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How to Use This Training

Introduction to Expense Management

Overview of Vendor Expenses

Connecting Vendor Expenses

How to Enter a New Expense

Inputting Vendor Employee Info

Managing Costs and Payments

Understanding Projected vs. Actual Costs

Submitting Your Payment Requests

Gathering Required Documents

Walking Through the Payment Process

Navigating the Approval Process

Tracking Payment Status

Vendor Directory and Reviews

Accessing the Vendor Directory

Searching for the Right Vendor

How to Rate Vendors

Why Reviews Matter

Writing a Vendor Review

Review Best Practices

Knowledge Check

Quiz 1: Expense Basics

Quiz 2: Cost Types

Quiz 3: Payment Requests

Quiz 4: Documentation

Quiz 5: Vendor Reviews

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Master the end-to-end process of managing vendor expenses, payments, and performance reviews inside Salesforce. This practical, process-driven course is built for event and operations teams who need accurate cost control, on-time vendor payments, and reliable vendor performance data—all in one place. You’ll learn how to set up and connect vendor expenses to events, enter clean data the first time, keep budgets on track with projected vs. actuals, and move payment requests through approvals without delays. Then, close the loop by rating and reviewing vendors so your organization can make smarter choices for future events. Through clear walkthroughs, hands-on checklists, knowledge checks, and gamified mini-challenges, you’ll build confidence with the exact tools, fields, and workflows you use every day. By the end, you’ll be able to trace every dollar from estimate to invoice, communicate payment status with vendors, and document performance with consistent, constructive reviews. If you’re ready to reduce errors, speed up approvals, and help your team forecast costs with confidence, this course will give you the playbook.

Salesforce Vendor Management: Expenses Payments and Performance Reviews

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            <p>Managing vendors is a huge part of making any event successful, but keeping the paperwork straight in Salesforce can feel a bit overwhelming when you are just starting out. This course is designed to help you navigate the essential tasks of tracking vendor expenses and ensuring everyone gets paid on time. You'll learn how to create accurate expense records, link them to specific events, and even capture details for vendor employees. By mastering these steps, you'll help maintain a clear financial picture for every project, making it much easier to stay on budget and avoid any last-minute surprises during the event planning process.</p>

<p>Beyond just entering numbers, we will walk through the entire lifecycle of a payment request, from gathering the right documentation to navigating the approval process and tracking payment status. You will also discover how to use the Vendor Directory to find the best partners for your future events. A key part of our team's success is sharing feedback, so we will cover how to write constructive performance reviews and rate vendors based on their actual work. Whether you are checking the status of a payment or searching for a top-rated caterer, these tools are here to make your job as event staff smoother and more efficient.</p>
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