New Territory View Rules

The NewTerritoryViewRules template allows you to create new territory view rules within your Salesforce org via AutoRABIT’s Environment Provisioning module.

Steps to Create the NewTerritoryViewRules 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. Enter a template name and a short description.

6. Check the NewTerritoryViewRules option under Territory View Rules.

7. Click Add.

8. On the following screen:

   • A Test Case Name will appear by default.

   • Click Add to input custom test data.

   • Fill in the required fields and click Save to save the page.

   

   New Territory View Rules - Example
9. Click Save to save the complete template.

10. 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 your destination org and enter one or more email addresses to receive notifications.

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

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