Catch The Scoop
Life Sciences Dreamin’ Is Back
Thursday, 8 October 2026. Fort Washington, Pennsylvania, about thirty minutes outside Philadelphia.
Life Sciences Dreamin’ is a one day event for the sales, marketing and operations people who run commercial teams in clinical research and life sciences. The whole day is about one question: how do you actually get the most out of Salesforce and the sales and marketing technology sitting around it?
Not a product roadmap. Not a room full of admins talking about metadata. Real people from CROs, biotechs, site networks and eClinical companies talking about what they built, what it cost them, and what they would do differently.
What the day looks like
One day, one track. Everybody moves through the same material together, so the hallway conversation at lunch is about the session you just watched instead of the four you missed.
This event is a more intimate version of what you loved in 2024, based on your feedback. That is deliberate. It is small enough that you will meet most of the people there, and small enough that you can walk up to a speaker afterward and get a straight answer to your specific problem. We are also running a demo jam with products YOU have been asking about getting time on stage.
Why we are excited about this one
The interest this year has been something else. We started in Fort Lauderdale in 2023, ran Philadelphia in 2024, and spent 2025 doing smaller roadshow events alongside SCOPE and SCRS. Every one of those told us the same thing: this community wants a place to talk shop with people who understand the specific weirdness of selling and marketing in clinical research.
Fort Washington puts us right in the middle of the research corridor between New York and Philadelphia. For most of you, that is a drive rather than a flight.
Speakers and agenda are coming soon. If you own a number, a pipeline, a campaign or an ops function at a life sciences company, this day was built for you.
Click Here to Register and Secure Your Spot Before We Sell Out!
We would love to see you there. If you are interested in sponsoring reach out to Sam@cloudadoption.solutions !
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
The Literature Review Process
The Literature Review process is a challenging and arduous one: the researcher must evaluate hundreds of peer-reviewed publications that tie to the study. The Literature Review Checklist “identifies state-of-the-art knowledge” in a very specific field, and writing a dissertation on CRM User Adoption had not quite been done before (and according to my research, has not been done since).
I found that I excluded way more sources than I included as I was researching literature. This process can be quite lonely, but in my case, it truly made me live and breathe the subject. I know all of you got sick of hearing me talk about it and think through it, but the work was worth it.
Here’s an excerpt from my dissertation:
“Only academic, peer-reviewed literature was evaluated for the purposes of this research study; however, it should be noted that many…organizations will choose a CRM system based not on academic information, but on information provided by CRM vendors and proprietary studies run in support of the software systems. The review of literature section is divided into bodies of literature related to CRM usage at nonprofit organizations and theories regarding CRM user adoption including Adult Learner Theory, Change Management Theory, and Diffusion of Innovations Theory.”
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
Is Bad Code Ruining Your Salesforce Org?
Is your Salesforce instance slowing down, throwing random errors, or taking weeks to deploy simple changes? You might be facing hidden technical debt.
In this video, Katie McAfee from Cloud Adoption Solutions breaks down “the hidden cost of bad code” and reveals how hidden architectural complexity can sabotage your system. She takes you step-by-step through why technical debt accumulates unnoticed, the major red flags to look for—including messy Apex triggers, risky SOQL queries inside loops, and outdated Visualforce pages—and how these issues create a “scalability wall” that halts business growth. Most importantly, Katie shares actionable ways to fix these challenges through bulkification, trigger consolidation, and governance so you can transform your Salesforce org into a reliable, high-performing foundation for growth!
Ready to clean up your Salesforce org and scale without friction? Don’t let legacy code hold your business back, get started now!
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 Process Builder & Workflow Rules retirement, and what should I do?
A: Good question – Salesforce officially ended support for Workflow Rules and Process Builder on December 31, 2025, fully committing to Salesforce Flow as its sole declarative automation engine.
While your existing legacy automations will still run for now, you can no longer create new ones, and Salesforce no longer provides technical support, updates, or bug fixes for Process Builder or Workflows. Relying on them puts your org at risk of unexpected breaks whenever the platform updates!
To get the most out of your org, start by auditing your existing active rules and migrating them to Record-Triggered Flows. You can use Salesforce’s native Migrate to Flow tool in Setup for simple automations, but use this as an opportunity to clean house—consolidate multiple legacy processes on the same object into single, streamlined Flows, test them thoroughly in a Sandbox, and deactivate the old rules in Production.
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 love gritty, high-stakes investigative thrillers that revolve around unearthing hidden networks, add “Lanterns” on HBO Max to your watchlist! Following two detectives unraveling a grounded, dark mystery in small-town America, it is a masterclass in forensic problem-solving. For CRM leads and data architects, it plays out just like auditing a legacy Salesforce org—digging through layers of old metadata, following the trail of broken automations, and piecing together the truth behind your data!
- APPS WE LOVE: If your team is buried in manual data entry or spending endless hours re-keying information from legacy forms, clinical receipts, or PDF statements into your CRM, check out “DocuClipper.“ Powered by high-accuracy OCR, this tool instantly converts unstructured documents into clean, structured CSV files or pushes them right into your systems via Zapier. It acts like an automated intake pipeline for your revenue and ops teams, eliminating administrative friction so your reps can focus on high-value strategy instead of manual transcription!
- TRAILS WE LOVE: With autonomous agents officially taking center stage across the ecosystem, get your team prepped with the “Agentforce Specialist“ guided path on Trailhead. This hands-on learning path walks you through configuring autonomous AI agents, designing custom prompt templates, and testing agentic workflows safely before fall releases hit your live production environment. It is the perfect, timely deep dive for teams looking to boost operational efficiency without destabilizing their core system—get started 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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- 8/26-27/2026, Denver, CO: Mile High Dreamin’ 2026
- 8/31–9/4/2026, Virtual: Biotechgate Digital Partnering
- 9/10,2026, Salesforce and the Life Sciences Group (Virtual)
- 9/15-17/2026, San Francisco, CA: Dreamforce 2026
- 9/30-10/1/2026, King of Prussia, PA: Life Sciences Future 2026
- 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.
