Currency Configuration
- Yurii Perevuznyk (Deactivated)
Multi-Currency - Yes
This option should be enabled if your Magento has multiple stores with different currencies.
NOTE: Salesforce multi-currency support must be enabled as well. See Salesforce Documentation
Read next article for more information Multi-currency support
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab
set “Multi-Currency“ option to “Yes“
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“
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
As a result, Order will be synchronized to Salesforce in currency US Dollar
Currency selected by the customer
The “Which currency should be used” - “Currency selected by the customer“ will use the price value from the currency which customer choose on Magento Frontend
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“
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 “Currency selected by the customer“
go to Magento Frontend - Switch currency to Euro and place an order
As a result, Order will be synchronized to Salesforce in currency Euro
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
Change Rate and click Save Currency Rates button
Click Synchronize Salesforce button
Go to Salesforce Org - Setup - Search for Manage Currencies
Check Conversion Rate was synchronized
Multi-Currency - No
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab
set “Multi-Currency“ option to “No“
If set “Multi-Currency“ option to “No“ state new additional option appears - “Which currency should be used”
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 “Euro“ for example
select “Allowed Currencies“ - “Us Dollar“ and “Euro“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab
set “Multi-Currency“ option to “No“
set “Which currency should be used” option to “Base store currency“
go to Magento Frontend and place an order
Currency selected by the customer
The “Which currency should be used” - “Currency selected by the customer“ will use the price value from the currency which customer choose on Magento Frontend
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 “Euro“ for example
select “Allowed Currencies“ - “Us Dollar“ and “Euro“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Currency Configuration tab
set “Multi-Currency“ option to “No“
set “Which currency should be used” option to “Currency selected by the customer“
go to Magento Frontend and place an order
Our module does not send to Salesforce currency code. Currency signs should be configured in Salesforce manually
Go to Salesforce - “Gears“ button - Setup
type “company information“ into the “Search Setup“ field and select “Company Information settings“
Click on the “Currency Setup“ button and change the currency code
