If your company uses multiple currencies, select whether to use your corporate currency in forecasts, or to use each forecast manager’s personal currency.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view the Forecasts Settings page: |
View Setup and Configuration AND View All Forecasts OR Allow Forecasting OR delegated forecast manager |
| To edit the Forecasts Settings page: | Customize Application |
Before you start, make sure that you’re working in Lightning Experience and that Salesforce Forecasting is turned on. Then review the information about using multiple currencies.
- Review the information in Multiple Currencies in Forecasts.
- From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
- In the Select a Default Currency section, next to Forecast Currency, choose an option.
- Save your changes.