AutoRABIT Knowledge Base
  • 👋Welcome to the Knowledge Base
  • Fundamentals
    • ⚡AutoRABIT Solutions
    • LearningHub
    • ℹ️FAQs
      • General User Definitions
        • ARM User Definitions
      • ARM-FAQs
        • Connection & Authentication
        • Common Errors and Resolutions
        • Deployment
        • Data Loader
        • CI Jobs
        • Retention Policy
        • nCino
      • CodeScan-FAQs
        • General
          • CodeScan Static IP Ranges
          • Difference b/w CodeScan Self-Hosted and CodeScan Cloud
          • Single Sign-On (SSO)
          • What is a Subscription Code?
          • What is a CodeScan License Key?
          • Can I use CodeScan with a proxy?
          • Not receiving email notifications
          • CodeScan Blocks, Lines, and Field Inquiries
          • How are Metric Definitions Defined?
          • What Is Cyclomatic Complexity?
          • Can I export my test results?
          • CodeScan requests read and update permissions while connecting to Bitbucket
          • SSL Certificates
          • Does SonarQube support test execution reports for pull requests?
        • CodeScan Self-Hosted Issues
          • Self-Hosted Errors and Solutions
          • Self-Hosted FAQs
          • License Errors
          • License Issues (IDE)
          • Setting the System Environment Variable
          • Setting Up CodeScan for Use with a Proxy
        • CodeScan Cloud Issues
          • Cloud Errors and Solutions
        • Common Issues and Solutions
      • Vault-FAQs
        • Vault-FAQs
        • Common Error Messages
        • Limitations
        • Unsupported Metadata Types
  • Release Notes
    • 🔁Release Notes
      • ARM Release Notes
        • Release Notes 25.2
        • Release Notes 25.1
          • Release Notes 25.1.4
          • Release Notes 25.1.3
          • Release Notes 25.1.2
          • Release Notes 25.1.0
        • Release Notes 24.4
          • Release Notes 24.4.5
          • Release Notes 24.4.4
          • Release Notes 24.4.3
          • Release Notes 24.4.2
          • Release Notes 24.4.1
        • Release Notes 24.3
          • Release Notes 24.3.5
          • Release Notes 24.3.4
          • Release Notes 24.3.3
          • Release Notes 24.3.2
          • Release Notes 24.3.1
        • Release Notes 24.2
        • Release Notes 24.1
        • Release Notes 23.1
        • Release Notes 22.3
        • Release Notes 22.2
        • Release Notes 22.1
        • Release Notes 21.6
        • Release Notes 21.5
      • CodeScan Release Notes
        • Cloud Releases
          • Release Notes 25.1
          • Release Notes 25.0
          • Release Notes 24.0
          • Prior Versions
            • Release Notes 23
              • Release Notes 23.2
              • Release Notes 23.1
            • Release Notes 22
              • Release Notes 22.8
              • Release Notes 22.7
              • Release Notes 22.4
              • Release Notes 22.3
              • Release Notes 22.2
              • Release Notes 22.1
            • Release Notes 21
              • Release Notes 21.5
              • Release Notes 21.4
            • Release Notes 4
              • Release Notes 4.5
              • Release Notes 4.4
              • Release Notes 4.3
              • Release Notes 4.2
        • Self Hosted Releases
          • Eagle Edition
            • Release Notes 25.1.0 Eagle 3.0
            • Release Notes 24.1.1 Eagle 2.0
            • Release Notes 24.1.0 Eagle
          • Tiger Edition
            • Release Notes 25.0.1 Tiger 3.0
            • Release Notes 24.0.13 Tiger 2.0
            • Release Notes 24.0.9 Tiger
          • Prior Editions
            • Release Notes 24
              • Release Notes 24.0.8
              • Release Notes 24.0.5
              • Release Notes 24.0.4
              • Release Notes 24.0.1
            • Release Notes 23.1
        • CodeScan for Government
      • nCino Release Notes
        • Release Notes 25.1
        • Release Notes 24.4
        • Release Notes 24.3
        • Release Notes 24.2
        • Release Notes 24.1
        • Release Notes 23.1
        • Release Notes 22.3
      • Vault Release Notes
        • Release Notes 24.0
        • Release Notes 23.0
        • Release Notes 22.0
        • Release Notes 21.0
      • Guard Release Notes
        • Release Notes 25.1
  • Product Guides
    • ARM
      • Getting Started
        • Signing Up with ARM
          • User Profile
        • Understanding ARM
          • What is ARM?
