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            Enable Multicurrency Support for Marketing Intelligence

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            Enable Multicurrency Support for Marketing Intelligence

            Configure the currency settings in Salesforce so that dashboards display data accurately in Marketing Intelligence. If a dashboard uses a currency without a defined conversion rate, the system can't aggregate data, which causes errors. For orgs working with multiple currencies, first enable Multiple Currencies within your Company Information settings.

            Required Editions

            Available in: Developer, Enterprise, Performance, and Unlimited editions
            User Permissions Needed
            To set and edit currencies and conversions: Admin
            1. Identify Missing Currencies.
              Before configuring settings, test your semantic model to identify which currencies are present in your data. This process helps you cross-reference your source data against your existing currency settings to identify what needs to be added.
              1. From Setup, in the Quick Find box enter and select Semantic Layer.
              2. Select the semantic model associated with the dashboard displaying the error.
              3. Select Test.
              4. Under Dimensions, select these dimensions.
                • Marketing Intelligence Currency
                • Unified Data Source—This field shows you exactly where the currency values originate.
              5. Preview the data and identify all active currencies. For example USD, EUR, and GBP.
              6. Compare this list with your existing currency setup to identify missing currencies.
            2. Configure Currency Settings.
              Use the currencies identified in the previous step to verify or update the configuration for your org. Begin with checking existing currency support.
              1. From Setup, in the Quick Find box enter and select Currency Connections.
              2. Review the currencies currently set for your org and determine your next steps.
                • Currency already listed: Update the conversion rate if needed. You're done.
                • Currency not listed: Continue to "Enable Multiple Currencies" to add it.
            3. Enable Multiple Currencies.
              Warning
              Warning Turning on multiple currencies introduces permanent changes to your org that can't be undone. Review the Implications of Enabling Multiple Currencies before proceeding.
              1. From Setup, in the Quick Find box enter and select Company Information.
              2. Under Organization Detail, check if Activate Multiple Currencies is selected.
              3. If not, click Edit, and under Currency Settings, select Activate Multiple Currencies.
            4. Enable Advanced Currency Management.
              1. Click Currency Setup at the top of the page.
              2. Select Enable Advanced Currency Management.
              3. Select Yes, I want to enable Advanced Currency Management, and then click Enable.
            5. Add and Define Currencies.
              1. In Currency Setup, click New.
              2. Select the currency type. Currencies are alphabetized using their ISO currency code.
              3. Enter the conversion rate relative to your corporate currency.
              4. Specify the number of decimal places to display for amounts in this currency.
              5. Save your work.
              6. Processing takes time. To verify completion, in setup in the Quick Find box, enter and select Currency Connections. Confirm the currency status is Active.
             
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