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How to Reset or Clear All Data in a Salesforce Trial or Active Organization

Julkaisupäivä: May 13, 2026
Kuvaus

There may be circumstances where it is necessary to reset a Salesforce organization to its default state. Salesforce Support does not have the ability to reset an organization to its default state. However, administrators can clear out or delete data and customizations to start fresh.
The available approaches vary depending on whether the organization is in Trial or Active status:

  • Trial Status — It is possible to delete all trial data that was entered during the trial period using the Delete All Data feature in Setup.
  • Active Status — Administrators must use data management tools such as the Mass Delete Records tool, Data Loader, or the Truncate Custom Objects feature to manually remove existing data.

Note: Salesforce Support cannot reset an organization to its factory default state. If your organization has a large number of customizations and the manual options are not scalable, consider contacting your Account Executive to discuss provisioning a new default Salesforce organization.

Ratkaisu

Step 1: Back Up Your Data

Before making any changes, back up all your data using the Data Loader or Data Export Service. See BEST PRACTICES: Data Backup and Recovery for guidance.

Option 1: Reset Data for Trial Organizations

If your organization is in Trial status, use the Delete All Data feature:

  • In Salesforce Classic: Setup > Data Management > Delete All Data
  • In Salesforce Lightning: Gear icon > Setup > Data > Delete All Data

Follow the on-screen instructions and confirm the deletion. Note: This action is irreversible and deletes all records. User and administrator setup is not affected. This option is only available for Trial organizations and cannot be enabled for active customers by Salesforce Support.

Option 2: Delete Data in Active Organizations Using Mass Delete

If your organization is in Active status, use the Mass Delete Records tool (available in Setup) or partner solutions to delete records from standard objects. See Delete Multiple Records and Reports.

Option 3: Delete Data Using Data Loader

Organizations with API access can use Data Loader to mass delete data in standard or custom objects. See Insert, Update, or Delete Data Using Data Loader.
For data in custom objects, consider using the Truncate Custom Objects feature to drop entire tables of data. See Truncating Custom Objects.

Option 4: Remove Customizations and Metadata

To remove customizations, administrators must manually remove custom apps, objects, tabs, fields, buttons, page layouts, validation rules, workflows, and installed packages. There is no automatic way to clear all customizations — each must be reviewed and removed individually.

When to Contact Your Account Executive

If the manual options above are not scalable for your organization, contact your Account Executive to discuss provisioning a new default Salesforce organization. Use Your Account in Setup to find your Account Executive's contact details, or call 1-800-NO-SOFTWARE.

See also:
How can I mass delete Salesforce "dummy data"?

Knowledge-artikkelin numero

000386032

 
Ladataan
Salesforce Help | Article