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How to Create and Edit Opportunities with Multiple Currencies
Enrique Olmo
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0 step
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3 minutes
Salesforce
1
Log into Salesforce.
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Click on the gear icon in the upper right hand corner.
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3
Click "Setup".
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Click the "Quick Find" bar.
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5
Type "manage currencies"
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Click "Manage Currencies" link.
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Click the new button to create a new currency.
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Select the appropriate currency from the drop down menu.
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9
Click the "*Conversion Rate" field.
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Enter the conversion rate. As of this writing the conversion rate was 0.94 Euros to the US Dollar.
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11
Click on the app launcher.
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12
Click "Sales"
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Click "Opportunities"
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Click "New" to create a new "Opportunity".
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Click the "*Opportunity Name" field.
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Enter a name for your opportunity.
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Click the "Account Name" field.
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Search for the account name associated with the Opportunity.
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Click the "Account Name" field.
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Select the account.
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