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Activity › Forums › Salesforce® Discussions › What are the best practices in determining whether a Salesforce formula field should be created versus workflow field update?

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    What are the best practices in determining whether a Salesforce formula field should be created versus workflow field update?

    Posted by Tanu on September 13, 2016 at 2:21 PM

    Hi All,

    For instance, if I want to add the contents of 4 numerica fields on an object, I could create a formula field to add them. Somewhere though, I've read that it is better to use Workflow Rules and field updates to do this function so that continuous calculations don't occur. I've looked and looked for documentation on this but have found none.

    Mohit replied 9 years, 3 months ago 2 Members · 1 Reply
  • 1 Reply

  • Mohit

    Member
    September 14, 2016 at 6:11 AM

    Hi Tanu,

    Both Formula field and workflow are different things :-

    A formula is similar to an equation that is executed at run time. We use formula field when there has to be a formulated value also to be displayed in another field etc.

    Where as the Workflow is used when we have to perform task based on a certain criteria so to perform action automatically.

    The automate action performed by the workflow are:-

    1)Task

    2)Email Alert

    3)Field Update

    4)Outbound messsages

     

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