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Trailhead

Build a Travel Approval App

Salesforce via Trailhead

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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

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