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Disable the execution of workflows and processes when using the Data Import Wizard

Julkaisupäivä: Dec 26, 2023
Kuvaus

By default, the Data Import Wizard does not fire workflow rules and processes. Instead, it has an optional checkbox to "Trigger workflow rules and processes for new and updated records.". When you enable this checkbox, it fires workflow rules and processes when their criteria are met by the imported records.

Notes:

  • If "Trigger workflow rules and processes for new and updated records." is not enabled, Apex triggers still fire.
  • Do not enable "Trigger workflow rules and processes for new and updated records." if you do not want workflow rules and processes being fired when you use the Data Import Wizard.
Ratkaisu

The default behavior for the Data Loader is to fire workflows and processes. It isn't currently possible to disable this behavior when the data upload is performed via the Data Loader. If you'd like to see this behavior changed, review the following IdeaExchange post to comment and vote as you feel appropriate: Bypass / Deactivate workflow rules when using the Data Loader.


 
Knowledge-artikkelin numero

000386969

 
Ladataan
Salesforce Help | Article