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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“

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

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

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

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

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

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