CloudVandana Salesforce Tip#2: Enable Disable all Workflows, Validation Rules and More
Atul Gupta
Building Global Products and Services Companies from India........ Hire Talent | Salesforce Apps and Services | IT Services
Hi Awesome Admins and Developers. I'm back with more awesome tips to make your life easier.
Not so hypothetical scenario : You want to upload data into Salesforce, lots of data, may be for multiple objects. You started with Data Loader or Dataloader.io and got an error. Hmm....what you seem to be missing. Oh yes, you forgot to disable the Validation Rules.
Great, now that you have realized your mistake, deactivate all the Validation Rules for those Objects, you can start with the data load again. 2nd time, the data went smoothly, Congrats!! But it turns out that Salesforce has sent emails to all your clients and you found records created in the org that you never uploaded.
It's a little too late but you realized that you forgot to deactivate Apex Triggers, Workflows and Process Flows(Lightning Process Builder) in your org. Perhaps you should consider creating a checklist for "Pre-Data load Steps".
Deactivating all the Triggers and Worflows? I know this is too much work but hey what needs to be done needs to be done.
Solution: Don't worry, Ben Edwards is here for your rescue. He has created an awesome tool that will help you in quickly activating and deactivating your Org's validation rules, workflows, Apex Triggers as well as Process Flows. It's this cool. Let me walk you through how this tool works.
Just open your Salesforce Org you want to work on and go to Salesforce Switch application page in a new Tab. You will arrive on this page
You can use the tool for both Production/Developer Org or Sandbox. Choose accordingly and click on LOGIN. It will login to your org using oAuth 2.0. You will arrive at the following page
Click on "GET METADATA". The tool will query the relevant metadata from the org and you will see a list of all the Workflows, Apex Triggers, Process Flows and Validation Rules.
Now you can easily Enable/Disable all the Components of a particular type for a particular object in one go using ENABLE ALL / DISABLE ALL. Or you can enable/disable them one by one using the ON / OFF switches.
Deploy whatever changes you have done for all the components using DEPLOY CHANGES or rollback the changes you just did by ROLLBACK TO ORIGINAL
That's it. Isn't it easy to use. I just love this tool.
Stay tuned. More Tips to come. Please subscribe to this blog so you don't miss any updates.
Building Global Products and Services Companies from India........ Hire Talent | Salesforce Apps and Services | IT Services
9 å¹´Lovely tool isn't it Guys. All thanks to Ben Edwards :-)
Product Owner | Salesforce | CRM
9 å¹´fantastic!! thanks for bringing it to light...its a big help actually!!
Salesforce Associate Technical Architect | 8x Salesforce & 4x Copado Certified | Trailhead Ranger | Copado & Trailblazer Mentor | Driving CRM Innovation & Excellence
9 å¹´Awesome man.... This will definitely help others including me.
Salesforce Tech Lead | Salesforce Solution Architect | 3X Certified |
9 å¹´This is cool man. It will definitely make admins life easier. Thanks for sharing.