⬇️ Salesforce Scoop ⬇️
What’s New with Salesforce?
Summer ’25 Highlights
The Summer ’25 Release is here, bringing powerful enhancements designed to help teams work smarter and deliver better experiences across the Salesforce ecosystem. Whether you’re on the Sales, Service, or Platform side of the house, this release is packed with tools to boost productivity, improve AI integration, and enhance overall usability.
One of the standout themes this summer is AI everywhere. Einstein Copilot continues to expand, offering more natural language-powered actions—from generating pipeline summaries to creating email drafts. Copilot is now deeply embedded within Salesforce apps, enabling users to interact with their data in more intuitive ways. Also worth noting: admins can now more easily configure Copilot behaviors using the new Copilot Builder—no code required.
In addition to AI, Data Cloud and automation get a serious upgrade. You can now use Data Cloud segments in Flow, making it easier to trigger journeys and processes based on customer behavior in real time. And with enhancements to Flow Builder, teams can build faster and with fewer clicks thanks to improved UI and reusable logic components.
There are also big wins for platform customization and user experience. Dynamic Forms are expanding to more standard objects like Activities and Cases, giving admins more control over layout and visibility. Plus, Permission Set Groups can now include expiration dates—making temporary access easier to manage and reducing long-term risk. These small but mighty changes can have a big impact on security and user adoption.
If your Salesforce instance could use some love, reach out to the experts at Cloud Adoption Solutions. From untangling outdated automation to implementing the latest AI features, they handle everything you need to bring your systems to the next level.
Contact Sam@Cloudadoption.solutions for a complimentary assessment of your current Salesforce org or explore what sales and marketing technologies meet your company’s budget and needs.
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
Diffusion of Innovations Theory
Qualitative research: it sounds scary, right? With quantitative research, you use assessments, you get responses, you find numbers, you draw conclusions, wipe, wipe, CLAP.
After I conducted all of my interviews about CRM user adoption, the responses had to be coded for evaluation. One of the most interesting tables was on “Suggestions for Improvement,” which, let’s be honest, we all want to have in order to make Salesforce better!
The Selective Code of “Suggestions for Improvement” had Axial Codes of:
- Make CRM more user friendly
- Connectivity with other systems
- Capacity building
and then within those Axial Codes, they had Open Codes. For example, the “Make CRM more user friendly” Axial Code had Open Codes of:
- Easy to navigate
- Problems in batch entries
- Reducing number of steps
- Understandable titles
Do I suggest you need to go this deep with your Salesforce users…? Not necessarily. But understanding WHY they’re not adopting Salesforce, or what would make them adopt it prior to implementing an entire new system, feature, or process, will certainly aid in overall user adoption.
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
Welcome to the Scaredy Cat Database!
We have a fun and insightful video in store for you! Follow along as Katie McAfee introduces a tool designed to help you enjoy shows and movies without encountering your phobias. This database categorizes content by phobia and genre, allowing you to safely explore new titles. Plus, you can contribute by adding shows and providing gentle descriptions for fellow viewers with phobias. Dive in, explore, and help us create a phobia-friendly entertainment experience!
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 Salesforce partners? How can I tell who is the right fit for my company?
A: The short answer is; not a lot!
Most partners are pretty similar! We are all connected through our goals of helping our clients have the best experience with their Salesforce org as possible.
The big differentiator? What is that partner’s focus! Most Salesforce partners have a specific focus or area of focus that they prefer or have the most experience in. For us at Cloud Adoption Solutions that’s Life Sciences and regulated industries. When looking for a partner be sure to look at the app exchange to see what kind of companies and projects they have worked on the most!
Another difference is in process. A lot of partners have different styles and processes that they prefer to follow. The best advice is to meet a few and see how they work with your visions and goals. This will ensure the best fit!
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: Don’t miss the buzz around “The Diplomat,” a gripping new political drama that just premiered on Netflix! Follow the journey of a seasoned diplomat navigating high-stakes international negotiations while balancing complex personal relationships. This series offers a thrilling blend of political intrigue and human drama, making it a must-watch for anyone who loves a smart and suspenseful story. Stream it now on Netflix!
- APPS WE LOVE: Elevate your productivity with the “Notion” app! Whether you’re organizing your tasks, collaborating with a team, or planning your next big project, Notion offers a versatile platform to help you stay on top of it all. Available on both the Apple App Store, it’s a must-have tool for anyone looking to streamline their workflow!
- TRAILS WE LOVE: Embark on the “Solve Complex Challenges as a Salesforce Admin” trail to solve the greatest challenges for a Salesforce Admin. You’ll learn how to build apps with design in mind, manage projects with ease, tackle implementation challenges, and explore coding essentials. Check this one out NOW!
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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- 6/19-21/25, Raleigh, NC: Dreamin’ In Color
- 6/26/25, Boston, MA: Agentforce World Tour Boston
- 7/11/2025, Salesforce and the Life Sciences Virtual Group Meeting, The Art of Discovery: Salesforce Consulting Wisdom from Brian Murphey
- 7/16-18/25, Minneapolis, MN: Midwest Dreamin’
- 9/15/25, Philadelphia, PA: Life Sciences Dreamin’ (pre-DPHARM & BioTechX)
- 9/28/25, Orlando, FL: Life Sciences Dreamin’ (pre-SCRS)
If you’re interested in keeping up with all of the Salesforce events, our friends at Elements.Cloud now have a live listing – with the ability to filter by type and location.
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.
