Auto FX for Salesforce by Bringing Solutions Ltd (Currencies)

Awesome Support and great product

We needed a small utility to download FX rates and auto-populate them. This fit the bill and when we needed a slight tweak in abilities, the support was top-notch!! Highly recommend.

Fantastic Product with Exceptional Support

One of our clients needed to track dated exchange rates for custom objects and needed the option to enter the rates manually. All of the other products we looked at required using an API except for this one. Auto FX has the flexibility to enter exchange rates manually or use an API. The support from Breandan from the very beginning was outstanding. I reached out to several vendors, and Breandan responded almost immediately and was very knowledgable. He answered all of my questions and even took the time to help with some Flows when we got stuck. Great product and I can't say enough about the superb service. Highly recommend!

Must have for all orgs handling exchange rates & multi-currencies. Stellar App & Support!

Aside from AutoFX providing us automated conversion rates solution for multi-currencies that our organization deals with, a special mention to the stellar support that we've received from Breandan. He provided a customized solution that would allow for conversion rates to be queryable in order for our invoices to be backfilled with appropriate tax rates for VAT Tax purposes. I highly recommend Auto FX, not only for the app, but the great customer support that's offered. Overall a great addition to any organization when handling exchange rates & currencies.

Top Notch Service

Breandan was beyond helpful with helping to install and troubleshoot for our use case. It was not initially able to run automatically at the end of each month (you had to specify the date before) but Breandan was able to work with his team to add it to the product so that we could use it for our use case. We also wanted the ability to export out the runs so we could store a history of the rates and Breandan showed us how to do that with Data Loader. The turnaround times were great. We are so happy with our purchase and we highly recommend.

Great tool and outstanding customer service

When faced with the issue of needing dated currencies on custom and standard objects, Auto FX saved the day! Their solution is simple and easy to set up and connects to several external providers like OANDA, Open Exchange Rates, Fixer, or curencylayer with the option to connect to other provides through their support team. With the help of Auto FX, I was able to easily load past exchange rates going back 20 years and access those rates in several custom objects through a lookup and a custom-built Flow which met all the necessary requirements. Their customer support was quick to respond and helped fix some minor issues within moments. I highly recommend Auto FX for your dated and static exchange rates.

Simple to Deploy - Great Customer Support!

This is a simple, straightforward solution to a basic need for our company; keeping up with daily rate fluctuations. The agent who helped us get going answered questions promptly and clearly, and was a key factor in our decision to go with Bringing Solutions.

Simple, yet outstanding!

The solution that Auto FX provides is very simple and straight-forward. We were facing the issue of multiple currency rates used by different departments and wanted to centralise that across the board. Auto FX offers that with just 20 mins set-up time and it is up and running immediately. It not only helps in centralising the FX rates for different currency pairs but also helps in saving those dates rates for tha past which can be used for audit purposes.

Great tool to automate exchange rate pull

The implementation of this tool is super-easy! It is working perfectly and supporting average daily rate and time series! The support by the team is great even when asking for non standard requests Highly recommended!

Great Customer Experience

Customer Support is Excellent! Customer support proactively reached out when they saw the scheduler user had been deactivated and quickly provided steps on how to reschedule. This app works so great, just set it and forget it! I highly recommend Auto FX!

Great app, works well

We had a simple need for monthly currency updates in SF that were previously done manually. App automates this process, works well without gliches.