Easily Insert EU Currency Field in the Project Status Report

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How to Insert EU Currency Field in the Project Status Report

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in this video Im going to be explaining how to create a currency field inside of Salesforce are we going over the setup and how to move it around on the page welcome to the channel my name is Nick thank you ever so much for giving this video a watch hopefully it will be a value to you just before we get into the video if youd like any help at all setting up Salesforce for your business check out my website below we would be delighted to help so without further Ado lets get straight into the video like I just mentioned in this video Im going to be explaining how to create a currency field inside of Salesforce so essentially that is of a monetary value its going to have the monetary symbol dependent on which area of the world youre in if youre in the UK you will have the pound sign if youre in the US youre going to have the dollar sign so for this example video Im just going to head over to Opportunities and what I would like to do is create a currency field like or almost iden

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What are two considerations for enabling multiple currencies?

After enabled, multiple currencies cant be disabled for your organization. If multiple currencies is enabled, field-to-field filters in reports dont support currency fields, like amount. Upon enablement, existing records are stamped with a default currency code that you provide in your enablement request.

How do I manage currency in Salesforce?

From Setup, enter Company Information and click Company Information. Click Currency setup. In the Active Currencies or Inactive Currencies list, click Edit Rates. Enter the conversion rate between each currency and your corporate currency.

How do I change currencies in Salesforce?

Steps to update the displayed currency within Salesforce Classic: Open a report for which you want to change the currency from default currency. Click Customize. Click Show. Click Currencies Using. Select Currency from dropdown in which you want to display on report from default currencies. Click Run Report.

How do I use the currency field in Salesforce?

When in Edit mode for the records Page Layout, notice a picklist field of all available currencies. The value selected is set as the default currency for the record. Currency fields for the record are displayed in the selected currency with the Corporate Currency displayed in parentheses.

How do I enable multi currency in Salesforce?

In Salesforce Classic Click Setup. Enter Company Information in the Quick Find box, then select Company Information. Click Edit. Select the Activate Multiple Currencies checkbox and click Save.

How do I use different currencies in Salesforce?

In Setup, enter Company Information in the Quick Find box, then select Company Information and click Edit. Ensure that your selected currency locale is the default currency that you want to use for current and future records. Enable Activate Multiple Currencies, and then save your changes.

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Insert EU Currency Field in the Project Status Report