Skill UI

This skill guides users through optimizing corporate travel spending using the Navan platform. It covers analyzing historical booking data via REST API, configuring granular travel policies (flight/hotel caps), enforcing negotiated rates, tracking unused travel credits, and utilizing the Rewards program to maximize savings and ensure compliance for corporate expense management.

This skill provides a comprehensive guide for deploying Navan's connections to major enterprise platforms, including ERP systems (NetSuite, Xero), HRIS (Workday), and Identity Providers (Okta, Azure AD). It covers best practices for expense sync, user provisioning (SCIM), and Single Sign-On (SAML/OIDC) using APIs and admin configurations, ensuring secure and accurate data flow across disparate business systems.

This comprehensive guide details the configuration of Salesforce's multi-layered security model, including Profiles, Permission Sets, Roles, Organization-Wide Defaults (OWD), and Sharing Rules. It is essential for implementing robust Role-Based Access Control (RBAC) and integrating advanced features like SAML SSO, ensuring users only access necessary data.