NewRoleAccount template creates a new Account Team role.

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 NewRoleAccount checkbox available under Account Teams.

  7. Click Add.

  8. On the next screen, a Test case name and Picklist Value appear automatically by default. To add the custom test data, click on Add button.

  9. If you want to create new Picklist Values for the auto-generated or custom test case, you can do so. Do the following to create a new picklist value:

    1. Enter the name of the account role in the New account role field.

    2. You can even add multiple account roles for the above-generated test case. Click on the + symbol and fill in the fields mentioned in the earlier steps.

    3. 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 the Run button to run the 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. Please check the View History page for a detailed summary report of the operation carried out.

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