Organization setup
Load or clear sample data
Use a dedicated training organization.
Updated: 2026-11-06
Status: draft content. Full workflow verification and key-step screenshots are pending.
Updated: 2026-11-06. Purpose: Load or clear sample data。
Roles
OWNER / ADMIN
Before you start
Use a dedicated training organization.
Entry: /
Steps
- In the new-organization guide, choose to load sample data or skip.
- After loading, explore the marked sample members, templates, tasks and findings.
- To clear samples, open sample-data controls and confirm. If real records reference samples, resolve the dependencies first.
Expected result
Samples are loaded, or the selected sample batch is cleared.
Notes
Dependencies can block cleanup. There is no force-delete option.