Activity Forums Salesforce® Discussions What are the pros and cons when using a workflow rule field update vs. a formula field?

  • What are the pros and cons when using a workflow rule field update vs. a formula field?

    Posted by Anjali on September 12, 2018 at 6:17 am

    What are the pros and cons when using a workflow rule field update vs. a formula field?

    shariq replied 5 years, 7 months ago 4 Members · 3 Replies
  • 3 Replies
  • madhulika shah

    Member
    September 12, 2018 at 6:28 am

    Hi Anjali,

    Worflow rule is not a field type in salesforce. Workflow rule is the process automation tool that automate your business flow .
    Formula field: it is a field type on salesforce that produce a read only ouptut. Sometimes u want some calculated value in a field lest say i want my total sell in day in one field then i can create one formula field on my object and i will write a formula that will calculate total sell .
    The field included in formula field is called it's source.

    Now there is a similarity between workflow and formula field.:
    Whenever there is a change in the source field of formula field it automatically re-calculate its field value according to updated value in the source field.
    In same fashion workflow can also do the field update.

    one more thing formula field can't use the workflow but inside a workflow we use formula field.
    there are only one criteria to update the value of formula field but for workflow u can define different kind of criteria.

    Thanks.

  • Parul

    Member
    September 12, 2018 at 9:15 am

    Formula Field is a field that updated everytime you load the page, it's not writable and you can't fire a trigger or a workflow based on the change of a formula field, can't answer that since I don't know what are you trying to achieve.

    Pros: can update a field to another field, can update more field types than available for formula fields.  In general more robust then formula fields.

    cons: subject to validation rules so could error out.  Can't update a formula field

    vs. a Formula Field?

    Pros; automatically calculate a value based on different rules/criteria.

    ​cons: Read-only, formula is static Can't use on certain fields like Rich Text Fields

     

    Thanks

  • shariq

    Member
    September 15, 2018 at 1:41 pm

    Hi,

    Pros :
    • Fast & easy to implement and does not require APEX
    • Can be configured on the fly
    • Uses can enable/disable readily

    Cons:
    • Users cannot control order in which field updates are made
    • Performs a subsequent update on a record, which may cause triggers to fire again.

    Hope this helps.

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