---
schema_version: "1"
id: eed711bb53a318925d292051ecd00d5ba3fc75e808db3d6a1e11c6ea36cc94d5
title: Set Currency and Loyalty Codes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_setting_currency_and_loyalty_codes.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_setting_currency_and_loyalty_codes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8a756f92e5f5b9658302f15b6be050f99d98bef1a9efad7d1e843c74fb23e6f9
description: Learn how to set currency and loyalty code picklist values for Salesforce Industries CME package.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Set Currency and Loyalty Codes

Learn how to set currency and loyalty code picklist values for Salesforce Industries CME package.

Two additional fields are included in price lists, **Currency Code** and **Loyalty Code**. By default, **Currency Code** is **USD** (US dollars) and **Loyalty Code** is **PTS** (points). You can modify these values as a part of the Salesforce global value sets. By default, for existing pricing lists, both the **Currency Code** and **Loyalty Code** aren't selected. However, the standalone pricing element requires the **Currency Code** and **Loyalty Code**. You must select the **Currency Code** and **Loyalty Code** to save any new and update all existing standalone pricing elements.

If you do not set a currency code for each price list, your standalone pricing elements will not have a currency code. This makes the pricing elements invalid. Products associated with invalid pricing elements are not displayed in the cart.

After you set the pricing and loyalty codes, you run the EPCPEUpdateCurrencyCode class, which sets the currency code for each standalone pricing element in the system.

You must perform these steps even if you are not using loyalty pricing.

To set the currency and loyalty codes:

1. If you have not already done so, run the Install Default Vlocity Objects and Layouts batch job, located on the Vlocity CMT Administration tab, in the EPC batch jobs section. For more information, see [Running Vlocity EPC Jobs for an Upgrade](https://help.salesforce.com/s/articleView?id=ind.comms_t_running_vlocity_epc_jobs_for_an_upgrade_136679.htm&language=en_US).
2. (Optional) Edit the Currency Code and Loyalty Code global value sets.
    
    - From Setup, in the **Quick Find** box, enter Picklist.
    - Click **Picklist Value Sets**.
        
        ![Global Value Sets for Currency Code and Loyalty Code.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_picklistvaluesets_currencycodeloyaltycode.jpg)
    - Click **Currency Code**.
    - In the **Values** related list, click **New**.
        
        The **Add Picklist Values Currency Code** page opens.
    - Enter the currency codes.
        
        ![The Add Picklist Values page for Currency Code.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_addpicklistvalues_currencycode.jpg)
    - Click **Save**.
    - Click **Back to List**.
    - Click **Loyalty Code**.
    - In the **Values** related list, click New.
        
        The **Add Picklist Values Loyalty Code** page opens.
    - Enter the loyalty codes.
    - Click **Save**.
3. For each active price list, select a **Currency Code** value and a **Loyalty Code** value.
    
    - In the Vlocity Product Console, next to Price List, click **Search**. ![Search Price List.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/productconsole_searchbutton.jpg)
    - Leave the **Search Price List** box blank and click **Search**.
        
        ![Results for Search Price List.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/productconsole_pricelistssearch.jpg)
    - Next to the first active price list, click **Edit**. ![The pencil icon to edit or configure](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/productconsole_editbutton.jpg)
        
        ![The Currency Code and Loyalty Code values in the General Properties of the Pricelist page.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/productconsole_pricelist_currencycode_loyaltycode.jpg)
    - In the **Currency Code** list, select the appropriate currency code.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png)
        
        Note
        
        Although this is multiselect picklist, Vlocity supports only one currency code per price list. Select only one option.
    - In the **Loyalty Code** list, select the appropriate loyalty code.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png)
        
        Note
        
        Although this is multiselect picklist, Vlocity supports only one loyalty code per price list. Select only one option.
    - Click **Save**.
    - Repeat steps c through f for each active price list.