# 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 1. Navigate to the **DataLoader** module and select **DataLoader Test Environment Setup**.
Navigation to Data Loader Test Environment Setup module
2. Click on **Create New Job**.
Button to initiate a new test environment job
3. Select your **Destination Org**.
Dropdown to select destination Salesforce org
4. Click **Login and Fetch Objects** to display all objects from the destination org. 5. Choose a **Master Object** from the list.
Master object selection screen
6. Click the **Show Dependencies** icon to view hierarchical relationships with parent objects.
Dependency analysis button for the selected object
Text-based dependency relationship view
7. Use **Switch to Graph View** to see a visual hierarchy.
Graphical representation of object dependencies
8. Under **Source of Data**, upload a `.zip` file containing the object-specific `.csv` files.
Upload interface for CSV zip files
{% hint style="info" %} **Important Note:** The `.csv` file name must match the object’s API name. Uploading CSVs for parent objects is optional, but required if you want their records migrated too. {% endhint %} 9. Provide a **Name** for the job and choose a **Job Group** to categorize it. 10. The **Master Object** and **External ID** will auto-populate. 11. Click **Save**.
Test environment setup form with master object details
12. You’ll be redirected to the **Test Environment Setup Summary** page. 13. Click **Run** to initiate the data migration job.
Job summary page showing list of configurations and run option
*** ### Deployment Criteria Options | Configurations | Descriptions | | ---------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **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. |
UI for selecting workflow, validation, and Bulk API options
14. Click **Run** to execute the job. *** ### More Options
Action menu with edit, delete, clone, and log options
1. **Edit:** Modify job settings. 2. **Delete:** Remove a job setup. 3. **Clone:** Create a duplicate of the configuration. 4. **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.
Grid view showing object schema and relationship
Section listing validation and workflow rules for review
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