Getting Started with SalesTrip
SalesTrip User Training Resources
Installing SalesTrip
- Configure QuickBooks Integration
- SalesTrip Technical Requirements
- SalesTrip Installation
- Global Actions
- Standard Object Lightning Actions
- Setting up your SalesTrip Personal Profile for Travel & Expenses
Customising SalesTrip
- Page Layout Changes
- Split Expense : Creating picklist values for Sub-Type and Mapping Sub-Type(existing one and newly created) to Expense Type
- Clear the Cache in Salesforce Mobile App
- Setting up the Approval Process for any Object
- Expense Report
- Setting up the Flows using Flow Builder for any Object