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Showing posts from May, 2025

Multi currency in Salesforce - Revenue Cloud Advance - Revenue Lifecycle Management

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  We need to follow some steps to enable and configure Multicurrency in salesfroce 1. Enabling Multicurrency        Setup -> Company Information -> Edit -> Activate Multiple Currencies (Check this check box).       Note : Once Multicurrency is enabled we con't disable it. 2. See all the available New Currencies    Setup -> Company Information -> Currency Setup (button) as shown in the image below. 3.  How to Create Multiple Currencies in Salesforce   Setup  -> Company Information -> Currency Setup -> New    As shown in the image below, we can create new Currencies.  4. How to use Multiple Currencies in Opportunity Creation.   Note : If you enable Multy-currency then In the opportunity(Object), "Opportunity Currency" (field) is mandatory to create an opportunity. 5. How to use Multi-currency in Quote Note:  1. If you gave currency for opportunity as EUR, and in quot...

Flow Senario - salesforce

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 Account Contact Primary is a junction object b/w Account and Contact objects. On the Contact object, we have the field "Primary Account" 

Products not coming in Browse Catalogs of Salesforce RLM - RCA

 Setup -> Product Discovery Settings -> Use Indexed Data for Product Listing and Search (toggle this option) https://www.facebook.com/share/p/1BzmdFFN4G/