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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

  • 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
  • Configure Corporate Card Feed Import

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