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Insert EU Currency Field into the Sales Representative Agreement

Insert EU Currency Field into the Sales Representative Agreement

Aug 6th, 2022

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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 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 add currency in Salesforce?

Activate Currencies From Setup, enter Company Information and click Company Information. Click the Currency Setup button. In Active Currencies, click New. Select a Currency Type. Enter the conversion rate relative to your corporate currency. Specify the number of decimal places to display for amounts in this currency.

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.

What are two considerations for enabling multiple currencies?

Considerations for Enabling Multiple Currencies Once enabled, multiple currencies cant be disabled for your organization. Field to Field filtering is not supported in currency fields. Upon enablement, existing records are stamped with a default currency code that you provide in your enablement request.

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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