Auto FX for Salesforce by Bringing Solutions Ltd (Currencies)
Updates Salesforce Platform exchange rates from external providers for revenue forecasting and currency conversion.
Bringing Solutions LtdPaid
Currency Toolkit
by Anthology Partners LtdSalesforcePaid
Convert Salesforce currency and number fields using selected currencies, reference dates, and exchange-rate tables.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Currency Toolkit converts currency and number fields into other currencies in Salesforce. Each conversion can specify a reference date and source and destination ISO codes. Multiple exchange-rate tables can support purposes such as budget rates. The add-in supports custom fields, standard objects, and custom objects including Invoices.
Key capabilities
from the Salesforce AppExchange listingDated currency conversion
Converts values using a selected reference date and source and destination currency codes.
Multiple rate tables
Supports multiple exchange-rate tables for different purposes, including budget rates.
Custom field conversion
Converts custom currency and number fields.
Dated product prices
Supports conversion of product prices based on Opportunity Product dates.
Custom object support
Supports objects such as Invoices as well as standard objects.
Use cases
- A Salesforce org storing financial information in foreign currencies can apply dated conversion rates to revenue reporting.
- Invoice records can be included in currency conversions alongside standard Salesforce objects.
How it compares
Currency Toolkit sets the conversion date and source and destination currencies separately for each conversion and supports multiple exchange-rate tables. Multi Currency Conversion focuses on updating the latest conversion rates through scheduled or on-demand options. Currency Exchange Rate Sync creates daily DatedConversionRate records and supports bulk backfills and deletes.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Multi Currency Conversion | Free | Cloud | |
| Currency Exchange Rate Sync | Free | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Currency Toolkit allows you to convert any currency or number field to any other currency using any reference date. We also support the use of multiple exchange rate tables for different purposes (e.g. budget rates). Essential for any Salesforce customer who is storing financial information in foreign currencies in …»
Official marketplace listing
Marketplace
Publisher
Anthology Partners Ltd
Updated on marketplace
Facts verified