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            Considerations for Multiple Currencies in Salesforce Forecasting

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            Considerations for Multiple Currencies in Salesforce Forecasting

            If your company uses forecasts and multiple currencies, your Salesforce admin chooses a forecast currency and enables forecast types. The forecast currency is your corporate currency or each forecast owner’s personal currency.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            • Dated exchange rates aren’t used in forecasting.
            • When you use forecasts, you select a display currency, which can be any currency that’s enabled in Salesforce. To change the currency, select a different currency from the gear (Lightning Experience) or the dropdown list (Salesforce Classic) in the upper right of the forecasts page.
            • If you use revenue-based pipeline forecasts, when currency rates change, opportunities and adjustments roll up with the changed value along with values in the forecast table.
            • Rate changes impact all forecast periods (historical, current, and future).
            • Deactivating a currency that’s set as a user’s personal currency resets the user’s currency to the corporate currency.
            • To edit your personal currency settings, edit your personal information.
            • If you add a custom filter on a currency field as part of your forecast type definition, the corporate currency at the time the filter was created is used.
            • The processing indicator (clock icon) appears as changed values roll up (Salesforce Classic only).

            See Also

             
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