Salesforce Navigation

The SalesforceNavigation template allows you to configure mobile navigation menu items within Salesforce using AutoRABIT’s Environment Provisioning.

Steps to Create the SalesforceNavigation Template

1. Log in to your AutoRABIT account.

2. Click on the Env. Pro. module.

3. Click Create New Template.

4. Navigate to the Create Unsupported Metadata Template tab.

5. Provide a template name and a short description.

6. Select the SalesforceNavigation checkbox under Mobile Administration.

7. Click Add.

8. On the next screen:

   • A Test Case Name, Object Name, and Navigation Menu Items appear by default.

   • Click Add to define custom test data and enter values for the available fields.

   

   Salesforce Navigation Setup

   • To add additional menu items:

     • Click the edit icon

     • Enter names such as Task or People into the Available Member field.

     • Use the Add/Remove checkboxes to control their activation.

     • To add multiple items, click the + symbol and repeat the above steps.

     • Click OK, then click Save to finalize the test case.

9. Click Save again to store the template.

10. Upon successful creation, you will be redirected to the Environment Provisioning History screen.

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

12. Select your destination org from the dropdown and provide email address(es) for notifications.

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

14. Refer to the View History page for a detailed summary of the provisioning operation.