I am new to Salesforce and I am unsure when I should use a formula, versus when I should use a Flow.
We just started using a new external HR system that assigns values to each of our employees, and we need to track these numbers in our system, so on the User object we created a field called:
On our Opportunities, I also created a field called:
I think maybe I can create a formula that looks like this:
And set the "Function" to be "TEXT" so that this is copied over as a text value?
Would the value copy over automatically?
Or I could create a Flow that triggers whenever an Opportunity is created?
One more question:
On the Opportunity, if I create a custom field, I see I can create a formula that allows me to set the value to $User.ExternalHrEmployeeNumber__c , but in this case does $User refer to whoever created the record, or to the current user, who might be modifying it?