Salesforce Features
Historical Currency Exchange Rates
Advanced Currency Management
Professional, Enterprise, and Unlimited Editions
- Convert and freeze amounts based on the exchange rate at the opportunity close date
- Trigger alerts and run reports based on correctly converted amounts
- Analyze the impact of exchange rate volatility on opportunity amounts
Summer ’07 delivers the advanced currency management you need to keep track of ever-changing exchange rates in the various geographies where you do business. With historical currency exchange rates, you can start tracking exchange rates when an opportunity closes, allowing you to accurately report opportunity converted amounts based on the exchange rate at the opportunity’s close date while still keeping track of fluctuations after that point as well. Since these historic exchange rates are stored, all alerts and reports can include the opportunity amount based on the exchange rate at the close date rather than the exchange rate at the time that the report or alert is generated.
Training and Documentation
Feature Details
- Relevant Exchange Rates: Assess an opportunity in a foreign currency according to the exchange rate that was relevant for the company at the time the opportunity closed.
- Cross-Currency Analysis: Maintain and view multiple exchange ranges for any given currency and observe how exchange rates change over time. Analyze cross-regional current and past sales pipelines in a single corporate currency.
Note: This feature is disabled by default. Contact your salesforce.com representative to activate this feature.

3 Comments
July 6
At last!!
What I've been asking for 6 months!
July 13
This is a great enhancement!!!
July 14
AWESOME!
Just yesterday my boss was asking about this because he just took over another country. The lack of this is why we could not use Multi-currency before. Thanks so much!