#Salesforce Developer328 discussing

@Nisha Makwana, this can be done with a custom list button with URL parameters. (You might hear this in the Trailblazer Community as a URL hack button.) There's a detailed explanation and example in this Medium article. 

You'll want to create the New Deliverable button in the Good & Service object in Setup. Select the Display Type as List Button and the Content Source as URL. 

Your URL will be as follows:

/lightning/o/Good_Service__c/new?nooverride=1&recordTypeId=XXXXXXXX&backgroundContext={!URLENCODE('lightning/r/Procurement__c/{!Procurement__c.Id}/view')}&navigationLocation=RELATED_LIST&defaultFieldValues=Procurement__c={!Procurement__c.Id},Budget_Line__c={!Procurement__c.Budget_Line__c}

In the URL, ensure that the API name of the Good & Service object is correct. You'll also want to replace XXXXXXXX in the recordTypeId parameter with the actual ID of the Deliverable record type.

Hi Kirst, 

Org consolidation with security separation is a common challenge. Maybe this video on 

metadata migration will be helpful to you. 

There are also out of the box AppExchange solutions built specifically for multi-org consolidation scenarios that can handle metadata migration, duplicate management, and security governance as part of the process. 

If helpful, I'm happy to connect and discuss your specific setup.

Hello Saikat, 

As per my knowledge, Salesforce Mobile App has very limited offline capabilities, especially for custom LWC components. Standard LWCs generally do not work properly in offline mode unless they are built specifically with offline-supported architecture or used within FSL Mobile. One possible workaround could be saving the form progress locally (like browser storage/local storage) while online and syncing once the user reconnects, but native resume behavior in offline mode is not fully supported in standard Salesforce Mobile App. You may also explore using Aura components or custom mobile solutions depending on the requirement complexity. Hope this helps!

@Yurii Hartovanets this is not a product record issue. Seeing the image on the standard Product page does not always mean the Product Catalog/Browse Products component can use it.

For PCM/Browse Products, check the product’s image/display URL setup. If the image is only uploaded as a Salesforce File on the Product record, the catalog component may still show a placeholder. Use a real HTTPS image URL that the component can access, such as a public/static resource URL or an externally hosted image URL.

Also check that the URL opens directly in a browser without needing a Salesforce login. If the URL depends on session access, permissions, or a file preview page, it may work on the record page but fail in the catalog view.

After updating the image URL, rebuild the Product Catalog index. PCM uses indexed product data for browse/search views, so product data changes may not appear until the index is rebuilt.

Hi @Ayesha Nadhia

It can be frustrating when a Flow that looks perfect on paper refuses to fire in practice, especially when dealing with the EmailMessage object. Because EmailMessage interacts with both Enhanced Email and the automated threading engine, it behaves differently than a standard record like an Account or Contact.

Here are the most likely culprits for why your custom "Match Email to Records" flow isn't triggering:

1. The Trigger Conflict

Since you mentioned you also have an Apex Trigger on EmailMessage, there is a high probability of a race condition or an "order of execution" conflict.

• The Problem: If your Apex Trigger finishes processing and the Flow is supposed to run afterward (or vice versa), one might be overwriting the other, or a validation error in the trigger might be silently failing the flow transaction.
• The Test: Temporarily deactivate your Apex Trigger in a sandbox. Send a test email. If the Flow fires, you know the conflict lies in your code’s logic or how it handles the After Insert event.

2. "Enhanced Email" Settings

Salesforce handles emails differently depending on whether Enhanced Email is turned on.

• When Enhanced Email is active, an email is stored as an EmailMessage record and a Task record.
• If your Flow is set to run on Record Creation, ensure it is specifically targeting the EmailMessage object and not the Task object.
• Crucial Note: Standard email-to-case or Einstein Activity Capture emails sometimes bypass certain record-triggered flows if they are processed by internal system users.

3. Check the Flow Entry Criteria

If you copied the standard flow, check the Entry Conditions.

• Status Check: Many email flows are set to only trigger when Status equals '0' (New) or '2' (Sent). If the email is being logged with a different status (like '3' for Read), the flow will ignore it.
• IsExternallyCommunicated: Standard flows often use this hidden boolean. If your test email doesn't meet the specific technical definition of an external communication, the flow won't start.

4. The "Automated Process" User

Flows triggered by incoming emails (like Email-to-Case) often run under the Automated Process user.

• If your Flow attempts to access records that the Automated Process user doesn't have "Read" or "Edit" permissions for, the flow will fail.
• Check your Apex Exception Emails (under Setup). If the flow is crashing, Salesforce sends a detailed error log there, even if it doesn't show up in the UI.

Debugging Steps

1. Debug Logs: Set up a Trace Flag in Setup > Debug Logs for the user sending the email (or for the "Automated Process" user). Look for the Flow execution events.
2. Flow Builder Debug: Use the "Debug" button inside the Flow Builder. You will have to manually find an existing EmailMessage record ID to test it. This will tell you instantly if your Decision nodes are routing the logic correctly.
3. Check Triggers: Ensure the flow is set to "Actions and Related Records" (After-save) if you are trying to link the email to other records.

Is this flow intended to catch emails coming in via Email-to-Case, or emails sent manually via the "Send Email" button in Salesforce?