Concur 費用同步化透過使用專屬 MuleSoft 整合,在 SAP Concur 與 Life Sciences Cloud 之間同步化造訪相關費用資料,協助組織有效率地管理現場作業的費用報告。此流程可確保現場代表可以直接從行動應用程式捕捉和管理費用,為其提供統一體驗以維護資料準確性。
必要版本
提供版本：Lightning Experience
提供版本：具有 Life Sciences Cloud、Life Sciences Cloud for Customer Engagement 附加元件授權和 Life Sciences Customer Engagement 受管理封裝的 Enterprise 和 Unlimited Edition。
使用內建 MuleSoft 整合設定 Concur 費用同步化 將 Salesforce 與 SAP Concur 整合,以在應用程式之間自動同步化造訪費用記錄。Life Sciences Cloud 提供預先建置的整合應用程式 Concur Expense Sync,可將費用資料的流程自動化,讓現場代表可以從 Life Sciences Cloud 行動應用程式順暢管理與造訪相關的費用。Concur Expense Sync 應用程式使用 MuleSoft Direct 部署,以提供雙向同步,以確保兩個平台之間的資料一致性和原則合規性。
設定 Concur 整合的費用管理 在您將 Salesforce 與 SAP Concur 整合之前,請先確認必要資料可供使用,且使用者擁有必要權限。確定可以從造訪頁面存取費用,且行動應用程式組態已完成。
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