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What is the currency field in ?
The Currency field enables users to enter an amount and have it automatically formatted correctly as currency. The Currency field has an option to include or exclude a dollar sign, to enable other currencies to be used.
How do I add a new currency type in Salesforce?
Use this procedure to add a new currency to your Salesforce organization: Edit the Company Information page as a Salesforce administrator: Select the gear in the upper right and choose Setup. Select the Activate Multiple Currencies check box and select Save. Open the New Currency page: Add a new currency:
What must you do before adding new currencies to your company settings in Salesforce?
Using Salesforce Advanced Currency Management Ensure that Salesforce Advanced Currency Management is enabled. Ensure that an active currency exists for each currency that you want to use in your organization. Ensure that the Corporate checkbox is selected on the currency that you want as your corporate currency.
How to change currency field 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 type in Salesforce?
In the Quick Find box, enter and then select Company Information. Click Edit. Under Currency Settings, select Activate Multiple Currencies. Save your changes.
How do I add multiple 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.
How to deploy currency in Salesforce?
In the Active Currencies section, click New. Set the currency type and conversion rate. B2B and D2C stores use a currency conversion service rather than the conversion rate field. However, you must enter something in this field.
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