          • What can I do with ARM?
          • Who can use ARM?
          • ARM Supported Metadata Types
        • Navigating ARM
      • ARM Administration
        • User Management
          • User Types
          • Predefined Roles
          • Users, Roles & Permissions
          • Adding New Users
          • Assigning User Roles
          • Removing or Suspending Users
          • Exporting User Details
          • Managing User Account Settings
          • Resetting Account Passwords
          • Profiles
          • Permissions
          • Credential Manager
          • Delegating Approvals to Another User
          • Enforcing Single Sign-On (SSO)
          • Salesforce API Version
          • Changing Super Admin in ARM
        • Registration
          • Version Control Repository
            • GIT Integration
              • GIT Tag
            • SVN
            • TFS
            • Bitbucket
          • Version Control Branch
            • GIT Branch Creation
            • Creation of a TFS Branch
            • Creation of SVN Branch
          • Salesforce Org
            • Salesforce Authentication using OAuth
            • Salesforce Org Re-Authentication
          • Static Code Analysis in CI-CD
        • Subscription Management
        • Workspaces
        • Search and Substitute
        • ALM Management
      • Getting Set Up
        • Version Control Repository
          • GIT Integration
            • GIT Tag
          • SVN
          • TFS
          • Bitbucket
        • Version Control Branch
          • GIT Branch Creation
          • Creation of a TFS Branch
          • Creation of SVN Branch
        • Salesforce Org
          • Salesforce Org Management
          • Salesforce Authentication using OAuth
          • Salesforce Org Reauthentication
        • Branching Baseline
        • Static Code Analysis in CI/CD
        • Browser Support
      • ARM Features
        • Dashboard & Pipelines
          • Dashboards & Widgets
          • Pipelines
        • Webhooks
          • Configure a Webhook in Bitbucket
          • Configure a Webhook in Bitbucket Enterprise
          • Configure a Webhook in GitHub
          • Configure a Webhook in GitHub Enterprise
          • Configure a Webhook in GitLab
          • Configure a Webhook in Microsoft Azure
          • Configure a Webhook in Slack
          • Configure a Webhook in Teams
          • Configure a Webhook in Visual Studio GIT
          • Configure a webhook in Visual Studio GIT Enterprise
        • Version Control
          • Introduction to Version Control
            • Version Control Repositories Summary
            • Version Control Branch Workflow
          • Version Control Repository
          • EZ-Commits
            • How Do I Commit?
