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Set Up and Maintain Your Salesforce Organization
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            Set Your Corporate Currency

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            Set Your Corporate Currency

            In multi-currency organizations, set or change your corporate currency to the currency in which your corporate headquarters reports revenue. All conversion rates are based on the corporate currency.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience.
            Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view currencies: View Setup and Configuration
            To change currencies: Customize Application

            You can change the corporate currency to another currency supported by your organization. Conversion rates are defined relative to the corporate currency. This way you can keep conversion rates accurate when your company headquarters moves locations, or a country adopts a new currency.

            When you change a corporate currency, all defined currency conversion rates in your Salesforce org automatically recalculate and update to the new corporate currency. Only the currency exchange rates are affected. For example, the currencies and amounts saved on records, and those shown in the running user’s currency in parentheses, aren’t affected by the change.

            To set or change your corporate currency,

            1. Search Setup for Manage Currencies.
            2. On the Currency page, locate the Active Currencies section, then click Change Corporate.
            3. Select a currency from the New Corporate Currency drop-down list.
            4. Click Save.
             
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