Salesforce Blog


  • Shannon Gregg
    CLOUD ADOPTION SOLUTIONS WELCOMES BUSINESS DEVELOPMENT INTERN WALTER BRITTON II and BUSINESS OPERATIONS INTERN CASSY WESTWOOD Cloud Adoption Solutions is proud to announce and welcome Walter Britton II as a Business Development Intern. Walter will be responsible for contributing to marketing and sales as well as developing and maintaining client relationships, driving progress internally and externally for Cloud Adoption Solutions. c) Photography Walter joins as a current student at Point Park University. He is an
  • Shannon Gregg is an amazing platform – so now that you’ve made the investment, how do you get your users primed and ready to get the most out of it? In the “Secrets to Salesforce User Adoption” CAS-cast webcast, we explored the science behind our proprietary ADOPT method, which you can start to use immediately to grow your Salesforce adoption! Here’s the recording of the CAS-cast.  The adoption guidebook and presentation slides are below the video,
  • Natalie Battista
    The old Salesforce for Outlook connector is retiring in December.  You can find if you are using this one by navigating to Setup -> Outlook Configurations to see “Salesforce for Outlook.”  (This is not to be confused with the newer “Outlook Integration and Lightning Sync.”) We have clients who use it, so I am sure that there are plenty of others saying “what do I do now?” My answer is either Outlook Integration with or
  • Andrew Duncan
    Did you know that you can change the name of a Standard Tab or Field in Salesforce? For example, the Contacts tab could be updated to “Client” or “Customer” if that’s the lingo your company uses. You can also change the label of a Standard field such as the Amount field on an Opportunity or the Mobile field on a Contact. These are just a few examples of the power of Salesforce customization! This is
  • Andrew Duncan
    Flownatics, rejoice: Salesforce creates Flow Loop Variables automatically! Some exciting features are coming for flow users with the Salesforce Summer ’20 release. One of these is the auto-creation of the Flow Loop Variable. Previously, users had to manually create a loop variable when creating a loop. It added another step, another variable to the canvas, and often times created confusion if you had more than one loop. Well, not anymore! The loop variable is now

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Cloud Adoption Solutions is a 100% woman-owned, fully registered and certified partner.

Our HQ is in Pittsburgh, PA, and we are also located in Philadelphia, PA; Washington, DC; Asheville, NC.

We work with small and medium businesses in healthcare/life sciences, professional services, and technology sectors.