---
schema_version: "1"
id: 54a805698661011f1452e0429e0676e3a64a290d2ad190c399c2fc20b7499548
title: Edit Dated Exchange Rates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/administration_editing_effective_dated_exchange_rates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.administration_editing_effective_dated_exchange_rates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a55565b4c7f9f3343bd27c26d71a6cc5121dd1860dc1c7ff2b2343e53209153c
description: Add, view, change, or delete dated exchange rates.
products:
  - Sales Cloud
release: "264"
---
# Edit Dated Exchange Rates

Add, view, change, or delete dated exchange rates.

### 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>Group</strong>, <strong>Professional</strong>, <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%">
          <col style="width:50%">
        </colgroup>
        <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="d70580e79">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70580e79 ">To view currencies:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70580e79 ">View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70580e79 ">To change currencies:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70580e79 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

To add new dated exchange rates:

1. From Setup, enter Manage Currencies in the Quick Find box, then select **Manage Currencies**.
2. Click **Manage Dated Exchange Rates**.
3. Click **New Exchange Rates**.
4. Enter the date that the exchange rates go into effect.
5. Enter the exchange rates. The exchange rates default to the current exchange rate. If you do not want to set a new exchange rate for a currency, delete the exchange rate (leave the field blank).
6. Click **Save** to save the new dated exchange rates.

![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 When Salesforce converts a currency amount, it uses a two-step sequence: the record currency converts to the corporate currency first, then converts again to the user's personal currency. Because conversion happens in two steps, outdated exchange rates can compound variation across both conversions. To minimize variation in converted amounts, keep your dated exchange rates current.

To view existing dated exchange rates, select the date range you want to view either by entering the date and clicking **Go!**, or by selecting **Previous Range** or **Next Range**.

To delete a dated exchange rate for a particular currency, click the name of the currency you want to edit, then click **Del** for the date range you want to delete. If the date range you want is not displayed, enter it in the Show all rates with start dates between fields and click **Go!**.

To edit your dated exchange rates for a particular currency, click **Edit** for the date range you want to edit. If the date range you want is not displayed, enter it in the Show all rates with start dates between fields and click **Go!**. Edit the exchange rate, setting it to the new value for the date range, and click **Save**.

#### See Also

- [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.")
- [Manage Multiple Currencies](https://help.salesforce.com/s/articleView?id=sales.admin_currency.htm&release=264.0.0&type=5 "Give your sales team the ability to use multiple currencies in opportunities, forecasts, quotes, reports, and other data.")
- [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.")
- [Administrator setup guide: Using Multiple Currencies](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_using_multiple_currencies.pdf)