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Set Up and Maintain Your Salesforce Organization
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            Edit Conversion Rates

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            Edit Conversion Rates

            You can manage static exchange rates between your active and inactive currencies and the corporate currency by editing the conversion rates. These exchange rates apply to all currency fields used in your organization. In addition to these conversion rates, some organizations use dated exchange rates for opportunities and opportunity products.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view currencies: View Setup and Configuration
            To change currencies: Customize Application
            1. Search Setup for Manage Currencies.
            2. If you use advanced currency management, click Manage Currencies.
            3. In the Active Currencies or Inactive Currencies list, click Edit Rates.
            4. Enter the conversion rate between each currency and your corporate currency.
            5. Click Save.

            When you change the conversion rates, currency amounts are updated using the new rates. Previous conversion rates are not stored. All conversions within opportunities, forecasts, and other amounts use the current conversion rate.

            If your organization uses advanced currency management, you can also manage dated exchange rates for currency fields on opportunities and opportunity products.

            Note
            Note
            • You cannot track revenue gain or loss based on currency fluctuations.
            • Changing conversion rates causes a mass recalculation of roll-up summary fields. This recalculation can take up to 30 minutes, depending on the number of records affected.
            • You can also change a conversion rate via the API. However, if another roll-up summary recalculation for the same currency field is in progress, the age of that job affects the recalculation job that you triggered. Here’s what happens when you request a currency rate change via the API, and a related job is in progress.
              • If the other recalculation for the same currency field was kicked off less than 24 hours ago, your currency rate change isn’t saved. You can try again later or instead change the currency rate from Manage Currencies in Setup. Initiating the change from Setup stops the old job and triggers your recalculation to run.
              • If the other recalculation job was kicked off more than 24 hours ago, you can save your currency rate change and your job starts.

            To check the status of your recalculation job, see the Background Jobs page in Setup.

            See Also

             
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