidya Gordugula from Cloud Adoption Solutions pulls back the curtain on proving trade show ROI. Most organizations invest heavily in live events and capture plenty of leads, but because the actual opportunities are created weeks or even months later, they don’t know exactly how to attribute that revenue back to the event. Salesforce environments rarely stay static, and tracking a long, multi-touch customer journey across time can feel impossible without the right tools in place.
That delayed pipeline doesn’t have to stay hidden. Whether you are hitting a wall trying to prove your marketing spend or just want to ensure your platform is accurately capturing every touchpoint, this video provides the roadmap for configuring Salesforce Campaign Influence and auto-association rules to connect your events directly to closed revenue.
Watch now to learn how to turn your trade shows from cost centers into measurable revenue drivers!
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 is the difference between a Role and a Profile?
A: We have not talked about this yet in the newsletter so thank you!
In Salesforce, a Profile controls what a user can do. It is mandatory for every user and sets their baseline permissions, dictating which objects they can access (like Accounts or Contacts), which fields they can see, and what actions they can perform (such as creating or deleting records). Think of it as a user’s license or toolset within the system.
In contrast, a Role controls what a user can see. It is an optional feature structured like a company org chart (a hierarchy) used to open up record visibility. Users higher up in the role hierarchy automatically inherit access to the data and records owned by the users below them, ensuring managers can easily oversee their team’s data.
Hope this helps! It’s a small simple difference that changes everything!
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: If you are ready for a high-stakes puzzle that makes you look at historical data differently, start streaming “Star City” on Apple TV+! This gripping sci-fi mystery dives behind the scenes of the alternate-history space race. For the operations crowd, the show plays out like a massive forensic audit of a legacy system. It is a tense reminder that behind every successful front-end “launch,” there is a complex, high-pressure network of hidden backend data variables—stream it now on the Apple TV+ Star City Page!
- APPS WE LOVE: If your team is wasting hours manually chasing down inbound leads, routing them to the wrong owners, or fighting messy data syncing errors, you need to check out Default! This inbound revenue automation application qualifies incoming leads, enriches their profiles using live intent data, and schedules them with the right account executive in seconds. It is a brilliant way to patch up a leaky sales funnel and automate data hygiene instantly—explore the tool now!
- TRAILS WE LOVE: To help your team move past the basics and start building actual, practical industry solutions, dive into the fresh Life Sciences Cloud Trailmix on Trailhead! Curated specifically for the medical, pharma, and biotech ecosystems, this learning path teaches you how to move past old-school spreadsheets and securely manage clinical and commercial operations right inside Salesforce. It is the perfect, timely deep dive to learn how to handle patient enrollment logistics and manage strict compliance guidelines—start learning today!
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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- 6/15-16/2026, Denver, CO: Digital Summit Denver
- 6/18/2026, London, UK: Agentforce World Tour London
- 6/22-25/2026, San Diego, CA: BIO International Convention
- 7/9-10/2026, Austin, TX: Texas Dreamin’
- 7/15-17/2026, Minneapolis, MN: Midwest Dreamin’
- 10/8/2026, Philadelphia, PA: Life Sciences Dreamin’ 2026
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.
