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    How to manage multiple currency conversion rate on daily basis in salesforce?

    Posted by Prachi on October 10, 2019 at 5:02 am

    How to manage multiple currency conversion rate on daily basis in salesforce?

    Laveena replied 5 years, 2 months ago 2 Members · 1 Reply
  • 1 Reply

  • Laveena

    Member
    October 10, 2019 at 7:17 am

    Hi Prachi,

    Your organization can set up the ability to use multiple currencies in opportunities, forecasts, quotes, reports, and other data.

    • Enable multiple currencies for your organization.
    • To designate your corporate currency, from Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies, and then click Change Corporate.
    • To activate more currencies for your organization, click New in the Active Currencies related list.
    • To use dated exchange rates, enable advanced currency management.
    • Set conversion rates for new currencies. See Edit Conversion Rates. If you have enabled advanced currency management, see Editing Dated Exchange Rates.

    Thanks

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