easy and straightforward setup

Two features stood out especially: 1) No need for an additional API key for an external provider of conversion data, since it comes with its own data source. 2) The option to backfill Salesforce Multi-Currency Dated Exchange Rates (SObject Name: DatedConversionRate) with a few clicks. Additional notes: ℹ️ After installation, open the "Currency Exchange Rate Sync" tab and find the one record with the same name. Click on the record to configure everything. ⚠️ Creates a "log" record after every interaction. This potentially can stack up and needs cleanup (i.e., record deletion some months/years in).

Very easy to install, worked first time, Elliot was on hand for any questions - thank you Elliot. This will reduce a lot of manual effort on my side

Easiest solution to backfill historical Dated Rate

I had issues with the current integration and our FX rate was off for a couple months. I was looking for a solution to backfill the historical Dated Rate and had reached out to several vendors, tried several apps and even salesforce support but it led to no where or require extra developing effort. This app works like a charm with just a single click, very easy to configure. Elliot is also very helpful. Even it's a free app but he replied to my question right away and even offered to provide extra consultation for our issue. Highly recommend this app for Dated Rate update. I just wish there is an option to update the CurrencyType table to match the daily Dated rates.

Tracy and I met and she helped me understand what it is she was looking for. Because this is a general feature that I believe improves the App for everyone, I was happy to add it, and I had it in a new version release in the next day.

Quick, easy and reliable

Set-up is quick and easy, and then you can manage and monitor performance and results from a single page. Does exactly what we need.

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Currency Exchange Rate Sync

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