Insights
Notes from real Salesforce and Odoo projects
Each article comes from a problem solved on an engagement: what went wrong, why, and what fixed it.
Synced email copies can hijack Odoo’s reply routing
Storing a copy of an email on a contact in Odoo can pull customer replies away from the order or ticket they belong to. What to avoid when building an email sync.
Nov 12, 2026, 9:43:02 AMOne checkbox on a Field Service project can unlink hundreds of records
Unchecking Billable on an Odoo Field Service project cleared customers and sales order links from its tasks and timesheets. Re-checking it restored nothing.
Nov 12, 2026, 9:43:00 AMThree gaps in Odoo CRM for teams that live on leads
Odoo CRM is built around opportunities. Where leads, time-in-stage and stale alerts fall short, and what a custom module can add without forking the standard app.
Nov 12, 2026, 9:42:59 AMYour Flows deployed to production. They are not running.
Active Flows arrive in a production org inactive by default. How to tell, the setting that changes it, and what to assert after every deploy.
Nov 12, 2026, 9:42:58 AMThe missing flag that lost every portal learner’s progress
An Odoo controller worked for staff and returned an error for every portal user. The cause was one missing argument, and the tests could not see it.
Nov 12, 2026, 9:42:57 AMQuestions to ask before you turn on Omni-Channel
Omni-Channel solves a routing and workload problem. A short discovery checklist to find out whether you have that problem.
Nov 12, 2026, 9:42:55 AMCPQ quote templates will not follow your custom lookups
Why merge fields through a custom lookup print as literal text on a Salesforce CPQ quote, and three ways to get the value onto the document.
Nov 12, 2026, 9:42:54 AMLarge uploads that crash Odoo.sh workers, and how to store them anyway
A 480 MB video killed the worker that received it. Why Odoo holds whole files in memory and a streaming approach that keeps memory flat.
Nov 12, 2026, 9:42:53 AMTwo silent failures on a public Experience Cloud page
Guest users could not attach files to a case, and a delete button had never worked. Neither raised an error anyone saw.
Nov 12, 2026, 9:42:51 AMChanging a scoring rule re-scores everyone. Completion actions do not.
Account Engagement has two scoring mechanisms that add together. Changing one recalculates history and the other never does.
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