If your company uses forecasts and multiple currencies, your Salesforce admin chooses a forecast currency and enables forecast types. The forecast currency is your corporate currency or each forecast owner’s personal currency.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
- Dated exchange rates aren’t used in forecasting.
- When you use forecasts, you select a display currency, which can be any currency that’s enabled in Salesforce. To change the currency, select a different currency from the gear (Lightning Experience) or the dropdown list (Salesforce Classic) in the upper right of the forecasts page.
- If you use revenue-based pipeline forecasts, when currency rates change, opportunities and adjustments roll up with the changed value along with values in the forecast table.
- Rate changes impact all forecast periods (historical, current, and future).
- Deactivating a currency that’s set as a user’s personal currency resets the user’s currency to the corporate currency.
- To edit your personal currency settings, edit your personal information.
- If you add a custom filter on a currency field as part of your forecast type definition, the corporate currency at the time the filter was created is used.
- The processing indicator (
) appears as changed values roll up (Salesforce Classic only).