How to Create and Edit Opportunities with Multiple Currencies | Scribe

    How to Create and Edit Opportunities with Multiple Currencies

    • Enrique Olmo |
    • 0 step |
    • 3 minutes
    Log into Salesforce.
    Click on the gear icon in the upper right hand corner.
    Click "Setup".
    Click the "Quick Find" bar.
    Type "manage currencies"
    Click "Manage Currencies" link.
    Click the new button to create a new currency.
    Select the appropriate currency from the drop down menu.
    Click the "*Conversion Rate" field.
    Enter the conversion rate. As of this writing the conversion rate was 0.94 Euros to the US Dollar.
    Click on the app launcher.
    Click "Sales"
    Click "Opportunities"
    Click "New" to create a new "Opportunity".
    Click the "*Opportunity Name" field.
    Enter a name for your opportunity.
    Click the "Account Name" field.
    Search for the account name associated with the Opportunity.
    Click the "Account Name" field.
    Select the account.

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