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
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:
Managing and Merging Accounts
Learn how to handle duplicate accounts and lead conversion to ensure data consistency:
Translations and Customizing the User Interface
Kaptio Travel supports multiple languages. Understand how to enable translations and customize the user interface:
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