Edit Lead

The EditLead template allows users to modify lead ownership and conversion settings in Salesforce using AutoRABIT.

Steps to Create the Edit Lead Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

5. Enter a template name and a short description.

6. Select the EditLead checkbox under Lead Settings.

7. Click Add.

8. On the next screen:

   • A Test Case Name is auto-generated.

   • Click Add to insert custom test data.

   • Fill in the following fields:

     • Lead Type: Specify a queue or user to assign the lead if assignment rules fail.

     • Lead Owner: Enter the designated lead owner.

     • Lead Conversion Setting: Click the configuration icon to open the settings panel and configure:

       • Require Validation for Converted Leads: Enforces field-level validations, workflow actions, and triggers on conversion.

       • Preserve Lead Status: Retains the lead's original status instead of using the new owner’s default.

       • Enable Conversions for Salesforce Mobile: Allows lead conversion from the Salesforce mobile app.

     

     Lead Conversion Settings
   • Activate the settings using the Active checkbox.

   • Click Save to finalize the data entry.

9. Click Save again to create the template.

10. You’ll be redirected to the Environment Provisioning History screen.

11. Click Run to execute the template on your destination org.

12. Choose your destination org and enter email address(es) for execution notifications.

13. In the Post Deployment Steps, select the test cases you created.

14. Visit the View History page for a comprehensive execution summary.