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Insurance
Currency Configuration

Currency Configuration

View transaction amounts not only in the transactional currency but also in your corporate currency. Enable multiple currencies and Advanced Currency Management. Then, turn on the Billing feature to convert and store transaction amounts in your corporate currency.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

See Capture Transaction Amounts in Multiple Currencies for more information.

 
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