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Difficulty: Very hardData Import Wizard and Data Loader Utilities

A Salesforce administrator at a financial institution needs to import 35,000 custom Loan Application records into a production org. During this initial data migration, the administrator must ensure that active Workflow Rules and Processes do not execute upon record creation to prevent generating thousands of erroneous client emails. Furthermore, IT policies restrict the administrator from installing any desktop software client on their workstation. Which solution best meets all of these operational requirements?

  1. Use the Data Import Wizard and deselect the setting that triggers workflow rules and processes for new and updated records.Answer
  2. B
    Use Data Loader in Bulk API mode and set the 'Bypass Workflow and Automation Rules' property to True in the application settings.
  3. C
    Use the Data Import Wizard after setting the import batch size to 200 records to prevent triggering automated actions.
  4. D
    Use the Data Loader Command-Line Interface (CLI) with the 'process.option.disableTriggers' parameter specified in process-conf.xml.

Answer

The administrator should use the Data Import Wizard and clear the checkbox option for triggering workflow rules and processes.
The correct answer utilizes the Data Import Wizard because it is browser-based (meeting the no-desktop-installation constraint), supports custom objects up to 50,000 records (covering the 35,000 record load), and provides a native checkbox option during setup to prevent workflow rules and processes from triggering.

Step-by-Step Solution

1
Evaluate record volume and object support constraints.
The target volume is 35,000 custom Loan Application records. Both Data Import Wizard (up to 50,000 records; supports custom objects) and Data Loader (up to 5,000,000 records) satisfy volume and object criteria.
Establishing tool eligibility based on limits and object compatibility is the first evaluation step.
2
Evaluate software installation and environment constraints.
IT policy prohibits installing desktop client applications. Data Loader requires desktop installation (GUI or CLI), whereas Data Import Wizard is browser-native.
Browser-native access eliminates Data Loader options.
3
Evaluate automation bypass capabilities.
The Data Import Wizard explicitly features a setting checkbox ('Trigger workflow rules and processes for new and updated records') that can be unchecked during wizard configuration. Data Loader has no native feature to toggle off declarative automations.
Selecting the Data Import Wizard satisfies all three operational constraints: record volume (<50k), browser-only access, and native automation suppression.

Key Concept

Data Import Wizard versus Data Loader operational capabilities and automation controls
Estimated Time:2m 0s
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Topics

Data Import Wizard and Data Loader Utilities

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