How to Disable Salesforce Triggers, Workflows and Validations When Working with Advanced Data Deployments
Updated 3 months ago
by
Copado Solutions
When working with data deployments, you may want to disable any automated process or validation rules you have in place to guarantee a successful deployment.
In this article, we will show you how to deactivate a trigger, a validation rule, a workflow rule and a process builder flow.
Triggers
You can deactivate a trigger both manually or by means of an Apex trigger switcher.
To manually deactivate a trigger, follow the steps below:
- Navigate to Setup > Apex Triggers.
- Click on Edit next to the relevant trigger and uncheck the Is Active checkbox:
- Click on Save.
Alternatively, you can create an Apex trigger switcher as follows:
public class Triggers {
public static Boolean areDisabled = false;
}
trigger AccountTrigger on Account (after insert, after update) {
if (Triggers.areDisabled) return;
….
}
Validation Rules
You can deactivate a validation rule manually or setting up a switcher custom setting.
To manually disable a validation rule, follow the steps below:
- Navigate to Setup > Object Manager.
- Select the object that contains the validation rule you want to disable and click on Validation Rules.
- Select the relevant validation rule and click on Edit.
- Uncheck the Active checkbox and click on Save:
Alternatively, you can set up a switcher custom setting to deactivate a validation rule as follows:
Your_App_Settings__c s = Your_App_Settings__c.getInstance( UserInfo.getUserID() );
if( s.Disable_Validation_Rules__c ) return;
Workflow Rules
You can disable a workflow rule manually or by means of a piece of code.
To manually deactivate a workflow rule, follow the steps below:
- Navigate to Setup > Workflow Rules.
- Click on Deactivate next to the relevant workflow rule:
Process Builder Flow
To manually deactivate a process builder flow, follow the steps below:
- Go to Setup > Process Builder.
- Select an active process builder.
- Click on Deactivate on the top right corner:
