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Currency Exchange Rate Sync

By My Company List, LLC.

Sync currency exchange rate data daily with a single click

Free  

Never requires payment

Try It
Business Need
Admin & Developer Tools
Accounting
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

1-click setup! 100% automated. 150+ currencies. 20+ years historical data. Control over data sources (IMF, ECB, etc.). Import currency exchange rate data daily. Run bulk backfills / deletes. Visualize exchange rates. Logs for reporting and alerting.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Advanced Currency Management must be enabled to install this App.

App Details

Version
Currency Exchange Rate Sync/Second Release 0.11.0
Listed On
01/31/2024
Latest Release
04/08/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.10.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/31/2024

Additional Details

Currency Exchange Rate Sync integrates Salesforce with mycompanylist.com for creating DatedConversionRate records daily as well as bulk backfills and deletes. It automatically pulls in all currencies you have enabled. You must have activated multiple currencies and enabled advanced currency management to install. HTTP requests and errors create Log records which are used for reporting and alerting.

Need help?

My Company List, LLC.

Santa Monica, CA, USA

Please feel free to contact us if you are in need of support or have product feature requests. We are always trying to make improvements.

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