function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
ISDI AdvisorISDI Advisor 

Workflow not triggering on data import

I have a workflow rule that sends an email whenever a new lead is created.
If I create leads by importing from a spreadsheet the rule does not get triggered.

 
Best Answer chosen by ISDI Advisor
Wilfredo Morillo 20Wilfredo Morillo 20
Are you using the data import wizard or data loader? If using the wizard there is an option that you need to check:
User-added image

All Answers

Wilfredo Morillo 20Wilfredo Morillo 20
Are you using the data import wizard or data loader? If using the wizard there is an option that you need to check:
User-added image
This was selected as the best answer
ISDI AdvisorISDI Advisor
Thank You Thank You Thank You! I do use Import Wizard and the answer seems so obvious now that you have pointed it out. :)
I'm so used to just clicking through very quickly. 
Guilherme LozerGuilherme Lozer
Wilfredo saving the day 6 years in the future!