Introduction
Some editions (ex: 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 modules (Ex: Contact, Lead, Task, Case, Expense)
- 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
- For example: Users, Roles, Profiles, Workflows, Approvals, Process Flows, Playbooks, SLAs, etc.,
- Comments & Comment reactions
- Emails
- Phone Calls
- 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,