New Quote

The NewQuote template is used to create a new quote template in Salesforce via the Environment Provisioning workflow.

Steps to Create the NewQuote Template

1. Log in to your AutoRABIT account.

2. Go to the Env. Pro. module.

3. Click on Create New Template.

4. Navigate to the Create Unsupported Metadata Template tab.

5. Provide a name and a short description for the template.

6. Check the NewQuote option under Quote Templates.

7. Click Add.

8. In the next screen:

   • A Test Case Name is auto-generated.

   • Click Add to enter custom test data and provide a name.

   • Fill in the Existing Template and Template Name fields.

   • Click Save to store the data for this step.

9. Click Save again to finalize the template.

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

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

12. Choose your destination org from the dropdown and enter one or more email addresses to receive notifications upon execution.

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

14. Review the View History page for a complete report of the deployment process.