Customising SalesTrip
Recommended SalesTrip application configuration based on travel industry Best Practices
- 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
- Business Purpose & Universal Lookup
- Configuring “Business Purpose” for Custom Objects
- Configure Expense Approvals
- Auto Submit Airfare Expenses
- Set Up Payments Tab
- Configure Email Service
- Budget Fields
- Audit Thresholds
- SalesTrip Expense Totals
- Select Fields to Display on Bulk Expense Approval Page
- Activating Per Diem Rates
- Using SalesTrip Expenses in a Community