Your SalesTrip Personal Profile is where you set up key information for travel and expenses e.g. passport information, payment methods, and travel location preferences. These settings are accessed via the "SalesTrip Personal Profile" application shown below:
This step is typically required once licence and permission set are assigned and a user first starts using SalesTrip.
- Using the left-menu, select Documents to add at least one form of identification information. This is required for trip booking purposes.
Next, again using left-menu, select Payment Methods > New Payment Method to enter any personal credit cards you'll use when booking travel (card data is not stored in Salesforce or any SalesTrip infrastructure).
For test environments please use one of the below test payment methods. Note that you can enter any values for expiry date and other form fields.
"Cash" is the Default Expense Payment Method and should not be changed for most cases.
The Default Trip Payment Method is blank until set. A value is required if the user needs to book trips, and this can be set to any payment method record previously created.
Please also review Trip Payment Currency. For all Travel Purchases within SalesTrip this will be the currency charged to the chosen credit card.
And set your Trip “purchasing” currency - this will be the currency in which trips booking within SalesTrip are purchased. Choose home-country currency if available.
3. Optional (depending on functionality): from left-menu select Locations.
Confirm your Country of Residence (which we use for mileage calculations) as defaulted per your salesforce profile locale and enter preferred Trip Start Location & Mileage Start Location.
Trip Start Location will be used for finding trip-search results, perhaps you prefer a particular Airport, or Home or Office address. The default value can be overridden or updated trip by trip.
Mileage Start Location will be the default starting location for personal car mileage reimbursement. Typically a home or office address. The default value can be overridden or updated as needed. Save.