            • Commits Summary
            • Committing Individual Forms from Form Manager (RBC Metadata)
          • EZ-Merge
            • Merge Conflicts
            • Merge Requests
            • Squash and Merge
            • Git Commit History and Merge Operations Basics
          • Change Labels
            • Commit Labels
            • Release Labels
              • Selective Deployments Using Pre-Prepared Artifacts
              • Artifact Preparation and Deployment Process
            • ALM Labels
          • External Pull Request
            • Azure Cloud Authentication
            • Pull Request Support for Azure Cloud
            • External Pull Request Summary Page
          • Commit Templates
          • GIT Revert
          • Understanding Duplicate File Change Commits in Git
          • Merge Approvals
        • Data Loader
          • Single Data Loader
            • Extract Salesforce Data
            • Insert Salesforce Data
            • Update Salesforce Data
            • Upsert Salesforce Data
            • Delete Salesforce Data
            • Using Data Loader with Lookups
          • Data Loader Pro
          • Data Loader Configuration
          • Test Environment Setup
          • Validation / Workflow Rules
          • Preparing the CSV file for ARM Data Loader
        • Automation and CI
          • Create a New CI Job
            • Build a Package from Salesforce
            • Backup your project to Version Control
            • Build a package from Version Control
            • Deploy a package from a Salesforce Org
            • Deploy from Salesforce with VC backup
            • Deploy from Version Control to a Salesforce Org
            • Deploy from SFDX branch to a Salesforce Org
            • Run Test Automation Scripts
            • Install an Unlocked Package from Version Control Branch
          • Triggering Builds for your CI Job
          • CI Job History
          • CI Job List
          • Configure Callout URL
          • CI Job Rollback
          • Parallel Processor
          • Enabling GitHub Checks
          • Automate Merge When CI Builds Pass
        • Deployment
          • Monitor Deployments
          • Apex Unit Tests
          • Connecting and Syncing Salesforce Orgs
          • Creating and Deploying Changes
          • Deploying Profile and Permission Sets
          • Deployment Rollback
          • Destructive Changes
        • nCino
          • Feature Migration
            • Create a Feature Migration Template
            • Create a Feature Migration Template with Predefined nCino Objects
            • Feature Migration Summary Page
          • Feature Deployment
            • Deployment Using Feature Migration Template
            • Deployment via Template using Salesforce Org
            • Deployment Using Version Control
            • Deployment via Version Control using Salesforce Org
            • Feature Deployment Summary
          • Feature Commits
          • Feature CI Jobs
            • Running a CI Job
            • CI Job Results
            • CI Job List screen
            • nCino Webhooks
          • Post Deployment Activities
          • Specify Baseline Revision in Continuous Integration for Version Control
          • Selecting a Range of Revisions
          • nCino RBC Deployment Rollback
          • nCino Developer APIs
            • nCino API References
          • nCino Compare
          • Exclude the OwnerID from Automapping in nCino CI jobs
          • External Unique ID Validation
          • Select External Unique ID
        • Salesforce DX
          • Salesforce DX Metadata Format
          • Registering a DevHub
          • Create a Scratch Org
          • Create a Module
          • Create an Unlocked/Managed Package
          • Import an Unlocked/Managed Package
        • Reports
          • Reports Overview
          • Code Coverage Reports
          • Deployment Reports
          • Static Code Analysis
          • Audit Report
        • Environment Provisioning
          • Migration Template
            • Enable History Tracking on Objects
            • Disable History Tracking on Objects
            • Enable History Tracking on Custom Fields
            • Disable History Tracking on Custom Fields
            • Run Destructive Changes
            • Execute Anonymous Apex
            • Enable Validation Rules
            • Disable Validation Rules
            • Enable Workflow Rules
            • Disable Workflow Rules
            • Enable Flows
            • Disable Flows
            • Enable Apex Triggers
            • Disable Apex Triggers
            • Migrate Custom Settings Data
          • Unsupported Metadata Templates
            • Account Teams
              • EnableAccountTeams
              • DeleteAccount
              • DisableAccountTeams
