Add and remove demo data

Demo data is a set of sample accounts, people, records and activity that shows how a product works, for example sample contacts and deals, or sample bookings. It's added next to your own records, and only it is removed again.

Demo data is available only on test (UAT) copies of your workspace that your organization buys in addition to its production workspace. It's never available on your production workspace.

Prerequisites#

• The Admin role.
• A test copy of your workspace. To get one, select Request a change on the Subscription page. See Manage your subscription.

Add demo data#

1. On the test copy, in the menu, under Administration, select Organization.
2. Under Demo data, select Add demo data.
3. Read what will be added, and then select Add demo data.
4. Copy the password the sample accounts sign in with. It's shown only once.

Everyone using the test copy sees the sample records until they're removed. Your settings, look, rules and records aren't changed.

Remove demo data#

1. Under Demo data, select Remove demo data.
2. Check the list of what happens:
   • What's Also deleted, because they belong to sample records: things your team added to sample records since the demo data was added.
   • What's Kept, with their link to a sample record cleared.
   • What's Passed to you: your own records that a sample account owned.
3. Enter REMOVE in Type REMOVE to confirm, and then select Remove demo data.

The audit log keeps its entries.

Next steps#

• Manage your subscription