Build a Travel Approval App
Offered By: Salesforce via Trailhead
Course Description
Overview
Build and customize a Lightning app for travel approvals using clicks, not code.
- Set up a Lightning app to streamline the travel approval process.
- Use list views and page layouts to streamline an app user's experience.
- Add business logic to improve the user experience.
- Use reports and dashboards to analyze your travel approvals.
Syllabus
- Build a Data Model for a Travel Approval App
- Create a Travel Approval Lightning App
- Create a Department Object
- Create a Travel Approval Object
- Create an Expense Item Object
- Import Data and Test the App
- Customize the User Interface for a Travel Approval App
- Create a User and Setup Approvals
- Create and Customize a List View
- Customize the Travel Approval Object Page Layout
- Customize the Expense Item Related List
- Enable Chatter on the Travel Approval Object
- Add Business Logic to a Travel Approval App
- Create Validation Rules
- Create a Roll-Up Summary Field
- Create Formula Fields
- Create a Workflow
- Create an Approval Process
- Test Your Approval Process
- Add Reports and Dashboards to a Travel Approval App
- Load Data Using the Data Import Wizard
- Create a Travel Requests by Department Report
- Create a Travel Requests by Month Report
- Create a Travel Approvals Dashboard
Tags
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