Based on your Salesforce Spiff license, each sandbox has limits on the amount of data
that you can create. A sandbox doesn’t copy transactional data from its parent environment, but
you can add or import transactional data to your sandbox. Manage sandbox data capacity by tracking
the total count of transactional records against your import limits. Archive records to clear
space and maintain system performance.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
| Available for an additional cost in: Professional Edition with Web
Services API Enabled |
| User Permissions Needed |
|
To manage sandbox records in Salesforce Spiff:
|
A Spiff user role with these permissions turned on.
- Data Sources: View
- Data Sources: Edit
|
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In the parent environment, select a sandbox from the list of environments (1).
This list appears only if you have access to more than one environment.
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In the sandbox, click Data Sources.
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To reduce the number of records in the sandbox, next to the record type, click the three
dots and select whether to archive or delete the records.