Loading
Scheduled maintenance for Salesforce HelpRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create an Expense Type

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Create an Expense Type

            Create expense types to help your users classify their visit expenses.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            1. From the App Launcher, find and select Expense Types.
            2. Click New.
            3. Enter a name for the expense type.
            4. Optionally, you can select the expense availability type, effective start date, effective end date, and description.
            5. Save your changes.
             
            Loading
            Salesforce Help | Article