EnableAccountTeams

EnableAccountTeams automates enabling of Account Teams in Salesforce and at the same time allows you to add personalized page layouts for each member in the Account Team.

To create this template, follow the below steps:

1. Login to your AutoRABIT account.

2. Click on Env. Pro. module.

3. Click on Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

5. Give the template a name and a short description of it.

6. Select the EnableAccountTeams checkbox available under Account Teams.

7. Click Add.

8. On the next screen, you will find a Test Case Name appears automatically by default. To add the custom test data, click on Add button.

9. However, you'll need to add a page layout for the auto-generated or your custom test case name. To do a page layout, do the following:

   • Click onicon.

   • Enter the page layout name in the Page Layout field.

   • Activate the page layout by selecting the Active checkbox.

   • You can even add multiple page layout for the above-generated test case name. Click on the + symbol beside Active and fill in the fields as mentioned in the steps earlier.

   • Click OK. Once done, click Save to save this page.

10. Click Save to save the template.

11. Once the template is successfully created, you'll be redirected to the Environment Provisioning History screen.

12. Click on the Run button to run the current template on your destination org.

13. Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the template is run.

14. In the Post Deployment Steps, select the test cases that you have recently created.

15. For a detailed summary report of the operation carried out, please check the View History page.