Share Settings

The ShareSettings template allows you to configure sharing settings for report and dashboard folders in Salesforce via AutoRABIT's Environment Provisioning module.

Steps to Create the ShareSettings Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click on Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

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

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

7. Click Add.

8. On the next screen:

   • A Test Case Name appears automatically by default.

   • Click Add to input custom test data.

   • Enter the required values in the fields displayed.

   • Click Save to confirm the data.

   

   Share Settings Configuration
9. Click Save to save the template.

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

11. Click Run to deploy the template to the selected destination org.

12. Select your destination org from the dropdown menu and enter the email address(es) to receive notifications.

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

14. Visit the View History page to review the detailed operation summary.