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