--- title: Insights | Orbital Objectives description: Notes from an independent Salesforce consultant on Sales Cloud, Service Cloud, Experience Cloud, CPQ, Account Engagement, Agentforce, HubSpot and Odoo. image: https://orbitalobjectives.com/hubfs/oo-social-share.png --- [Skip to content](https://orbitalobjectives.com/insights#main) [rbital bjectives](https://orbitalobjectives.com/) - [Services](https://orbitalobjectives.com/services) - [Our Work](https://orbitalobjectives.com/work) - [About](https://orbitalobjectives.com/about) - [Insights](https://orbitalobjectives.com/insights) [Discuss Your Project](https://orbitalobjectives.com/contact) 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. ### [Nov 12, 2026, 9:43:03 AM 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.](https://orbitalobjectives.com/insights/synced-email-copies-can-hijack-odoos-reply-routing) ### [Nov 12, 2026, 9:43:02 AM One 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.](https://orbitalobjectives.com/insights/one-checkbox-on-a-field-service-project-can-unlink-hundreds-of-records) ### [Nov 12, 2026, 9:43:00 AM Three 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.](https://orbitalobjectives.com/insights/three-gaps-in-odoo-crm-for-teams-that-live-on-leads) ### [Nov 12, 2026, 9:42:59 AM Your 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.](https://orbitalobjectives.com/insights/your-flows-deployed-to-production.-they-are-not-running) ### [Nov 12, 2026, 9:42:58 AM The 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.](https://orbitalobjectives.com/insights/the-missing-flag-that-lost-every-portal-learners-progress) ### [Nov 12, 2026, 9:42:57 AM Questions 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.](https://orbitalobjectives.com/insights/questions-to-ask-before-you-turn-on-omni-channel) ### [Nov 12, 2026, 9:42:55 AM CPQ 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.](https://orbitalobjectives.com/insights/cpq-quote-templates-will-not-follow-your-custom-lookups) ### [Nov 12, 2026, 9:42:54 AM Large 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.](https://orbitalobjectives.com/insights/large-uploads-that-crash-odoo.sh-workers-and-how-to-store-them-anyway) ### [Nov 12, 2026, 9:42:53 AM Two 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.](https://orbitalobjectives.com/insights/two-silent-failures-on-a-public-experience-cloud-page) ### [Nov 12, 2026, 9:42:51 AM Changing 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.](https://orbitalobjectives.com/insights/changing-a-scoring-rule-re-scores-everyone.-completion-actions-do-not) [Older articles](https://orbitalobjectives.com/insights/page/2) Next step ## Tell me what is stuck. 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