Step By Step Guide to Multiple Currencies in Salesforce

Salesforce Multi Currencies

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

  1. Enable Multiple Currencies
  2. Use Advanced Currency Management

How to Upload Data in Different Languages in Salesforce

Upload Data in Different Languages in 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).

How to Setup Multi Language in Salesforce

Multi Language in Salesforce

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:

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