              • NewRoleAccount
              • Reorder
              • Replace
              • SortAlphabetically
            • AddTabsinAppManager
            • ActivityButtonOverrides
            • ApexExceptionEmail
            • ComplianceBCCEmail
            • AutoNumberFields
            • Campaign Influences
              • CampaignInfluencesEnable
              • CampaignInfluencesDisable
            • Case Contact Roles
              • NewContactRoles
              • DeleteContactRoles
              • ReorderContactRoles
              • ReplaceContactRoles
            • Contact Role Templates
              • EditTeamRole
              • NewTeamRole
              • ReplaceTeamRole
            • Console Layout Assignment
              • ConsoleLayoutsAssignments
              • DeleteConsoleLayout
              • NewConsoleLayouts
            • Create Lead Mapping Rules
              • LeadMapping
            • Create Organization-Wide Email Footers
              • DeleteEmailFooters
              • EditEmailFooters
              • EmailFooters
            • Case Feed Layout
            • Create Public Groups
              • Assign Roles and Profiles to Public Groups
              • PublicGroups
            • Web to Case
            • Data Category Visibility Settings
            • Delegated Administration
              • DelegatedAdministrationNew
              • DelegatedAdministrationEdit
            • Delete Outbound Messages
            • Delete Scheduled Jobs
            • Delete Time Based Workflow
            • Disable Scheduled Reports
            • Edit Queue
            • Email to Case Settings
              • Email to Case
              • Update Email to Case
            • File Upload and Download Security
            • Fiscal Year
            • Edit Lead
            • Email Admin Settings
            • Email Relay Activation
            • Manage Email Services
              • DeleteEmailServices
              • EditEmailServices
              • NewEmailServices
            • Manage Libraries
            • Page Layout Assignment
            • Manage User Records
            • Mobile Administration
              • Mobile Dashboard Settings
              • Mobile Notifications
              • Mobile Salesforce Settings
              • Salesforce Navigation
              • Salesforce Offline
            • Multiline Layout Fields For Contract Line Items
            • Multi Line Layout Fields for Opportunity Teams
            • Territory Model Options
              • New Territory Model
              • Edit Territory Model
              • Delete Territory Model
            • Offline Briefcase Configuration
              • Offline Briefcase Configuration New
              • Offline Briefcase Configuration Edit
              • Offline Briefcase Configuration Delete
            • Opportunity Deal Alerts
              • Edit Deal Alert
              • New Deal Alert
            • Opportunity Update Reminders
              • EditReminder
            • Organization Wide Email Addresses
              • Delete
              • Edit All
              • Organization All Profile
            • Predefined Case Teams
              • DelPredefined
              • NewPredefined
              • EditAdd
              • EditRemove
              • EditName
            • Product Schedule Settings
            • Public Calendar
              • Public Calendar Delete
              • Public Calendar Edit
              • Public Calendar New
            • Public Calendars and Resources Sharing
              • Public Calendar and Resources Sharing Add
              • Public Calender and Resources Sharing Edit
              • Public Calendar and Resources Sharing Delete
            • Publish Communities
            • Quote Templates
              • Active Quote
              • Deactive Quote
              • Delete Quote
              • New Quote
            • Report Dashboards Create Manage Folders
              • Create New Dashboard Folder
              • Create New Report Folder
              • Delete Folder
              • Share Settings
            • Resource Calendar
              • Resources Calendar Delete
              • Resources Calendar Edit
              • Resources Calendar New
            • Sandbox Refresh
            • Enable Salesforce to Salesforce
            • Schedule Apex Classes Monthly
            • Schedule Apex Classes Weekly
            • Search Settings
            • Self Service Public Solutions Edit
            • Site
            • Social Accounts Contacts and Lead Settings
            • SoftPhone Layouts
              • Softphone Layout New
              • SoftPhone Layout Edit
              • SoftPhone Layout Delete
            • Solution Categories
              • Solution Category Add
              • Solution Category Edit
            • Solution Settings Edit
