Active Quote

The ActiveQuote template sets a specified quote as active within Salesforce.

Steps to Create the ActiveQuote Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click on Create New Template.

4. Open the Create Unsupported Metadata Template tab.

5. Provide a template name and a short description.

6. Select the ActiveQuote checkbox under Quote Templates.

7. Click Add.

8. On the next screen:

   • A Test Case Name is generated by default.

   • To add custom test data, click Add and name the entry.

   • Enter the required quote value in the Active Value field.

   • Click Save to confirm this page.

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

10. After saving, you'll 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 enter email address(es) for notifications.

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

14. For a detailed deployment summary, refer to the View History page.