EditReminder

The EditReminder template enables you to configure Opportunity Update Reminders in Salesforce. You can use it to enable or disable reminders, set automatic activation, and modify individual reminder settings.

Steps to Create the EditReminder 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. Provide a template name and a short description.

6. Select the EditReminder checkbox under Opportunity Update Reminders.

7. Click Add.

8. On the next screen:

   • A Test Case Name appears by default.

   • Click the Add button to enter custom test data.

   • Check the Enable Update Reminders and Automatically Activate Reminders checkboxes.

   • Click Save to save the test case.

9. Click Save again to finalize and save the template.

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

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

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

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

14. Visit the View History page for a detailed summary report of the operation.