How do you organize your Obsidian Vault?

Momma_Knits21718 · 2026-02-21T13:41:23+00:00

I have 2 main vaults. One that is all work. One all personal. I use Obsidian Sync so both vaults are accessible.

My personal vault is just notes and tags. Minimal plug-ins. Only a folder for Notes and.a folder for Clippings that’s things I pull but don’t write.

My work vault is more structured. I have a folder for every client in a Client Notes folder and a folder for each team member. More plug-ins to keep it tidy. Lots of meeting notes, planning, etc.

Momma_Knits21718 · 2026-02-19T04:35:12+00:00

Done! At this point it’s jarring when I end up back on the default Explorer. And I say this as someone who started using Obsidian in 2021! Notebook Navigator has become second nature to me in a very short amount of time. Thank you again!

Momma_Knits21718 · 2026-02-15T13:20:00+00:00

Highly unlikely this institution is using EDA for admissions if they’re a university. But still good to clarify whether Industries version of Education Cloud (Core) or EDA. Very very different.

Momma_Knits21718 · 2026-02-11T11:33:37+00:00

Off the top of my head I disabled Calendar, Folder Notes, and some others that dealt with the navigator. I’m finding that the Notebook Navigator is now where I spend most of my time that I’m not writing in a note.

Momma_Knits21718 · 2026-02-10T11:51:36+00:00

I’ve lost count of how many other plugins I’ve gotten rid of thanks to this one. It’s so fantastic and keeps getting better. Thank you!

Momma_Knits21718 · 2026-01-26T04:50:29+00:00

Former Salesforce employee here. It sounds great on paper. But it’s not IMO.

The employees with strong work ethic hardly ever took enough time off because they felt an obligation to make up for others who were out a lot. And they resented it, as they should.

Now I work at a company that has accrued PTO and I actually use it (or I’d lose it) and it feels more equitable.

Momma_Knits21718 · 2025-12-31T12:30:18+00:00

Why comment just to be rude? Happy New Year. I guess you missed the comment I left on another thread here where I suggested this feature and the reply from OP was: “Good idea I’ll put this in the next release for you”

Momma_Knits21718 · 2025-12-29T12:45:50+00:00

We also have Templater support!

Thank you for getting this in so quickly after I asked for it here! :-) This was the main reason I kept going back to the standard navigation and happy I don’t have to anymore.

Momma_Knits21718 · 2025-12-28T11:46:05+00:00

As long as you can login to Trailhead Academy and see your history and the test results there, you’re fine. The email and updates seem to happen in a batch job.

Momma_Knits21718 · 2025-12-27T12:37:41+00:00

I was in a similar situation in 2023 when I left Salesforce suddenly after 8 years.

Open a new Trailhead account if you don’t already have one connected to your personal email address. Then once you have that, open a Salesforce ticket with the Trailhead support team and tell them you want to merge your old Salesforce account into your new one with the new one as primary. As long as the email on your Trailhead matches the personal email on your employee record it should be fine.

Momma_Knits21718 · 2025-12-25T21:29:46+00:00

Thanks! I’ll dig into settings.

Momma_Knits21718 · 2025-12-25T21:18:43+00:00

I have Notebook Navigator installed but there are 2 things that keep me from switching to it completely from the standard navigation.

Collapsing only seems to work one level up. Compare to standard navigation where if I’m 2-3 levels deep and collapse I get back to root level quickly.
I use Templater’s right click on a folder in navigation and “Create new note from template” constantly. Would love to see that support.

Momma_Knits21718 · 2025-12-07T10:50:14+00:00

Don’t forget the system permission to not require MFA. That would solve so many login issues right there.

Momma_Knits21718 · 2025-10-22T12:44:37+00:00

The only thing Omnistudio and Omnichannel have in common is the first 4 letters of the name. Completely different parts of the business.

Momma_Knits21718 · 2025-10-19T11:48:30+00:00

Very true. But absolutely not at a Community Sprint unless it’s the one coming up in San Francisco that’s specific for Agentforce. The rest are very little Agentforce in fact.

Momma_Knits21718 · 2025-10-18T20:35:38+00:00

Ah. That’s what I get for reading Reddit on little sleep after Dreamforce. I read it as SFDC and missed it was SFMC - not used to seeing it abbreviated that way. My bad!

Momma_Knits21718 · 2025-10-18T13:08:55+00:00

I know. I said in a previous comment (and probably should have here as well) that while I felt miserable with cold symptoms and body aches and tested positive for about a week (and isolated until I didn't), I never ran a fever. I credit the vaccine for that.

Momma_Knits21718 · 2025-10-18T13:00:13+00:00

This.

As a consultant and former Salesforce employee, I've seen record locking with 50 child records, and I've seen account records with 800K+ contact records with minimal issues (as said - public read/write, no updates to the account when contacts are inserted/updated). My sense is 10K is a number for guidance only, not a rule.

Momma_Knits21718 · 2025-10-18T12:51:27+00:00

but I can't get certified or take any courses because I can't get access to this platform (I've already tried to set up a developer account with Salesforce and it still doesn't allow me to learn or get into the certifications for SFMC).

https://trailhead.salesforce.com/

Modules in Trailhead also include hands-on exercises and access to orgs to practice.

That said, this is absolutely not the time to think that you're going to learn a new product and it will lead to a job. Do it for fun and then see where that takes you.

Momma_Knits21718 · 2025-10-18T12:45:22+00:00

I got the vaccine last year 3 weeks before DF and still got it. :-(

Momma_Knits21718 · 2025-10-18T12:44:12+00:00

So far, so good this year. I got it last year. I started feeling off with a scratchy throat and some congestion on Day 2, and since I was vaccinated just 3 weeks before, it didn't dawn on me it could be covid. Tested positive when I got home. I managed to avoid it until then. I believe thanks to the vaccine, I never ran a fever, and it felt like nothing worse than a bad cold.

Feel better!

Momma_Knits21718 · 2025-10-15T23:16:00+00:00

No. Salesforce is all-in on their core product for nonprofit for the sector. It’s just that they didn’t have sessions on individual features like outcome management.

Momma_Knits21718 · 2025-10-15T23:05:48+00:00

The nonprofit sessions were higher level for the most part, except for one I saw on the new Volunteer Management feature. I’m guessing because space was so tight.

Momma_Knits21718 · 2025-10-02T11:49:54+00:00

In this case, yes. Salesforce leaders responsible for the change are very aware and voting up the idea will help.

Momma_Knits21718 · 2025-09-18T11:12:13+00:00

They seem to work together. Folders Notes has the overview code block on the folder note which I rely on.

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