--- schema_version: "1" id: 707c2b45088eb70aeddda76fd3521cd8ef8e3e0e4a042e49b58f24760e10cb6d title: Create a Levels Seeding Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/seeding_o_and_anonymize_create_levels_seeding_template.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.seeding_o_and_anonymize_create_levels_seeding_template.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8b99dc746aa4dbe2d3bd45d71c76c04b948b0a37281c7b1da46241886c64da96 description: Levels templates for Salesforce provide a more streamlined approach to managing complicated hierarchy structures compared to Nodes templates. By reducing complexity and automating relationship creation, Levels templates offer simpler seeding without requiring full knowledge of the data source structure. Create and configure a Levels template by adding root objects and selecting up to four hierarchy levels. products: - Security - Salesforce Platform release: "264" --- # Create a Levels Seeding Template Levels templates for Salesforce provide a more streamlined approach to managing complicated hierarchy structures compared to Nodes templates. By reducing complexity and automating relationship creation, Levels templates offer simpler seeding without requiring full knowledge of the data source structure. Create and configure a Levels template by adding root objects and selecting up to four hierarchy levels. By first focusing on Levels templates in the onboarding journey, we will establish a solid foundation that simplifies subsequent work on Nodes templates, ensuring efficiency and clarity throughout the process. Create a Levels template for seeding data: 1. Begin the process by signing in to your Backup & Recover Platform. 2. In the menu bar along the top of the UI, click Seeding and then, in the Templates tab, click the + New Template… button. 3. Follow the procedure provided in [Create a Seeding Template for Salesforce](https://help.salesforce.com/s/articleView?id=platform.seeding_o_create_template.htm&release=264.0.0&type=5 "Create an initial version of a seeding template for performing data seeding. By default, template creation is based on the blank template. This means that the created template doesn’t have any predefined nodes (objects) or predefined levels. When you create the template you define the template type: Nodes or Levels."). Make sure that in step 3d, Type of template, you select the Levels option. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_tip.png) Tip In the Description field of the Create New Template dialog, we recommend listing those objects that you want to add as root objects in the Levels template. If you don’t have any objects in mind, we suggest starting with the objects Account, Contacts, and Opportunities to get a sense of how the process works. 4. With your newly created Levels template displayed in the Template Builder tab, configure it to address your specific business needs. Follow the procedure provided in [Build the Levels Seeding Template](https://help.salesforce.com/s/articleView?id=platform.seeding_o_build_levels_template.htm&release=264.0.0&type=5 "Build the Levels Seeding Template for a Levels Seeding job. You can also set up the job to anonymize the data."). 1. Learn about the [Node Context Menu for a Levels Template in Salesforce](https://help.salesforce.com/s/articleView?id=platform.seeding_o_levels_template_node_menu.htm&release=264.0.0&type=5 "The Node Context Menu for a Levels Template provides several options for managing Root nodes."). 2. While building your template and before publishing it, remember to periodically click Save so that recently applied updates are saved. 3. When you complete building the template, click the Publish button. 5. It's time to begin data seeding! First, [review seeding limitations](https://help.salesforce.com/s/articleView?id=platform.seeding_o_limitations_salesforce.htm&release=264.0.0&type=5 "When working with the Seeding app, take note of these points."). 1. Next, manually execute a seeding job. Follow the procedure provided in [Execute a Seeding Job for Salesforce](https://help.salesforce.com/s/articleView?id=platform.seeding_o_execute_job.htm&release=264.0.0&type=5 "After your seeding template is built, you can use it in a seeding job to copy (seed) data into a Salesforce sandbox or into a Salesforce production org. You can do this directly from the Template Builder tab. If the Seed... button isn't available in the Template Builder tab, contact your administrator to grant you the required permission."). 6. In the Advanced tab of the dialog, you can change the existing Seeding Source or the Update Indexing option. 7. In the dialog’s Automations tab, you can select Salesforce automations for Seeding processing to disable. ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_warning.png) Warning If you abort a seeding job before it has completed, Seeding processing cannot re-enable the selected automations that it previously disabled. 8. After clicking the Seed button, the UI displays the Recent Seeds tab. This tab contains an entry for your seeding job that reports a bunch of details about the job. See [Recent Seeds Information and Seeding Job Reports (Salesforce)](https://help.salesforce.com/s/articleView?id=platform.seeding_o_job_reports.htm&release=264.0.0&type=5 "Seeding application processing generates information about each executed, seeding job Recent Seeds Information, Salesforce Automations Report, Seeding Report. These reports help you in understanding the seeding job's status and outcome."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_note.png) Note Editing a seeding template, while it is currently being used in a seeding job, doesn’t affect that job. Congratulations! Using your first Levels template, you seeded data from a defined Seeding Source into a selected destination sandbox. To learn about scheduling seeding jobs, read [Schedule Seeding in Salesforce Overview](https://help.salesforce.com/s/articleView?id=platform.seeding_o_schedule_overview.htm&release=264.0.0&type=5 "Schedule seeding jobs to automate multiple seeding tasks, which increases efficiency by reducing the need for manual intervention. Ensure necessary destinations are fully seeded with the required data in advance of upcoming sprints and development projects to maintain consistency. Choose one-time or recurring seeding jobs with error handling and alerts.") and [Schedule, Edit, and Delete Salesforce Seeding Jobs](https://help.salesforce.com/s/articleView?id=platform.seeding_o_schedule_seeding_job.htm&release=264.0.0&type=5 "Schedule recurring and onetime seeding jobs in advance when you use Schedule Seeding. Enhance seeding efficiency by automating recurring tasks and manage all scheduled jobs from a central tab.") and follow the article’s provided procedure.