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Editions with Record Limits

S
Sreenivas K
20 Apr, 2023 - Updated 10 months ago
Table of Contents

Introduction

Some editions such as One Pilot might have limits on total number of records. In this article, you will learn what types of records are counted towards this limit. 

Included records

  • Records added in any module including custom module (Ex: Each contact is a record, Each deal is a record.  Each Task is a record. Each Event is a record,..)
  • Email
  • Phone Call
  • Chat Conversation Transcripts (Web Chat, Facebook Messenger, Instagram DM, Twitter DM)
  • Web Activity
  • Web Visitor 
  • Documents & ESign Documents
  • Surveys & Survey responses
  • LMS Courses, Concepts, Quizzes, Questions

Excluded records

  • All Configuration records
    • Ex: Users, Roles, Profiles, Workflows, Approvals, Process Flows, Playbooks, SLAs, 
  • Comments & Comment reactions
  • Emotions
  • Line Items in Transaction records such as Deals, Quotes, Invoices, ..etc. 
  • Employee records
  • Email Attachments
  • Case Attachments
  • Individual messages in Live Chat, WhatsApp, Facebook Messenger, Twitter DM, Instagram DM)
  • SMS messages
  • Print Templates
  • Email Templates
  • Appointment Pages
  • Reports
  • Profile Images, Product Images,

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