Getting Started with SalesTrip
Get up and running with SalesTrip
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
- Define Expense Custom Type
- Create Custom Permission Set
- Create Mileage Rates
- Expense Type – Meals & Incidental Expenses
- Expense Type – Mileage
- Configure Default Business Purpose value