Onboarding Hub

📓

Manage Salesforce Features

Get Started

📓Tailor-Made Itineraries 📓Tour & Cruise Itineraries 📓FIT Package Itineraries

Role Guides

📓Kaptio Admin 📓Supplier Contracting 📓Product Design/Build 📓Product Content 📓Training Manager 📓Data Experts 📓Developers

Kaptio Platform Architecture

📓Architecture Overview 📓Development Guidelines 📓Functional Decomposition 📓Platform FAQ 📓New to Salesforce?📓Security & Compliance 📓Manage your Environments 📓Data Import & Export

Global Platform Setup

📓Getting Started with Core Configuration 📓Manage Global Settings 📓Configure Channels 📓Managing Users, Roles & Access 📓Understanding Your Sample Data

PIM: Supplier Contracting

📓Managing Suppliers 📓Setup Locations 📓Managing Services 📓Configure Prices 📓Bulk Import Service Data 📓Manage Inventory 📓Promotion & Discount Setup

PIM: Tour & Package Design

📓Getting Started with Packages 📓Understanding Departure Types 📓Manage Package Pricing 📓Setup Package Content 📓Configure Package Defaulting

CRM Module

📓Customizing Kaptio Travel 📓Manage Account Record Types 📓Setup Trip & Itinerary Workflow 📓Manage Salesforce Features

CONNECT: Land & Air Connectivity

📓Getting Started with Connectivity 📓PNR Import Setup & Usage 📓Integrating Amadeus 📓Hotel Connectivity Setup & Usage

DOCS Module

📓Getting Started: Content 📓Managing Content & Media 📓Setup Document Stages 📓Setup Templates 📓Building Custom Content Components 📓Bulk Import Content Data 📓Using the Document Starter Kit 📓Using the ATOL Certificate Starter Kit 📓Personalizing Documents 📓Generating Documents 📓Customer Access to Documents 📓Email Setup & Usage 📓Advanced Sample Email Template

CRS: Training Guides

📓Getting Started: Training 📓Training Reservation Teams 📓Training Finance Teams

PAY: Payment Gateway Integrations

📓Getting Started: Payments 📓Implementing Braintree/PayPal 📓Integrating Your Own Gateway

Data Migration

📓Guide to Booking Migration

Peripheral Integration Guides

📓Accounting Integration 📓Data Warehouse Integration 📓Website Integration

Leveraging Salesforce features efficiently is crucial for managing your Kaptio Travel application effectively. This guide breaks down key areas you need to be familiar with.

Activity and Case Management

Understand how to manage your activities and cases within Kaptio Travel:

Sales & Marketing Applications
Activity Management
Case Management
How to convert a Lead to a Trip

Managing and Merging Accounts

Learn how to handle duplicate accounts and lead conversion to ensure data consistency:

How to Prepare for Merging Duplicate Accounts
How to Merge Duplicate Accounts

Translations and Customizing the User Interface

Kaptio Travel supports multiple languages. Understand how to enable translations and customize the user interface:

How to Enable the Translation Workbench
How to Translate and Customize the User Interface

On this page

Activity and Case Management
Managing and Merging Accounts
Translations and Customizing the User Interface

Kaptio Onboarding Hub