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Hi Everyone, 

 

We are looking to track T&E (travel and expenses) in Salesforce. Currently this is all through Concur but we would like to integrate the tool in Salesforce and use the data to create budgets, track spending and report out on it. 

Is anyone currently using Salesforce for T&E, if so . . .

  • how does it work
  • is there an integration loading the expenses into Salesforce 
  • how long did it take to create

답변 1개
  1. 2024년 5월 2일 오후 7:55

    oooo im interested tooo...

     

    currently we use concure, i tried their integration with SF and it was HORRIBLE!

     

    I'm 99.9% sure Salesforce itself also uses concur though TBH. 

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