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Guidelines for Using Salesforce CPQ in Multicurrency Orgs
Review important guidelines for working with Salesforce CPQ with multicurrency enabled. (Salesforce CPQ Managed Package)
- When you create an opportunity, the record defaults to the currency defined in their user profile. They can also edit the opportunity’s Currency field.
- A primary quote must have the same currency as its parent opportunity.
- Pricebooks can contain multiple currencies. However, in order for a product to appear in the quote line editor’s Product Selection page, the product must have a pricebook entry in the same pricebook and currency as the quote.
- When you create a primary quote from an opportunity, it inherits the opportunity’s currency. Users can’t change the currency of a quote that’s related to an opportunity through the opportunity’s Primary Quote field. Non-primary quotes default to the user’s currency value upon creation.
- When you create a quote from an opportunity, it inherits the opportunity’s currency. You can’t change the currency of a quote that’s related to an opportunity.
- Price books are required for all opportunities and quotes. When you create a quote from an opportunity, it inherits the opportunity’s price book. Price books can hold prices for several currencies, but Salesforce CPQ shows prices only in the currency of the opportunity or quote on the Product Selection page.
- When you order a quote, the order inherits the quote’s currency.
- When a product’s price changes, or the currency conversion rate changes beyond an acceptable level for your customer, make sure that you update the product’s price in the price book. You can also create a price book.
- Miscellaneous Product: Currency fields in Product Selection are displayed based on the raw field value, without applying currency Conversion Rate.
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