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  1. SalesTrip
  2. Getting Started with SalesTrip
  3. Customising SalesTrip

Customising SalesTrip

Recommended SalesTrip application configuration based on travel industry Best Practices

  • Expense Type – Time
  • Reimbursement Currency
  • Opportunity Stage wise allocation for Expense
  • Setting up a Payment Method
  • Expense Creation
  • Home UI
  • Contact, Opportunity Roll up to Account for any Expense
  • Expense Export Batches
  • Review My Expenses
  • 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
  • EA - Delegated Salestrip User
  • Configuration of Business Purpose
  • Expense Type - Business/Group Meal
  • Define Expense Custom Type
  • Create Custom Permission Set
  • Create Mileage Rates
  • Expense Type – Meals & Incidental Expenses
  • Expense Type – Mileage
  • Configure Default Business Purpose value
  • Grant Login Access
  • Update Expense forms per Expense Type
  • Adding fields to the Expense create/edit screens
  • Multi-allocation of Expenses
  • Trip Request Approval
  • Configuration Best Practices
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