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            Set Up Expense Management for Concur Integration

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            Set Up Expense Management for Concur Integration

            Before you integrate Salesforce with SAP Concur, verify that required data is available and that users have the necessary permissions. Ensure that expenses are accessible from a visit page and that the mobile app configuration is complete.

            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.
            • Add Expense Tab to Visit Page
              Enable the Expense tab on visit records so that users can track and update their visit expenses without leaving the page.
            • Create an Expense Type
              Create expense types to help your users classify their visit expenses.
            • Permissions to Manage Expenses in the Mobile App
              Make sure your admins and users with the Field Sales Representative, Key Account Manager, and Field Medical profiles have the right object and field permissions to manage visit expenses from the Life Sciences Cloud mobile app.
            • Mobile App Configuration for Expense Management
              Configure the object schema for supported Expense Management objects and generate a metadata cache to make sure your field users can manage visit expenses on the Life Sciences Cloud mobile app.
             
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