Slaesforce FAQ

how to override salesforce personal currency with picklist

by Arne Berge Published 2 years ago Updated 2 years ago

Navigate to a Quote and click Edit Lines. Select the Additional Discount value type from the picklist (Percent, Currency, Unit, Total). When you change the discount method and enter in the override value, the amount will automatically change based on the new method selected.

Full Answer

How do I change the 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.

Can we change 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 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 manage currencies in Salesforce?

To designate your corporate currency, from Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies, and then click Change Corporate. To activate more currencies for your organization, click New in the Active Currencies related list.

How do I change the currency on my Salesforce dashboard?

Change the Dashboard Realm CurrencyIn Business Manager, navigate to Merchant tools > Analytics > Reports & Dashboards (New!).Click the Settings icon.Click the Manage Realm Tab.Click the Default currency dropdown and select your currency.Click Save.More items...

Can you have multiple currencies in Salesforce?

Along with multiple languages, Salesforce also supports multiple currencies. In a multi currency setup, users in different geographies can use their local currency when working on Opportunities & Quotes, viewing their Forecasts & Quota and analyze data in Reports & Dashboards.

How do I disable multiple currencies in Salesforce?

Enable multiple currencies for your organization....To disable advanced currency management:From Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies.Click Disable.When prompted, select Yes, I want to disable Advanced Currency Management and click Disable.

What are two considerations for enabling multiple currencies?

Standard and custom objects, such as Account, Lead, Case, Opportunities, Opportunity Products, Opportunity Product Schedules, and Campaign Opportunities, have currency fields that support multiple currencies. Reports related to these objects and fields also support multiple currencies.

Which currency is used as the basis for all currency conversion rates when the multiple currencies feature is enabled?

When the multiple currencies feature is enabled, Corporate currency is used as the basis for all currency conversion rates in salesforce.

What are three types of currencies available?

Three Types of MoneyPhysical money. Physical money, meaning cash and coins, is created by the US Treasury. ... Central bank reserves. Central bank reserves are a type of electronic money, created by the Federal Reserve and used by banks to make payments between themselves. ... Commercial bank money.

How do I disable advanced currency management in Salesforce?

To disable advanced currency management:From Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies.Click Disable.When prompted, select Yes, I want to disable Advanced Currency Management and click Disable.

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