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I built a process using process builder, but after importing Leads, the process did not execute to update the field values. When I manually save a Lead record, the process is triggered.

 

Does the data import wizard trigger processes and workflow rules? If so, what could I be doing incorrectly? (They all meet the criteria and should be triggering the process)

 

If not, are there any viable workarounds to trigger process builder for the records that were imported? (without having to manually update each one?) 

 

 
9 answers
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  1. Jun 1, 2017, 9:33 PM
    After working with support we found that Data Import Wizard was not triggering processes because it could not handle the batch size (Data Import Wizard batch size default = 200 records). I am unsure as to why this is happening, but the workaround was to use data loader and set the batch size to 1. Not a great long-term solution but it works for now as we are never uploading or updating more than 500-600 records at a time.

     

    After working with support we found that Data Import Wizard was not triggering processes because it could not handle the batch size (Data Import Wizard batch size default = 200 records).
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