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  • go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab

  • set “Multi-Currency“ option to “Yes“

If set “Multi-Currency“ option to “Yes“ state new additional option appears - “Enable Automatic Sync”

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“Enable Automatic Sync” - “No“ - disable automatic currency synchronization

“Enable Automatic Sync” - “Yes“ - allows you to schedule automatic currency synchronization

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Base store currency

The “Which currency should be used” - “Base store currency“ will use the price value from the Magento base currency

  • go to Magento Admin panel - Stores - Configuration - General - Currency Setup - Currency Options tab

  • set “Base Currency” option to “Us Dollar“ for example

  • set “Default Display Currency” option to “Us Dollar“ for example

  • select “Allowed Currencies“ - “Us Dollar“ and “Euro

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  • go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab

  • set “Multi-Currency“ option to “Yes“

  • set “Which currency should be used” option to “Base store currency

  • go to Magento Frontend - Switch currency to Euro and place an order

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As a result, Order will be synchronized to Salesforce in currency US Dollar

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Currency selected by the customer

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  • go to Magento Admin panel - Stores - Configuration - General - Currency Setup - Currency Options tab

  • set “Base Currency” option to “Us Dollar“ for example

  • set “Default Display Currency” option to “EuroUs Dollar“ for example

  • select “Allowed Currencies“ - “Us Dollar“ and “Euro

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  • go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab

  • set “Multi-Currency“ option to “No“ “Yes“

  • set “Which currency should be used” option to “Currency selected by the customer

  • go to Magento Frontend - Switch currency to Euro and place an order

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As a result, Order will be synchronized to Salesforce in currency Euro

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Enable Automatic Sync

If set “Multi-Currency“ option to “Yes“ state new additional option appears - “Enable Automatic Sync”

...

“Enable Automatic Sync” - “Yes“ - allows you to schedule automatic currency synchronization

...

“Enable Automatic Sync” - “No“ - disable automatic currency synchronization

In this case currency synchronization could be performed manually

  • Go to the Magento admin panel - Stores - Currency Rates

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  • Change Rate and click Save Currency Rates button

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  • Click Synchronize Salesforce button

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  • Go to Salesforce Org - Setup - Search for Manage Currencies

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  • Check Conversion Rate was synchronized

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Multi-Currency - No

  • go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab

  • set “Multi-Currency“ option to “No“

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