---
schema_version: "1"
id: f2f32419955196fbb095ed142fc4579167aafa47c520cae53dfcbf3e00e8ef0c
title: Manage Multiple Currencies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/admin_currency.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.admin_currency.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a97199a0d18f8b4397b7c5b01fe00171bf7a8190d16b85e2ba43a79f8c7b1935
description: Give your sales team the ability to use multiple currencies in opportunities, forecasts, quotes, reports, and other data.
products:
  - Sales Cloud
release: "264"
---
# Manage Multiple Currencies

Give your sales team the ability to use multiple currencies in opportunities, forecasts, quotes, reports, and other data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d47891e72">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47891e72 ">To view currencies:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47891e72 ">View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47891e72 ">To change currencies:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47891e72 ">Customize Application</td>

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1. [Enable multiple currencies](https://help.salesforce.com/s/articleView?id=sales.admin_enable_multicurrency.htm&release=264.0.0&type=5 "To use multiple currencies, turn on the feature.").
2. To designate a corporate currency, from Setup, enter Manage Currencies in the Quick Find box, then select **Manage Currencies**, and then click **Change Corporate**.
3. To activate more currencies, click **New** in the Active Currencies related list.
4. To use dated exchange rates, enable advanced currency management.
5. Set conversion rates for new currencies. If you enable advanced currency management, see [Editing Dated Exchange Rates](https://help.salesforce.com/s/articleView?id=sales.administration_editing_effective_dated_exchange_rates.htm&release=264.0.0&type=5 "Add, view, change, or delete dated exchange rates.").

Companies can use multiple currencies in opportunities, forecasts, reports, quotes, and other currency fields. The administrator sets the corporate currency, which reflects the currency of the corporate headquarters. The administrator also maintains the list of active currencies and their conversion rates relative to the corporate currency. The active currencies represent the countries in which the company does business. Only active currencies can be used in currency amount fields.

Each user has a personal currency, which is used as the default currency in quotas, opportunities, quotes, and reports. Users can also create opportunities and enter amounts using other active currencies.

All standard and custom object records with currency fields have a field that specifies the currency to use for all amount fields in that record. Click **Edit** to display this editable Currency field on a record. For example, you can set the Account Currency to US dollars so that the Annual Revenue shows in dollars for one of your American accounts. All currency amounts are displayed in the default currency of the record. Administrators can choose whether to also display, in parentheses, the user’s personal currency if it’s different from the currency of the record. When you change the default currency of a record, currency amounts aren’t converted. They display the new currency code.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note If your org uses [advanced currency management](https://help.salesforce.com/s/articleView?id=sales.administration_about_advanced_currency_management.htm&release=264.0.0&type=5 "Advanced currency management allows you to manage dated exchange rates within opportunities using Salesforce. Dated exchange rates allow you to map a conversion rate to a specific date range."), the opportunity close date determines which conversion rate to use when displaying currency amounts.

Amounts in reports are shown in their original currencies, but can be displayed in any active currency. You can change the currency used for report totals by selecting a currency from **Show** | **Currencies**. The default value is your personal currency. For any amount, you can choose to display the Converted column—for example, Annual Revenue Converted—which shows amounts in the currency you select.

Custom formula fields aren’t tied to any particular currency. If the result of a formula field is a currency amount, it displays in the currency of the associated record. This rule is also true for cross-object formulas that reference merge fields with different currencies, and formulas in workflow rules and approval processes. However, workflow rules and approval processes that use filters instead of formulas convert all currency values to the corporate currency.

If currency fields are referenced in Apex, you can’t disable multiple currencies for your organization. For example, if Apex code references the Account Currency field (represented as `CurrencyIsoCode` in the code), you can’t disable multiple currencies.

- **[Enable Multiple Currencies](https://help.salesforce.com/s/articleView?id=sales.admin_enable_multicurrency.htm&release=264.0.0&type=5)**  
    To use multiple currencies, turn on the feature.
- **[Considerations for Enabling Multiple Currencies](https://help.salesforce.com/s/articleView?id=sales.admin_enable_multicurrency_implications.htm&release=264.0.0&type=5)**  
    Enabling multiple currencies introduces permanent changes in your org. Before proceeding, be aware of these implications to ensure a smooth transition.
- **[Activate and Deactivate Currencies](https://help.salesforce.com/s/articleView?id=sales.activating_and_deactivating_currencies.htm&release=264.0.0&type=5)**  
    For orgs with multiple currencies, specify which currencies are supported by activating or deactivating currencies.
- **[About Advanced Currency Management](https://help.salesforce.com/s/articleView?id=sales.administration_about_advanced_currency_management.htm&release=264.0.0&type=5)**  
    Advanced currency management allows you to manage dated exchange rates within opportunities using Salesforce. Dated exchange rates allow you to map a conversion rate to a specific date range.
- **[Edit Dated Exchange Rates](https://help.salesforce.com/s/articleView?id=sales.administration_editing_effective_dated_exchange_rates.htm&release=264.0.0&type=5)**  
    Add, view, change, or delete dated exchange rates.

#### See Also

- [Administrator setup guide: Using Multiple Currencies](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_using_multiple_currencies.pdf)
- [Enable Multiple Currencies](https://help.salesforce.com/s/articleView?id=sales.admin_enable_multicurrency.htm&release=264.0.0&type=5 "To use multiple currencies, turn on the feature.")