How to bypass validation rules when migrating data into Salesforce.

Описание: When you know your client's data won't meet the validation requirements of their new Salesforce org, you can create a bypass into applicable validation rules so that your data loads don't fail.

** Please note that the bypass only applies to the users it's assigned to, and it should only be used when proper data cleaning prior to loading data is not an option.

Explain to your client that when you load data that technically doesn't pass validation, that their users will be required to update the records when they are manually editing them.

This approach includes 4 steps:
1. Create a Custom Permission named "Bypass Validation Rules"
2. Create a Permission Set named "Bypass Validation Rules" and add the above custom permission to it
3. Assign yourself the permission set
4. Add an additional line to applicable validation rules so that the rule applies to any users who do NOT have the custom bypass permission. For example, you would add an AND statement to the rule with the following if you used the same naming convention as I did.

NOT( $Permission.Bypass_Validation_Rules )

Do you suck at editing validation rules? Have ChatGPT help you. You can ask it the following and it will spit out the modified validation rule.

Add this bypass permission

NOT( $Permission.Bypass_Validation_Rules )

into the following salesforce validation rule:

AND(
ISPICKVAL( FinServ__Status__c,"Active" ),
ISPICKVAL( Client_Segment__c,""))

⏱️ Timestamps
00:00 Salesforce Validation Rule and Data Migration
00:19 Understanding Validation Rule Blocking Data Import
00:53 Creating a Custom Permission in Salesforce
01:44 Creating a Permission Set in Salesforce
02:07 Modifying Validation Rules with Custom Permission Check
02:40 Bypassing Validation Rule with Custom Permission Assigned