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Auto FX for Salesforce by Bringing Solutions Ltd (Currencies)

*Currency Conversion for International Salesforce Customers

Overview

  • Multiple FX providers including OANDA, Open Exchange Rates, Fixer, currencylayer and now Xignite.

  • 100% Lightning powered UX. Schedule a job to run independently in the background to update static and/or dated exchange rates. Very simple to install and setup in minutes.

  • Hit the ground running with the Loader by updating years of historical exchange rates in seconds.

One of the major problems with forecasting revenues is caused by opportunities being transacted in different currencies. Salesforce lets you set up and manage currencies for your organisation so that you can see the “converted amount” for the opportunity in your own currency. But where do these rates come from? Until now they had to be updated by your system administrator by looking at exchange rate websites and updating the currencies manually. Now these rates can be fed directly from multiple data sources into your Salesforce account so your forecast revenues reflect the current exchange rate. There is no room for typing errors or inaccurate rates.

Categories

Business Needs
Finance
Commerce
Accounting
Personas
Administrator
Developer
Sales Representative / Manager
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package