Test Environment Setup
Test Environment Setup: Overview
The test environment in ARM supports convenient data transfer from CSV files to destination sandboxes and helps reduce job execution time. This is particularly useful for validating data migration scenarios prior to full execution.
Create a New Test Environment Setup
Navigate to the Dataloader module and select Data Loader Test Environment Setup.

Click on Create New Job.

Select your Destination Org.

Click Login and Fetch Objects to display all objects from the destination org.
Choose a Master Object from the list.

Click the Show Dependencies icon to view hierarchical relationships with parent objects.


Use Switch to Graph View to see a visual hierarchy.

Under Source of Data, upload a
.zip
file containing the object-specific.csv
files.

Provide a Name for the job and choose a Job Group to categorize it.
The Master Object and External ID will auto-populate.
Click Save.

You’ll be redirected to the Test Environment Setup Summary page.
Click Run to initiate the data migration job.

Deployment Criteria Options
Disable Workflows
Temporarily disables Salesforce workflows during migration, and re-enables them afterward.
Disable Validation Rules
Turns off validation rules to allow data migration. Rules are restored once the migration is complete.
Use Bulk API
Uses Salesforce Bulk API to increase performance for large data volumes. Jobs can be processed in serial (one after another) or parallel (simultaneously). For faster data throughput, parallel mode is preferred.

Click Run to execute the job.
More Options

Edit: Modify job settings.
Delete: Remove a job setup.
Clone: Create a duplicate of the configuration.
Log: View execution history and status.
Schema (Grid View)
This section visualizes the master object schema and its dependencies. When validation or workflow rules are disabled, ARM displays these rules under the VR/WFR section. You can review and re-enable them manually if necessary.


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