Test Environment Setup

Test Environment Setup: Overview

This enables data transfer from .csv files to the destination sandbox more conveniently and reduces run time using a test environment.

Create a New Test Environment Setup

1. Hover your mouse over the Dataloader module and select Data Loader Test Environment Setup.

2. Click on Create New Job.

3. On the next screen, select your Destination Org.

4. Click Login and Fetch Objects. This lists all the objects available in your destination org.

5. Select one of the objects from the list of objects being displayed. Here, we will call this object the Master Object.

6. To view the dependencies of the master object with respect to its parent object, click on the Show Dependencies icon.

7. Click the Switch to Graph View button to view the same report in the graphical format.

8. Under the Source of data section, upload the CSV file from your local machine in zip format.

Important Note: Upload the zip file containing object-related CSV with a .csv file name equal to the object API name. Having parent objects related to CSV in the zip file is optional. But records from those objects are migrated if and only if respective CSVs are uploaded.

9. In the Job Details section, give the job a Name.

10. Select the category from the Job Group field. This is important to arrange related jobs into a single category.

11. Master Object and External ID details are auto-populated.

12. Click Save.

13. The user is redirected to the Test Environment Setup summary page, where your recently created job is displayed at the top of the list.

14. Click Run to initiate the job.

15. The below table lists the deployment criteria for your job:

Configurations	Descriptions
Disable Workflows	All the workflows of the Salesforce objects are deactivated, and the data is transferred from the source to the destination sandbox. Once the migration is complete, workflows are reactivated.
Disable Validation Rules	Validation rules verify that the data a user enters in a record meets the criteria you specify before the user can save the record. On selection, all the validation rules of the Salesforce objects are deactivated, and the data is transferred from the source to the destination sandbox. Once the migration is complete, validation rules are reactivated.
Use Bulk API	The Bulk API is based on REST principles and is optimized for inserting, updating, and deleting large data sets. You can use the Bulk API to process jobs in serial or parallel mode. Processing batches serially means running them one after another, while processing batches in parallel means running multiple batches simultaneously. Note: When you run a Bulk API job, processing more batches in parallel means giving that job a higher degree of parallelism, giving your overall run better data throughput.

16. Click Run.

More Options

1. Edit: Allows users to modify the process details according to their requirements.

2. Delete: Deletes a process.

3. Clone: Creates a copy (clone) of the selected process.

4. Log: Provides information about the execution of a process.

Schema (Grid View)

This section lets you view the master object and its related information for the test environment setup job. For the setup run with disabled validation/workflow rules, ARM lists all the validation rules set under VR/WFR section. The UI lists all the workflow/validation rules; users must enable them for the disabled rules (if required).