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Build a Travel Approval App

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Free Online Course: Build a Travel Approval App provided by Trailhead is a comprehensive online course, which lasts for 4-5 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
4-5 hours worth of material
Self Paced
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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