Salesforce Scoop

What’s New with Salesforce?  

Salesforce and Generative AI

Salesforce continues to embrace the AI revolution, announcing Marketing GPT and Commerce GPT to their burgeoning lineup of AI products. The two will utilize Generative Artificial Intelligence capabilities in tandem with real-time data from Data Cloud to transform how companies connect with their customers. 

Marketing GPT will enable marketers to generate personalized and relevant emails across every touchpoint automatically. They can improve their targeting using AI-driven recommendations, reduce their writing workload, and improve their Marketing ROI.

Meanwhile, Commerce GPT will use Data Cloud data to enable companies to customize the experience at every step of a buyer’s journey.  Users will be able automate growth and conversion strategies and maximize merchant productivity. Commerce GPT will help businesses set goals and targets and then provide recommendations for meeting them. 

Also – Life Sciences companies and professionals looking to learn best practices for using Salesforce and other Sales and Marketing technologies, in addition to leveraging these exciting, cutting-edge tools like generative AI, should head down to sunny Fort Lauderdale, FL, August 24-25 for an incredible 2-day beachside conference extravaganza, Life Sciences Dreamin’! 

We are thrilled to announce our two keynote speakers, Fatima Paruk, MD, MPH – SVP & Chief Health Officer, Salesforce, and J. Cris Salinas, MD – Global Head, MedTech Advisory and Innovation, Salesforce! 

These titans of the Life Sciences will be joining dozens of other industry leaders who will be presenting and providing tons of actionable insights! Visit our event website for a complete list of speakers and sessions, to register for the event, or to inquire about speaking or sponsorship opportunities. 

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

 Studying Salesforce Academically – and then Putting it into Practice

When you write a dissertation based on qualitative research, you have to create (and have approved by an IRB) an interview protocol. One of the most critical questions I asked my study participants about their CRM User Adoption was:

Do you use a CRM governance committee structure?  

  • If so, who is on that committee?  
  • How often do they meet?  
  • Is there a set agenda?  
  • Who takes action on any outcomes?

Participants gave wild responses, ranging from a formal governance committee to an unclear governing structure. 

  • There is an internal committee at the organization that manages the database, and it’s mostly the team that kind of owns that.
  • The person that oversees it is our sales manager.
  • 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.

You can almost HEAR the stuttering in that last response, right?

If you don’t have a governance committee in place, there’s a great Trailhead module that helps give info on the how and why (and the people/process/technology triangle that made up so much of my PhD research is even depicted! Win!)

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 Stage Tracking: CAS Come and See Video

If you’d like to know the time and the date that a record enters a specific stage, you can use Salesforce Flow to build a stage tracker or a status tracker.  Join Malik as he shows you the why and the how to use Salesforce Stage Tracking.  Join Malik as he shows you how!

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


Advice from an Expert

Send your Qs to

Q:  How do I ensure that my Salesforce is up to date and operating at its best ability?

A: This is a pretty common question! A lot of executives and companies know what they need out of their Salesforce org, but aren’t always sure that outside of those specific requirements that their data is clean, and their Salesforce is running as it should, and that they’re taking advantage of ALL of the things that Salesforce has to offer!

We always recommend the easiest way to check with our Salesforce Gap Analysis. It’s free and easy, and highly recommended for checking every couple of quarters.  We combine your Optimization report with Elements.Cloud and then apply our knowledge of best practices to give you a health score to show you where your critical needs are – and many you can fix yourself!

What it does is check in your Salesforce org for issues, duplicates, bugs, you name it! Checking integrations and updates, ensuring that everything is working smoothly and properly and making suggestions about necessary steps to make Salesforce more effective. The best part is its speed and accuracy. 

To check it out click here! Hope this helps you stay on top of your org!

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! – Andrew


Content Corner

  • STREAMING:  “The Dropout” is based on Elizabeth Holmes and Theranos, and is a tremendous tale of wild ambition. Amanda Seyfried takes on an incredible transformation to play the infamous youngest self-made female billionaire.
  • BANDS WE LOVE:  Jane Blonde and the Goldfingers, the Bay Area’s hottest pop dance band, are not only the headliner for the Life Sciences Dreamin’ Beach Bash, but you will 100% recognize a Salesforce key thought leader in the band…guess who!
  • TRAILS WE LOVE: Mindful Living is a great Trail that will help you to take a few moments to yourself – and who doesn’t need that?
  • WANT TO BE A GUEST COLUMNIST? We’d love to feature your hot take on Salesforce! Email us and let us know your idea!

Special Events


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


“To read a poem in January is as lovely as to go for a walk in June.” —  Jean-Paul Sartre


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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.


Targeted guidance for sales interactions in a clear, easy-to-read format with help text reminders

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The ONLY Conference for Sales, Marketing, RevOps, and Commercial Executives in the Life Sciences Industry.

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