            • Tag Settings
            • Territory View Rules
              • Delete Territory View Rules
              • Edit Territory View Rules
              • New Territory View Rules
            • User Interface Settings
            • Update Custom Label
            • Update Url for Remote Site Settings
            • Web to Lead
              • Edit Web Lead
              • Web To Lead
      • Integration and Plugins
        • SSO
          • SSO With Microsoft Entra ID
          • SSO for OKTA
          • SSO For PingFederate
          • SSO For ADFS
          • SAML SSO (Generic IdP)
        • Active Directory
        • JIRA
        • Azure DevOps
        • OmniStudio
          • Deploying OmniStudio Components
          • OmniStudio Configuration Settings
          • Committing OmniStudio Components to a Branch
        • AccelQ
        • HashiCorp Vault
        • Provar
        • SCA for Checkmarx
          • Checkmarx One Integration
        • Apex PMD
        • CodeScan Overview
        • SonarQube
        • Jenkins
        • Visual Code Extension
          • Installing VS Code Extension
          • Configuring VS Code Extension
          • Working with VS Code Extension
        • Integrate ServiceNow with ARM
        • URL Callout Integration with Tricentis
        • ARM for Salesforce Data Cloud
      • Security Information and Event Management
        • Common Event Format (CEF) Data
        • ARM Event Type
        • Retrieval APIs
      • Developer APIs
        • Authentication
        • API Access
        • Errors
        • API References
      • On-Premises / Dedicated Instances
        • Upgrade Guides
      • Troubleshooting
        • Best Practices
          • Salesforce Deployment Best Practices
          • Version Control Best Practices
          • CI Job Configurations
          • Vlocity
          • IP Whitelist
          • How to Include Network Settings in Commit or Deployment
          • Branching Strategy & CI/CD Pipeline
          • Metadata comparison between two Salesforce Orgs
          • Working with Translations in ARM
          • Revision Range & Release Label Deployment
          • Salesforce API Version Mismatch for the CI Build and Custom Deployment
          • Prerequisite while performing a commit using AutoRABIT
          • Flows in Salesforce
        • Known Issues / Limitations
          • ARM Known Issues
          • ARM Known Limitations
          • Salesforce Known Limitations
        • How-To's
          • Configure Merge Approval
          • Check Time Stamp for Commit/Merge
          • Enable SCA Apex PMD validation criteria.
          • Create API Token
          • Create Users' Credentials
          • Configure Record Types Picklist Values
          • Configure Multi-Proxy
          • Configure Mail Server Settings
          • Notifications (Mail Server Settings)
          • Enable Delta on PermissionSets
          • Default Apex Class Configuration
          • Enable Enhanced Domains
          • Provide branch access to users
        • FAQs
    • CodeScan
      • CodeScan Overview
      • System Requirements and Installation Self-Hosted
        • Installing CodeScan Self-Hosted
      • Getting Started
        • Users, Roles and Permissions
          • User Account
          • Reset the Password
          • Adding Users to a CodeScan Cloud Organization
            • Accepting invitations to add a user to a CodeScan Organization
          • Deleting User from a CodeScan Organization
          • Member Permissions
          • IDP Group Mapping
        • Setting up a CodeScan Cloud Organization
          • About CodeScan Cloud Organizations
          • Deleting Projects and Organizations
          • Generate a Security Token
          • Finding your Organization Key
          • Finding your Project Key
          • Setting up Payment
          • Understanding branches in CodeScan Cloud
          • Understanding branches for Salesforce project
          • Understanding the New Code Tab
        • Adding Projects to CodeScan
          • Add a project to CodeScan from Salesforce
          • Add a project to CodeScan from GitHub
          • Add a Project to CodeScan from Bitbucket
          • Add a Project to CodeScan from Git
          • Add a project to CodeScan from GitLab
      • Quality Profiles
        • Setting a Default Quality Profile
        • Customizing Quality Profiles
        • Exporting CodeScan Quality Profiles
      • Quality Gates
        • Understanding Quality Gates
        • Assigning Specific Quality Gates to a Project
        • Customizing Quality Gates
      • CodeScan Rules
        • CodeScan Rule List
        • Security-Related Rules
        • Creating Custom Rules with XPath
        • Configuration for Polyfill.io Vulnerability Rules
        • Configuration for Salesforce Metadata Rules
