Amy_Goldfine

Oooh yes, look up Universal Tokens, they're great.

Yes, document, document, document. We also have a "changelog" where you have to log every time you change an operational program or database smart list, including why you made the change. Saved me quite a few times.

100% agree with Grace on naming conventions. They will keep your instance clean and make it much easier to scale. For example, we just added scoring for nurture emails only, and I am confident that all nurture emails start with "LN" so I can score on "clicks link in email, email starts with LN".We a...

Our SFDC Admin sometimes renames the friendly label of a field, and then it has a different name in Marketo, which can be really confusing. They changed "Lead Status Reason" to "Closed Status Reason" and I have to think about which is the "real" (SFDC) name when talking to people or writing document...

Meg makes a good point - I can't really tell how user permissions are going to affect a user until I change something and they tell me that they don't have access to something they need to access!

Hi Vikram,Audit Trail: It's hard to articulate the frustrations with Audit Trail. I recommend logging into an instance's Audit Trail and try to pull some reports. I don't think it needs a complete design overhaul, probably just fixing some bugs in the way picklists are displayed and how it scales/re...

I very much appreciate all the controls in Admin! A couple issues:Audit trail is really an unfriendly UI. It's very clunky, it's hard to pick from the dropdowns, and it's often hard to decipher what actually changed.My #1 issue is that Field details can only be seen by Admins! I have plenty of peopl...

I would love to hear about if/how Vidyard or other video platforms enable closed captioning for people who are hard of hearing. Captions are also great for people who are not hearing impaired when you can't put the sound on.

Wow, I never thought about all the different functions behind the scenes that enable support!

Yes! I think this is something that needs be be emphasized for new users, it's not totally intuitive and can really trip you up!