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Build a Travel Approval App

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Overview

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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 Flow
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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