Validation / Workflow Rules

Validation Rules: Overview

Validation rules ensure that data entered into a Salesforce record meets specific criteria before saving. These rules are composed of a formula or expression that evaluates one or more fields and returns True (invalid) or False (valid). When a rule returns True, a specified error message is shown to the user.

Disable Validation Rules

When the Disable validation rules checkbox is selected during a Data Loader job, all validation rules associated with the relevant Salesforce objects are temporarily deactivated. Data is then migrated to the destination sandbox. Once migration is complete, the validation rules are reactivated automatically.

Starting with ARM version 20.1, all validation rules are listed in the ARM UI. Users may review and manually re-enable rules as needed.

Screen 1: Successful Validation Rule Execution

Screen 2: Failed Validation Rule Execution

Workflow Rules: Overview

Workflow rules automate standard processes and procedures. They typically follow an if/then logic model—triggering actions when specified conditions are met.

Disable Workflow Rules

Selecting the Disable workflow rules checkbox during the Data Loader job will deactivate all applicable Salesforce workflow rules during data migration. After the migration is complete, ARM reactivates the workflows.

Similar to validation rules, ARM also displays all workflow rules, allowing users to re-enable them if needed.

Screen 1: Successful Workflow Rule Execution

Screen 2: Failed Workflow Rule Execution