Delete Quote

The DeleteQuote template is used to remove a quote from Salesforce via the Environment Provisioning workflow.

Steps to Create the DeleteQuote 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. Enter a name and a short description for the template.

  6. Select the DeleteQuote checkbox under Quote Templates.

  7. Click Add.

  8. On the following screen:

    • A Test Case Name is generated by default.

    • Click Add to input custom test data and assign a name.

    • Enter the quote value to delete in the Quote Name or relevant identifier field.

    • Click Save to save the test case.

  9. Click Save again to store the template.

  10. After saving, you'll be redirected to the Environment Provisioning History screen.

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

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

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

  14. Visit the View History page for a comprehensive summary of the deployment.

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