        • Metadata Rules on CodeScan Self-Hosted
      • Issues
        • Filtering Issues in CodeScan
        • Export issues to CSV in CodeScan Cloud
        • Exporting Issues using CodeScan-Export Tool
        • About Issue Status
        • Security Hotspots
      • Report and Analysis
        • Scheduled Reports
        • Analysis Scope on CodeScan Cloud
        • Ignoring Violations
        • Importing Salesforce CLI Code Coverage
        • Housekeeping
      • CodeScan Support
        • Raise a Service Request
      • CodeScan Integration
        • Integration Requirements
        • Project Naming Conventions
        • Single Sign-On (SSO)
          • Single Sign-On with OKTA
          • Single Sign-On with Entra ID
          • Single Sign-On with ADFS
          • Single Sign-On with PingOne
        • ARM
          • CodeScan Integration with ARM
        • CodeScan SFDX Plugin
          • Run analysis locally using SFDX
          • Importing Code Coverage from SFDX projects
        • IDE Plugins
          • Installing CodeScan for VS Code
          • Installing CodeScan for IntelliJ
        • Copado
          • Copado SFDX Integration
          • Copado MDAPI Integration
        • Flosum
          • CodeScan and Flosum Integration
        • Azure DevOps
          • Scan CodeScan Cloud projects in Azure DevOps
        • GitLab
          • Integrating CodeScan in GitLab
        • Bitbucket Pipelines
          • Integrating CodeScan in Bitbucket Pipelines
          • Reattaching Bitbucket Projects
        • GitHub Actions
          • CodeScan in Github Actions using the SFDX Plugin
          • Integrating CodeScan with GitHub Actions
        • Jenkins
          • CodeScan with Windows Agents
          • CodeScan with Linux/Unix Agents
          • Use Jenkins with CodeScan Salesforce project
        • Webhooks
          • Slack integration with Zapier
    • Vault
      • Vault™ Overview
      • Getting Started
        • Registering for an Account
        • Signing In
        • Resetting your Password
        • Managing Users and Roles
        • Setting Up Multifactor Authentication in Vault
        • Managing User Sessions
        • User Profile and Permission Access for Salesforce Users
        • Transferring Admin Ownership
        • Controlling Access to the Salesforce Org
      • Configuring Vault
        • Configure Backup Environment
          • Amazon AWS S3 Storage Environment
            • Bring your own Key (BYOK) with Vault
            • IAM Role Support
          • Google Cloud Platform
          • Create an Azure Storage Account
          • Azure Blob Storage Environment
          • Microsoft Azure Blob Retention Policy
          • NFS
          • SAN (Storage Area Network) Environment
        • Licenses
        • SSO Configuration
          • SSO for OKTA
          • SSO with Microsoft Entra ID for Vault
        • Registering Salesforce Org
          • Setup backup configuration for Salesforce Org
          • Archival Configuration
          • Unique Identifier (UID)
        • Scheduled Backup List
        • Alerts & Notifications
        • Workflow/Validation Rules
        • TLS Supported
        • Creating and Configuring Proxy Servers
      • Vault Features
        • Archive
          • Archiving Your Salesforce Data
          • Parent-Child Record Archival
        • Backup
          • Start the Backup
          • Schedule a Vault Backup
          • Understanding Backup Behavior
        • Compare
          • Comparing Two Backups
        • Compliance
          • GDPR - Secure and Comply
            • Right to Be Forgotten Request
          • PCI DSS
        • Replicate
          • Job Configuration
          • Job History
          • Masking Rules
        • Reporting
          • Archive Reports
          • Stale Jobs
        • Restore
          • Restoring the Metadata/Data to the Salesforce Org
        • SIEM Logs
        • Vault Connect
      • Vault Best Practices
      • Vault-FAQs
      • Knowledge Articles
        • Backup Support for Knowledge Articles
        • Restoring Knowledge Articles with Vault
        • nCino
          • Registering nCino configured Salesforce Org
          • Backup Configuration for your Salesforce Org
          • Archival Configuration for your Salesforce Org
          • Restoring nCino Features
    • Guard
      • Risk Assessment
      • Permissions Explorer
      • Change Monitoring
      • Policies
      • Integration User License
  • Resources
    • 🖥️AutoRABIT Support
    • 💬Community Forum
    • 📙Glossary
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  1. Fundamentals

FAQs

PreviousAutoRABIT SolutionsNextGeneral User Definitions

Last updated 11 months ago

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ℹ️
General User Definitions
ARM-FAQs
CodeScan-FAQs
Vault-FAQs