Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Loading
Loading
Automated Currency Updater PRO
Automate Exchange Rates in Salesforce — Accurate, Reliable, Set & Forget
Overview
Automated Currency Exchange Rates for Salesforce (Multi-Currency & Dated Rates) Update exchange rates automatically in Salesforce with reliable sources, full support for Advanced Currency Management and Custom Objects. Set once, run daily, and forget. đź’±
1st 100% automated service for currency exchange rates updates. Reliable Sources: European Central Bank, CurrencyLayer, Bank of England, Bank of Canada, Bank of Israel, Custom Integrations
Setup once, then works without user intervention
Audit and traceability using logs
Advanced Multi-currency Support for Custom Objects
FinancialForce, CPQ, Vlocity, Veeva and nCino Integrations*
Trusted over 13 years in the Appexchange as the #1 solution for Currency Management
Historical Exchange Rates Load
Product & Pricebook Management
Stop losing revenue due to outdated exchange rates / FX in Salesforce Managing multi-currency in Salesforce is powerful — but keeping exchange rates updated is manual, error-prone, and risky. Even small inaccuracies can lead to: Incorrect revenue reporting Overpaid sales commissions Broken forecasts Compliance risks Companies without automated currency updates can lose thousands per year due to small rate deviations
Categories
- Business Needs
- SalesFinanceAdmin & Developer Tools
- Industries
- Financial Services
- Personas
- AdministratorBusiness UserSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile