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

 

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 quote if you are trying to give as INR currency, then it will throw an error as shown in the screen below.
2. The Quote Currency field in the quote is required. 






Create a price book



Then we need to go to the product -> Related List -> It should have Product selling model ->  Price book entries  1. First, need to add standard price book entry (USD) 2. Then only you can add another price book entry, suppose EUR, in our case.






If we have done the previous steps, then for that quote configuration, we are able to configure in EUR rather than USD. Then by default, currency as per our opportunity and quote, which will fetch the products. They have EUR price book entries; only those products will be visible on the Browse Catalog















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