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
- Multi-allocation of Expenses
- Trip Request Approval
- Adding fields to Expenses
- Configuration Best Practices
- Business Purpose & Universal Lookup
- Configuring “Business Purpose” for Custom Objects