#1MinuteTip#SalesforceWinter24 To quickly export Translation Workbench files, use the filter to limit which of your available languages to include in the text file. Smaller text files export faster.
Product Area: Multi-Language
References & Useful URLs
For Related Winter ’24 Release Note Article – Click Here
Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.
If the users in your organization need to access Salesforce in different languages, you need to set up multi-language in Salesforce. Follow the step-by-step guide in this post to demystify the intricacies of enabling and setting multi-language in Salesforce
At a high level, Salesforce has categorized different languages in three different buckets offering the varying degree of support for each of the bucket:
Fully Supported Language: For “Fully Supported Languages”, translations are available out of the box for standard objects and fields, setup menu & help articles. Languages that fall in this category include English, German, French, Chinese (Simplified & Traditional), Japanese and others.
End-User Languages: For “End-User Languages”, Salesforce provides translated labels for all standard objects and pages, except administrative pages, Setup, and Help. Languages that fall in this category include Arabic, Greek, Polish, Herbew, Indonesian, Vietnamese etc.
Platform-Only Languages: For “Platform-Only Languages”, no out of the box translation but you can translate items such as custom fields, custom labels, picklist values etc. Standard objects and fields can be renamed, but not translated (there is a difference between the two). And languages that fall in this category include Hindi, Bengal, Malay, Urdu, Albanian, Armanian & many others.
Click here to view the full list of languages supported by Salesforce under these three categories. And for easier understanding and visualization, here is how the multi-language support looks like
Now let’s take a look at how do we actually set up and configure Salesforce for different languages. Step by step.
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.
Get Download Access to this & 150+ More Step-by-Step Guides with “All Access” Pass. A simple and single plan to access our entire library of courses, guides, workshops & masterclasses on Salesforce.
This post hopefully, will give you a good understanding of the overall multi-language settings in Salesforce. For finer details on some of the topics like right-to-left languages or Salesforce Knowledge, please refer to the following URLs
If your organization is spanned across multiple countries, you may want to explore and understand the multi currency feature in Salesforce. Along with multiple languages, Salesforce also supports multiple currencies. In a multi currency setup, users in different geographies can use their local currency when working on Opportunities & Quotes, viewing their Forecasts & Quota and analyze data in Reports & Dashboards.
There are two main aspects of multiple currency feature in Salesforce
Enable Multiple Currencies
Use Advanced Currency Management
1. Enable Multiple Currencies
This feature allows you to set a Corporate Currency and then add more currencies with their exchange rates. Once enabled, the currencies then can be set at the org level, user level and record level. You can also enable Parenthetical Currency Conversion which displays converted currency amounts to users whose personal currency is different from the record currency.
Note: Multiple Currencies in Salesforce once enabled cannot be turned off. So, it is an irreversible action.
2. Advanced Currency Management
This feature allows you to manage Dated Exchange Rates that map a currency conversion rate to a specific date range. Once enabled, you can define the currency exchange rates for specific date range as shown below.
Automatic Currency Updater Apps on AppExchange
Although Salesforce supports Multiple Currencies and Advanced Currency Management, both the features require manual updating of currency exchange rates. There are a few apps on AppExchange that update the rates automatically once setup. Hence, it removes the manual intervention and likely human errors dealing with currencies. After all, money matters!
Understanding the nuances of multi currency feature and specifically Advance Currency Management can be a little confusing and overwhelming initially as specific functionalities are available in specific areas only. And hence this step-by-step guide. After going through the guide, you will learn how to:
Enable Multiple Currencies
Add New Currencies
Analyze the Impact on Various Features in Salesforce
User’s Personal Currency
Forecasts & Quote
Product & Price Books
Opportunity & Opportunity Products
Opportunity Splits
Quotes
Reports & Dashboards
Custom Objects
Enable Advanced Currency Management
Manage Dated Exchange Rate
Analyze the Impact on
Opportunity & Opportunity Products
Opportunity Splits
Opportunity Reports
Custom Objects
Forecasts
Explore Automatic Currency Updater App on AppExchange
So let’s dive right in …
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.
There was nothing missed in this one – it was awesome! Thank you so much for putting this together.
Theresa
Very detailed information and helped me to full fill my requirement.
Murali
I downloaded the pdf to get a general picture of the currency settings, so it served the purpose. Thank you!
Rossina
information and steps provided was clear and helpful
Seema
It was step-by-step guide with screenshots that helped the most.
Ausrine
It is a complete resource. I found it easy to read and understand. Way much better than the oficial SF docs
Manuel
Awesome Post, one stop source to learn everything about Multicurrency
Get Download Access to this & 150+ More Step-by-Step Guides with “All Access” Pass. A simple and single plan to access our entire library of courses, guides, workshops & masterclasses on Salesforce.
Way back in 2012, while working on a project, I had the requirement of uploading data containing Chinese, Thai, Vietnamese etc. characters in Salesforce. The data to be uploaded was available in Microsoft Excel format. However from Excel, when I tried to save the data in CSV format a lot of characters were converted to ‘ ? ‘ (question mark) resulting in the loss of data. Earlier Excel did not allow us to specify the encoding of the CSV file (when this blog post was originally written back in 2012).
So here is the revised solution to this kind of requirement:
Once you have the data in Excel format, save the file as ‘CSV UTF-8 (Comma delimited)’ (this option is available in Excel)
Launch the Data Import Wizard in Salesforce and select your file to Import and the Encoding in the drop-down list. This could be either in UTF-8 or UTF-16 format, depending on the selection you used when saving the CSV file.
Get Download Access to this & 150+ More Step-by-Step Guides with “All Access” Pass. A simple and single plan to access our entire library of courses, guides, workshops & masterclasses on Salesforce.
