In the Call to Action action in the Rules Engine, it would be admin friendly (and reduce confusion/support cases) if we could default a few fields differently than they're defaulted today.
1) Post update to Chatter = Never (customer has to opt-IN)
2) Post update to Comments = Once (that way admins don't end up repeating CTA comments by accident)
3) Include in Identifiers = True
New admins are frequently confused by these options as they're not intuitive, and it would lessen admin ramp time / support burden to default these to more typically used options.
Default Fields on CTA Action to Admin-friendly Options
None
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Yes, yes, 100% yes to this!
Love this idea
I could have sworn something like this had been posted before but I cannot find it via a quick search. But yes I agree this trips me up more often than I would like to admit.
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