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Currency Exchange Rate Sync

Sync currency exchange rate data daily with a single click

Overview

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.

1 of 6

  • Schedule / unschedule a currency exchange rate data sync with a single click

  • Perform bulk backfills / deletes with a few clicks

  • Advanced reporting allows you to see errors that have occurred and optionally receive alerts

  • Visualize exchange rate records in Salesforce as a line chart via chart.js

  • Set advanced App configuration and track App configuration history

  • Create a support ticket or a feature request directly within the App

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.

Categories

Business Needs
Admin & Developer Tools
Accounting
Personas
Administrator
Architect
Data Analyst
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

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