Syncing fields between 2 modules causes feedback loop


  1. Sync a custom field between the accounts and opportunities modules
  2. On field change, create a note with the account as the parent

I have 2 workflows to accomplish this: (1) account workflow that modifies the opportunity field and creates the note on field change and (2) opportunity workflow that modifies the account field on field change. Both are set to run “only on save” and on “modified records”.

The field syncing works as expected, but the actions appear to loop as every field change creates 4 notes. I am auditing the field and the history shows the change occurs 1x instead of 4x every time the field changes value. Any advice?

Solution: in the account workflow, add an additional condition for opportunity where the field does not have the same value as the account. Then add the opposite for the opportunity workflow.

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