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5) Update Currency Codes


The post-installation script creates the USD currency code. You can rename it to be your local currency. 

Update Currency Codes

Open the App Launcher. Search for Currency Codes.

Click on New to add a new Currency Code or click on the existing Currency Code to edit it.

Duplicate Currency Codes are not allowed.

Additional Information

The Foreign Currency module is not configured out of the box to calculate the currency exchange rate.

To activate Multi-Currency, read Multi-Currency Configurations.

If you need to track multiple transactional currencies, we recommend turning on the Salesforce Multi-Currency feature so you can use the out-of-box Salesforce Dated Exchange Rates table. Otherwise, you will have to enter Currency Factor Rates manually on the Purchase Order or Sales Order, then enter again on the Purchase Invoice and Sales Invoice.

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