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Multi Currency Conversion
Convert currencies with ease and accuracy!
- Business Need
- AnalyticsData ManagementAccounting
- Requires
- Sales CloudService CloudMarketing Cloud Engagement
Salesforce currency conversion Our application helps users to Update latest Conversion rates automatically using Scheduler and On-demand. This application automatically updates currencies values based on latest exchange rates.
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Showing 9 of 9 Reviews
Its a Great tool.
"I followed the documentation exactly and successfully set up the API. The app fetches the new conversion rates correctly at first, which proves the connection works. However, there is a major bug: as soon as the page is refreshed, the API key and all configured values are erased. It seems the app is not saving the configuration to the database and is only holding it in temporary session memory. Having to re-enter the API key and set everything up every time is not feasible for a live store. Am I missing a step here? If so, please assist me; otherwise, functionality itself is like this. Thanks!
Hi Sucharitha, Thank you for your valuable feedback and for taking the time to share your experience with our app. We would like to clarify that the API key is stored permanently in the database after the initial setup and is not maintained in temporary session storage. To complete the setup successfully, please follow these steps: 1. Enter the API key. 2. Click the "Proceed" button to save the API key. Once this is completed, there is no need to re-enter the API key again. After refreshing the page, users can simply click the "Fetch API Key" button to retrieve the saved key from the database. If you continue experiencing the issue, please reach out to our support team, and we will be happy to assist you further. Thank you again for your feedback and support!
Great Salesforce integration
This is a great free utility to manage currency conversions. It was easy to install - i had a slight issue with pulling through my currencies (it was an issue my end as advanced currency management wasn't enabled) but Hitesh jumped on a call and the issue was resolved in 2minutes. Would recommend!
works really fine
Comes with an easy setup and it works really fine.
One of the best free apps for currency conversions! Support always available!
We have a very complex setup as our environment uses advanced and multi currency. In order to capture USD and creat account rollup values, we needed to capture the exchange at the end of every month and show it in a field. Hitesh was very helpful and successfully built this for us in less than 48 hours. I highly recommend using this app if you are struggling with advanced and multi currency issues.
Log of the change currency
Why aren't currency changes being saved in a log or in the table view?, I see the "Currency Conversion Exception Logs" list, however, I encounter an error or it simply doesn't save any record of each change made over time. it's that possible? Best Regards !
Dear Rosendo, Thank you so much for your feedback. Yes, it is possible. However, Salesforce already handles tracking all changes in conversion rates using its standard features, which is why it is not included in our app. Could you please let us know what specific issue you are encountering? We can connect and resolve it for you.
Great app for free use
This currency converter app is fantastic! The automatic updates ensure I always have the latest exchange rates, and the scheduler option makes it hassle-free. With a wide currency selection and a customizable list, it's both comprehensive and tailored to my needs. It's user-friendly, accurate, and the time saved is invaluable – a must-have for seamless and efficient currency conversions! Plus, the support team is exceptional, providing immediate answers and ensuring a top-notch user experience.
Helpful, but assistance was needed during setup
Does the job. Creators were willing to jump on a call to help set it up. Ensure you have Dated Exchange Rates turned on, or it won't work.
This needs some instructions
I installed this, then when you click the link on instructions to fetch the API key, it takes you to a subscription page for APILayer and that's it. There are no instructions. I subscribed and got the API Key from the Account page and pasted it into the page, then clicked Proceed. All this does is show an error message: Error You don't have necessary permission to do this, Please contact System Administrator. I am the System Administrator. There is no error detail, nothing in debug logs that I can see. The tab with Exception Logs shows one record but there's nothing useful in the record and no related records I found a Permission Set that is included in the package and assigned that to myself but it makes no difference
Thanks for providing me the documentation - it would have been handy if this was available from the installation page as I ended up writing my own http callout. I call it from a scheduled flow which uses the same APILayer that you take advantage of. As a result, I don't actually need your app any more, but I do appreciate the intro to APILayer
Dear Stephen, We sincerely apologize for the issue you are currently facing with our app. APILayer offers 1,000 free requests per month, so you can utilize that quota. Please note that we do not receive any benefits if anyone subscribe to APILayer; it is an external service provider. We have included an Installation and Setup Guide that explains how to install our application, generate the API Key from APILayer, and use its features. To access this guide, please visit the "Resources & Documentation" section within our application and click on the "Installation and Setup Guide" link. Alternatively, you can find the document by following the link below: https://kitaracloudtechlabs.my.salesforce.com/sfc/p/5g00000FDroz/a/5g0000028jSH/P0N6oTroJegcQo.PRqxUJrh7Agw8x_.DqenVG85la60 Additionally, we can schedule a meeting to address your challenges more comprehensively. Feel free to schedule a meeting with me by using the following link: https://calendly.com/salesforceservice/help
Automatic FX Rates
We have a requirement to update Salesforce Dated Exchange Rates daily. This app achieves this with easy setup and configuration. Recommended!
Hi Hitesh Patel Thanks for the guidance, it worked. Thank You!