Edit Territory View Rules

The EditTerritoryViewRules template allows modification of existing Territory View Rules using AutoRABIT’s Environment Provisioning module.

Steps to Create the EditTerritoryViewRules Template

1. Log in to your AutoRABIT account.

2. Go to the Env. Pro. module.

3. Click Create New Template.

4. Navigate to the Create Unsupported Metadata Template tab.

5. Enter a template name and a short description.

6. Select the EditTerritoryViewRules checkbox under Territory View Rules.

7. Click Add.

8. On the next screen:

   • A Test Case Name appears automatically.

   • Click Add to include custom test data.

   • Fill in the required fields.

   • Click Save to store the test case data.

   

   Edit Territory View Rules - Example
9. Click Save to finalize the template.

10. Once created, you will be redirected to the Environment Provisioning History screen.

11. Click the Run button to execute the template in your target org.

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

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

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