I know that if we create cross object formulas on an object, we can use that result in triggers without having to query the object manually. Is there any downside to this in terms of efficiency? Would the automatic cross-object query essentially happen every record save, or would it only happen if we actually use the formula field in the trigger logic itself? #Salesforce Architect
1 answer
Hello,
I've had issues before with this type of thing and roll up summaries.
As far as I am aware the formulas will only run when the record is loaded and so if it's not loaded then it won't trigger.
I'd suggest testing this out throughly during UAT and if there are issues moving the formula to a Apex Trigger or something like Roll up Helper instead.
Thanks, Tom
