iSyncSFDocumentation

#12. Automation Control

iSyncSF Automation Control lets you disable triggers, validation rules, flows, and workflow rules in your target Salesforce org before running a data sync, then re-enable them afterward. This prevents automations from interfering with bulk data loads and causing sync failures.

Purpose: Automation Control manages the target org's automations (triggers, validation rules, flows, workflow rules) that could interfere with data sync. When records are inserted/updated in the target org, these automations fire and can cause errors (validation rules blocking inserts), unwanted side effects (triggers sending emails), or performance issues (flows running on every record). This feature lets users temporarily disable them before sync and re-enable them after. Where It Fits: Automation Control is used just before executing a sync and immediately after. The typical workflow is: Scan automations -> Disable selected automations -> Run sync -> Re-enable automations. It's particularly important when syncing into production orgs or orgs with complex automation. The feature is accessed from the template management page.

#12.1 Managing Target Org Automations

iSyncSF Automation Control panel listing target-org triggers, validation rules, flows, and workflow rules with disable/enable toggles
Automation Control listing triggers, validation rules, flows, and workflow rules with bulk disable/enable actions

Before syncing data, users often need to temporarily disable automations (triggers, validation rules, flows, workflows) on the target org to prevent interference during data insertion.

What Users Can Do:

Important Notes: - Trigger disabling/enabling uses an asynchronous deployment process and may take a few minutes to verify - The system automatically verifies trigger deployments through a background scheduler (up to 5 retries at 1-minute intervals) - Email notifications are sent when scan and toggle operations complete

#Supported Automation Types

iSyncSF Automation Control can scan, disable, and re-enable the following automation types in the target org:

#Deploy Time Implications

Disabling and re-enabling automations in the target org is performed via the Salesforce Metadata API, which requires a deployment. Deployments typically take 30 seconds to several minutes depending on the number of components being changed and the target org's deployment queue. Plan for this when scheduling sync jobs — the disable step runs before the sync begins, and the re-enable step runs after the sync completes.

#Re-Enable Requirements

After a sync completes (or is aborted), you should re-enable the automations that were disabled. iSyncSF tracks which specific automations were disabled during the current session, so the re-enable action restores exactly what was changed — it does not enable automations that were already inactive before the sync. If a sync is interrupted unexpectedly, use the Automation Control panel to manually review and re-enable any automations that remain disabled.