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How to Control Workflow and Process Execution When Using the Salesforce Data Import Wizard vs. Data Loader

Data pubblicazione: Jun 15, 2026
Descrizione

Overview

When importing records into Salesforce, you may want to control whether workflow rules and process automations fire during the import. The behavior differs depending on the tool you use — the Salesforce Data Import Wizard and the Salesforce Data Loader handle automation execution differently.

Salesforce Data Import Wizard — Default Behavior

By default, the Salesforce Data Import Wizard does not fire workflow rules and processes. Instead, it offers an optional checkbox labeled "Trigger workflow rules and processes for new and updated records."

When you enable this checkbox, workflow rules and processes fire when their criteria are met by the imported records.

Note: Even if "Trigger workflow rules and processes for new and updated records" is not enabled, Apex triggers still fire during a Data Import Wizard import.

To prevent workflows and processes from firing when using the Data Import Wizard, do not enable the "Trigger workflow rules and processes for new and updated records" checkbox.

Risoluzione

Salesforce Data Import Wizard — Controlling Automation

To disable workflow rules and process automations during a Data Import Wizard import:

  1. Open the Data Import Wizard from Setup > Data Import Wizard.
  2. Select the object and file for import.
  3. On the import settings screen, ensure the checkbox "Trigger workflow rules and processes for new and updated records" is not selected.
  4. Proceed with the import.

With this checkbox unchecked, workflow rules and processes do not fire. Apex triggers will still execute regardless of this setting.

Salesforce Data Loader — Current Behavior and Limitation

The default behavior for the Salesforce Data Loader is to fire workflow rules and processes. It is currently not possible to disable this behavior when a data upload is performed via the Data Loader.

If you would like this behavior to change, review and vote on the following IdeaExchange post: Bypass / Deactivate workflow rules when using the Data Loader.

Numero articolo Knowledge

000386969

 
Caricamento
Salesforce Help | Article