Cert++
Close

Import considerations for validation rules and field types

Key Takeaway

Imported records must pass validation rules and match the format each field type expects, so prepare the import file and the org first.

When you import records into Salesforce, each record still has to pass the org's validation rules. Each field type also expects its data in a specific format. If you know these rules, you can prepare so that records load correctly instead of failing or landing with wrong values.

Validation rules during an import

Salesforce runs validation rules on records before they are imported. Any record that fails validation isn't imported.

If active validation rules affect the records you are loading, consider deactivating those rules before you run the import. Instead of deactivating a validation rule, you can let specific users bypass it.

Platform App Builder Study Guide

Checklist progress

0/340Learned

Given a scenario, determine the options and considerations when importing and exporting data, including the capabilities of external data sources.

0/11

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Platform App Builder studiers.