Delete Territory View Rules

The DeleteTerritoryViewRules template enables deletion of specific Territory View Rules from Salesforce using AutoRABIT’s Environment Provisioning feature.

Steps to Create the DeleteTerritoryViewRules Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click 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 DeleteTerritoryViewRules checkbox under Territory View Rules.

7. Click Add.

8. On the next screen:

   • A Test Case Name appears automatically.

   • Click Add to input custom test data.

   • Complete the following fields:

     • Territory Name: Specify the territory associated with the rule.

     • Rule Name: Provide the name of the rule to delete.

   • Click Save to store the test data.

   

   Delete Territory View Rules - Example
9. Click Save again to save the template.

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

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

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

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

14. Visit the View History page for a detailed summary of the operation.