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Deleting demo data

Easily delete the demo data after you customize your solution

Emma Montgomery avatar
Written by Emma Montgomery
Updated this week

Easily remove demo content from your Solution after customizing it and adding your own data. This feature helps you transition seamlessly from the default template to your personalized workspace.

Plan Availability

All plan types

Permissions

Editable by Solution Managers.

Related Reading


When to Delete Demo Data

After you’ve:

  1. Explored how the template works.

  2. Customized the Solution to suit your needs.

  3. Added your own data.

You can delete all the demo content to streamline your Solution.


How to Delete Demo Data

Steps:

  1. Open the Solution where demo data is present.

  2. Navigate to the Solution Template Dropdown Menu (usually located in the top-right corner).

  3. Select Delete It in the Delete Demo Content Data section.

What Happens?

  • Demo Data: All preloaded demo content is removed.

  • Your Data: All data you’ve added remains intact.

  • Demo Content Notice: The demo content notice is removed from the Solution menu.

Keeping Demo Data

Steps:

  1. Open the Solution where demo data is present.

  2. Navigate to the Solution Template Dropdown Menu (usually located in the top-right corner).

  3. Select Keep It in the Delete Demo Content Data section.

What Happens?

  • Demo Data: All preloaded demo content remains in place.

  • Demo Content Notice: The demo content notice is removed from the Solution menu.


Notes

  • Use this feature to ensure your Solution is clean and free of unnecessary demo records.

  • The feature does not impact your customizations, added fields, or records.

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