SalesForce Model

Salesforce Scoop

What’s New with Salesforce?  

Salesforce Spring Release ‘23 – Here’s what’s new!

Salesforce released a breakdown of highlights of the Spring ‘23 release! As the product release preview for 2023 is now live, Salesforce takes the time to review some of the highlights, as there are plenty to be aware of that most likely impact your org and the way you use it.

Six large changes are coming to Salesforce, which is on par with their usual programming. These changes are touted to continue to expand user capabilities and adoption, as well as improve account health and overall integrations.

Spring Release is coming fast; to see the full breakdown, click here!

As always follow us on social media to keep up to date with all Salesforce release changes and news!


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! – Andrew




Salesforce research

User Adoption Research: Details from my PhD Research

Diffusion of Innovations Theory

Rogers, in the Diffusion of Innovations Theory (1962), explains how innovations take hold in a specific field or population, whether that innovation is an idea, object, or process or behavior.  Rogers defines diffusion as “the process in which an innovation is communicated through certain channels over time among the members of a social system” (Rogers, 2003, p. 5).  Rogers outlines five key stages in technology adoption:  innovators, early adopters, early majority, late majority, and laggards.  Researchers have evaluated the seminal Diffusion of Innovations Theory in combination with other theories, such as the Technology Acceptance Model (Davis, Bagozzi, & Warshaw, 1989) in order to evaluate how innovations are accepted and adopted and by whom in organizations and specific industries (Boakye, McGinnis, & Prybutok, 2014).  Modern studies on adoption and the diffusion of innovations theory have correlated workforce issues and delays and expensive failures to the lack of adoption in healthcare (Myers, 2010).  

If you 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 Validation Rules: CAS Come and See Video

This month we have a great installment in the CAS “Come and See” lineup from one of our very talented Salesforce experts Malik!

Do you want to make sure that your users in your Salesforce org are filling out the fields that you need them to fill out? Validation rules go beyond the simple “required” field, and help to keep your Salesforce data clean and correct. Join Malik as he shows you the how and why of validation rules.

To watch this video, click here!

Interested in seeing more? Cloud Adoption Solutions has committed to launching videos on Youtube at a much higher rate this year, 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. – Andrew

Expert Salesforce Advice

Advice from an Expert

Send your Qs to

I’m looking for more ways to automate Salesforce since I can’t hire any more FTEs for awhile – any ideas?

A: Whether you are looking for ways to save time for your team or ways to improve and streamline their work day, digging in to the “art of the possible” for automation in Salesforce is super worthwhile! Your email came just in time, as we recently hosted an incredible session that is full of inspiration on how to use automation in Salesforce.

Check it out to see some ideas on how to drive clear and clean pipeline and forecasting for both opportunity management and board reporting, business development interaction and management in Salesforce, and optimizing Salesforce to allow the system to detect signals in the commercial approach which can be solved by Salesforce automation.


If you have specific questions about Salesforce, let us know – we’re happy to lend a hand.  Hit “reply” to this email and we’ll jump on a Zoom! – Shannon


Exciting News!

We Have More Ways to Help You

Extend Your Marketing Reach

We have in-house experts on WordPress, graphic design, social media strategy and execution, and marketing automation.  We can work with you to identify and outline how to improve your marketing; contact us for a Digital Asset Analysis, a rapid snapshot of your current digital marketing efforts, along with 3-5 actionable suggestions to quickly improve your market reach.  It’s our gift to you!

Optimize Your SalesTech

All of our clients are using systems far beyond just – we provide Admin On-Call (managed services) and projects on sales, marketing, and management tech for many of our clients. Some examples of systems we currently administer are HubSpot, Pardot, JIRA, Conga, PandaDocs, FormStack, Confluence, Boomi, Calendly, Confirmed, Campaign Monitor, Insight Squared,, Zoom, Okta…but the list is at over 60 applications, so contact us if you need support!

DIY TechStack Audit

Tech stack audits can help to identify vulnerabilities, areas that need improvement or aren’t currently being addressed, unnecessary or required redundancies in tech capabilities, out-of-date applications, new and improved entries to the market, and more.  Click here for your complimentary tool to do your own assessment.



Content Corner

  • STREAMING:  Yes, you loyal readers know we LOVE Hidden Brain – and we love even more when they have Robert Cialdini on to talk about Influence and Persuasion. Check out this podcast. (Shannon loves Cialdini’s research so much she applied it to Salesforce Administration for CenCal Dreamin’.)
  • APPS WE LOVE:  Ever wish you could run reports on the fields you have in Salesforce? Take a Field Trip! Analyze the fields of any object, what percentage of records have that field populated, and the overall health of your data.
  • TRAILS WE LOVE: Develop Emotional Intelligence is a great trail that explains the four elements of EI, and shows you how to become self-aware, manage emotional reactions, respond to people with empathy, and build skilled relationships.


Special Events

Happy New Year!  And, hey, if you enjoyed this newsletter, please do forward it to a friend, friend, or share it on Twitter or LinkedIn.  We appreciate your support!


“For last year’s words belong to last year’s language. And next year’s words await another voice.”  T.S. Eliot



Check out previous issues for more curated Salesforce scoop – let us do the work for you!   May, AprilMarchFebruaryJanuary, December, November, October and September Contact us with your Salesforce challenges at – 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.

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