Select which CRM records to copy when creating a sandbox

What it is

When you create a sandbox, you can pick which CRM records to copy from production: choose a primary data source, add property-based filters and set how many records you need. Works with contacts, companies, tickets, deals or a custom object.

Why it matters

Copying used to be based on recently updated records, which often gave a flat or unrepresentative dataset. Now you can start with records that match the process or setup you're testing.