Create New Dashboard Folder

The CreateNewDashboardFolder template is used to create new dashboard folders in Salesforce through AutoRABIT’s Environment Provisioning module.

Steps to CreateNewDashboardFolder Template

1. Log in to your AutoRABIT account.

2. Go to the Env. Pro. module.

3. Click on Create New Template.

4. Open the Create Unsupported Metadata Template tab.

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

6. Select the CreateNewDashboardFolder checkbox under Report Dashboards Create Manage Folders.

7. Click Add.

8. On the next screen:

   • A Test Case Name will be automatically generated.

   • Click Add to include custom test data.

   • Fill in the Report Dashboard Folder Label and Folder Unique fields.

   • Click Save to store the test case.

9. Click Save again to finalize the template.

10. Once the template is successfully created, you’ll be redirected to the Environment Provisioning History screen.

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

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

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

14. Refer to the View History page for a detailed summary of the operations performed.