Getting Started with SalesTrip
Get up and running with SalesTrip
SalesTrip Training Videos
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
- Setting up the Approval Process for any Object
- Expense Report
- Setting up the Flows using Flow Builder for any Object
- EA - Delegated Salestrip User
- Configuration of Business Purpose
- Expense Type - Business/Group Meal