Prepare Your Salesforce Org for Users: Set Up the Exchange Rate

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Study for the Administrator Certification Exam > Configuration and Setup (15%) > Prepare Your Salesforce Org for Users > Set Up the Exchange Rate

학습목표

  • 회사설정에서 Multi-Currency추가해보
  • 영업할때 추가한 Currency선택해보기
  • Currency의 Rate을 변경해서 적용되는거 확인하기

Playground 생성

Create a playground, AW Computing

Enable Multiple Currencies

  1. Setup > Company Information > Edit
    • Default Locale: English (United States)
    • Default Language: English
    • Currency Locale: English (United States) – USD
    • Check ✅ Activate Multiple Currencies
  2. Save
  3. Currency Setup버튼 > Active Currencies > New
    • Currency: EUR – Euro
    • Conversion Rate: 1.5 
      (Note: Depending on your location, this number may need to be listed as 1,5)
    • Decimal Places: 2
  4. Save

잘 들어갔나

  1. App Launcher > Sales > Opportunities > New
    • Opportunity Name: Euro Currency Test
    • Account Name: United Oil & Gas, UK
    • Opportunity Currency: Euro
    • Close Date: (end of current month)
    • Stage: Closed Won
    • Amount: 10000
  2. Save

상세화면에 보면 Amount가 EUR 10,000.00 (USD 6,666.67)입니다.

Update the Exchange Rate

  1. Setup > Manage Currencies > Active Currencies > Edit Rates
    • Corporate Currency:
      • U.S. Dollar
    • Active Currencies:
      • 1 U.S. Dollar = 1 Euro
  2. Save

다시 아까 그 Opportunity에 들어가서 보시면:

  1. App Launcher > Opportunities > [Euro Currency Test]

Amount가 EUR 10,000.00 (USD 10,000.00)로 바껴있습니다.