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Vantage Point Volume 4

In August 2021, I received an invitation to provide feedback on the new Salesforce print magazine, Vantage Point. I was so excited to share how impactful I felt the first issue was; the issue’s focus on Teaming arrived at the perfect time for our practice, and I was so curious to learn that Salesforce, a cloud-based organization, was producing a print magazine.

The magazine just feels good – the paper has such a nice weight and texture to it.  The articles are thoughtful, interesting, and immediately actionable for executives, and I love the random margin notes sprinkled throughout that act as an amplification of the articles within.

Last month, I received the fourth issue, The Trust Issue. I read the TOC and immediately jumped to the articles that stuck out to me most: Cracking the Happiness Code, and Business School Mythbusters. (And I’m not ashamed to admit the next thing I did was head to the photo hunt, themed around Astro, Codey, and friends. Fun!)

There was a QR code with an invitation to share a subscription with my friends, and so, that’s what I’m doing here.  I haven’t been this excited about a magazine since perhaps the days of Sassy and Jane (IYKYK).

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!  – Shannon

Salesforce research

User Adoption Research: Details from my PhD Research

Literature Search Strategy

One of the primary chapters of a PhD dissertation is the literature review. It’s critical to examine a mass of peer-reviewed literature, but unsurprisingly, I had a heck of a time finding a mass concentrated on CRM user adoption at nonprofit organizations.  Today, I’m sharing with you my literature review search approach:

The literature reviewed for this study gathers seminal and peer-reviewed research from scholars that address the following search terms:

  • CRM Usage at Nonprofit
  • CRM at Small Nonprofit
  • CRM Adoption
  • CRM at Nonprofit
  • Nonprofit Mission
  • Case Study
  • Nonprofit Funding
  • Qualitative Research
  • Change Management
  • Change Management Cloud Software
  • CRM Sales Force Automation
  • Diffusion of Innovations Theory
  • Change Management Theory
  • Adult Learner Theory

On ProQuest and other databases with advanced search options, the following filters were chosen to limit results:

  • Limit search to Scholarly Journals, Books, Dissertations and Theses
  • Limit to Full Text and Peer Reviewed
  • Limit to language of English
  • Limit to publication date of Specific Date Range of Any Month, Any Day 2010 through Any Month, Any Day 2020
  • Publication date to Any Month, Any Day changed to include 2005-2020 and 1965-2020 to capture seminal works

We apply a research-driven approach to all of our methods now, so this research was impactful on our Salesforce practice!

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 Inspector – Import Data from your Salesforce Org

Check back in with the Salesforce team at Cloud Adoption Solutions as they review an incredible tool, the Salesforce Inspector!

Last week, Cheyenne showed you how to export data from your Salesforce org in this video, and this week she shows you how to import data using the Salesforce Inspector Chrome extension on this video. Cheyenne is on the front edge of Salesforce innovation, so her videos never disappoint!

Chrome extensions are a great way to help increase Salesforce user adoption, and get the most out of your Salesforce org; contact us if you’d like to see more!

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

Q:  It’s been awhile since I have been on Trailhead; where should I start?

A: Trailhead is a fun way for business users, admins, developers and more to learn more about Salesforce, either in hands-on challenges or in plain text stories…all with gamification. The sort options have changed recently, which is AWESOME. It really helps you get to the trails or modules that most apply to your relationship with your Salesforce org! Go here and check out the nav bar, which now allows you to sort and filter by newest/most points/quickest to complete, level, product, or role. Quickly find your best module, and happy trails to you!


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

Learn More Salesforce

Content Corner

  • STREAMING:  Listen and watch, or listen or watch – Kid Cudi released an atmospheric album along with an animated Netflix film.
  • MEET THIS SERVICE:  Meet The AppExchange Whisperer, Peter Ganza, who has developed a successful playbook that will take your listing to the next level. Understanding the four areas 
  • APPS WE LOVE: Have you seen the CLOSE app for Salesforce Opportunity management? Download it free from the AppExchange today! 


Special Events

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“O hushed October morning mild,
Thy leaves have ripened to the fall;
Tomorrow’s wind, if it be wild,
Should waste them all.
The crows above the forest call;
Tomorrow they may form and go.” — 
Robert Frost

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.

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