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    Salesforce Advanced Live Currency Converter

    Updated 17 July 2023

    Salesforce Advanced Live currency converter is used to update the conversion rate of the currency into your Salesforce Org. With the help of this application, the User can set the Time frame for auto-updating of currency conversion rates. In addition, there is an option to set up a different API to convert the currency.

    Features

    • Automated currency rate synchronization:
      1. Automatically synchronizes currency rates at regular intervals.
      2. Keeps currency rates up-to-date without manual intervention.
    • Supports advanced currency management:
      1. Manages dated exchange rates for accurate historical currency conversions.
      2. Provides flexibility in handling currency rates for specific dates.
    • View scheduled conversion logs:
      1. Allows users to access logs of scheduled currency conversions.
      2. Provides visibility into past conversion activities.
    • Send error emails during the conversion process:
      1. Notifies users via email in case of any errors during currency conversion.
      2. Sends error alerts to keep users informed of any issues.
    • Supports multiple API services:
      1. Integrates with various API services for currency conversion, including Currency Converter API, Fixer, European Central Bank, Currency Layer, Open Exchange Rates, and Oanda.
      2. Provides flexibility in choosing different API services based on user preferences or availability.
    • Schedule rate updates on a daily, hourly, or weekly basis at a specified time:
      1. Allows users to set up automatic rate updates with different time intervals (daily, hourly, or weekly).
      2. Enables scheduling of rate updates at a specific time to accommodate user requirements.

    Installation And Configuration Of Salesforce Advanced Live Currency Converter

    Install Advanced Live Currency Converter

    Install directly from AppExchange Salesforce Advanced Live Currency Converter

    • Click on the Get it Now
    • Then it redirects you to the installation page
    • Select the option Install for all Users
    • Click on the Install button when the installation is complete, click on the Done button.
    Install Package of Salesforce Advanced Live currency Converter
    • Now you are ready to go.

    Check that the package is installed in the Salesforce Org successfully.

    • Search for installed packages in a Quick search.
    • Here, you can check that the list shows the name Advanced Live Currency Converter.
    Installed-Packages-Salesforce
    • After that, type Company Settings in the Quick Search
    • Click on the Company Information.
    • In this, you have to enable the Activate Multiple Currencies option.
      • Click on the Edit button
      • Then Tick mark Activate Multiple Currencies option
      • Click the Save button to save changes.
    Activate-Multiple-Currencies-option-in-Salesforce

    Note: Once you enabled the multi-currency in Salesforce org it would not be disabled again.

    Permission Set

    • Quick Search for Permission Sets and open it up.
    • Then click on Advanced Live Currency Converter Admin Permissions to provide the application access to the user.
    Permission-Sets-Salesforce-Advanced-Live-Currency-Converter
    • To assign a user, you have to click on Manage Assignment.
    Manage-assignments-in-Permission-Sets-Salesforce-advanced-live-currency-converter
    • Click on Add Assignment button to add a new assignment to the permission set.
    Add-assignment-in-Permission-Sets-Salesforce-advanced-live-currency-converter
    • Select the user to whom you want to assign the permission set. 
    • After that, click on the Next button from the bottom right corner.
    User-selection-for-Permission-Sets-Salesforce-Advanced-Live-currency-converter
    • On the next page click on the Assign button then click on the Done button.
    • Now, the permission set is assigned successfully. 

    Configuration

    • In Salesforce Org, click on App Launcher and then click on the View All option.
    • Now, look for the “Advanced Live Currency Converter”.
    • Then click on it to open the connector.
    open-application-from-app-launcher-in-Salesforce
    • Now, it redirects you to the App Configuration tab.
    • So in the first tab of the Pick your Conversion API, Select the Preferred API source. This API would be used to fetch the currency exchange rates.

    Note: If you select European Central Bank, you have to set the base currency as Euro from Manage Currencies. After that, It would work.

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    Pick-conversion-API-for-Live-Currency-Converter-in-Salesforce
    • Then you are in the 2nd tab named Connect to Your Source.
    • Here you have to enter the API to connect your source.
    • If you don’t have an existing API key then generate a new one from the link mentioned at the bottom of your screen. 
    • After entering the API key, click on Save & Proceed button to continue.
    Enter-API-to-connect-your-source-in-Live-currency-converter
    • Proceed to the next tab named Customize Your Conversion
    • Here you have to select the currency for the updation of the conversion rate at the Salesforce end. If you unselect any currency, you won’t get related updates.
    Customize-Conversion-in-Salesforce-Live-currency-converter
    • Now you are in the next tab, Automate Your Currency Conversion
    • Choose the time interval when you want to update currency conversion Hourly, Daily, or Weekly.
    • Then select the hours, time, and days accordingly.
    schedule-automate-currency-conversion-in-Salesforce
    Hourly-currency-conversion-in-Salesforce
    Daily-currency-conversion-in-Salesforce
    weekly-currency-converter
    • Then click on the Set Schedule button to schedule conversion as per your requirements.
    • After that, you will see the Schedule Job Details.
    Scheduled-job-to-automate-currency-conversion-in-Salesforce
    • Now, you are all set and ready to use Salesforce Advanced Live Currency Converter. 
    after-scheduling-job-of-currency-conversion
    • To enable Data Exchange Rates, you have to click on the Gear icon from the top right side of Salesforce.
    • Then click on Setup and in Quick Search, type Manage Currencies.
    • In Manage Currencies, Click on Enable which will enable Data Exchange Rates.
    Enable-data-exchange-rates-in-Salesforce-Setup

    Conversion Logs

    In the Conversion Logs tab, you will see the conversions as per the scheduled date and time. 

    • You can schedule the logs to be maintained for a number of days. The rest of the logs before that day got deleted automatically.
    Conversion-Logs-in-Advanced-Live-currency-converter
    • Click on View converted currency to check the currency rates as per your configuration.
    View-currency-conversion-rates-as-per-your-application-configuration
    • You can also delete the logs in bulk or specific by doing the selection.
    multiplelogdelete
    • When your Log job is scheduled then it will look like this. YOu can also delete this Scheduled job to create a new one.
    schedule-log-delete
    • To view this scheduled job in your Salesforce org
    • Go to Quick Search, type Jobs
    • Then click on Schedule Jobs
    • Now you are able to see that your Salesforce Advanced Live Currency Converter job is scheduled successfully.
    View-schedule-job-in-Salesforce-org

    Support

    . . .
    Discuss on Helpdesk

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