How to install:
1. Go to our Appexchange listing.
2. Click on the “Get it now” button.
3. Enter your username and password for the Salesforce organization in which you want to install the package, and then click the login button.
4. Click on Install for Admin only (the update will run with the admin user who setup the app).
5. Follow the next configuration steps.
Do we have some days to test the application?
After installing Currency Updater, you will have a 30-day free trial.
Can we test Currency Updater Pro in a Sandbox org?
Yes, of course. You can work with Currency Updater Pro in any type of org and it is really easy to set up. Try it in your sandbox and install it in your preferred org. Just remember, you can only have one license by org.
Do I have to create a different user for Currency Updater Pro?
No, the application uses the SSO (Single Sign On) feature of Salesforce to make it easier for you. The main idea of this app is for you to forget that you have it. Just install it, set it up on a breeze, and let it work!
In the AppExchange you can change your Credit Card information:
Please follow these steps:
- Go to the AppExchange.
- Click on Log In (top right-hand corner) and introduce your credentials, if needed.
- Click on the picture (top right-hand corner) and click on “My Installs & Subscriptions”.
- Locate “Axy7 Automated Currency Updater PRO” and on the right side, click on the arrow and “Manage Subscription”.
- Clic on the “Edit” button (tab at the bottom)
- Click on Edit Payment.
- Introduce the new credit card details and click on Review Changes and Save.
If you have any questions, comments, or concerns, please contact us.
Currency Updater needs to update your currency exchange rates. To update them, an administrator user is required. We don’t store your credentials in any place.
1. Log in to Salesforce with new user credentials.
2. Go to the Currency Updater Setup tab.
3. Click on the “Authorize” button and enter user credentials, if Salesforce asks for them.
4. Go to the “Schedule” tab and click on the “Schedule” button.
In Salesforce, there are two types of currency configurations: Basic Currency and Advance Currency (Dated). The difference between using Basic Currency Exchange Rates and Dated Exchange Rates is that the former has no history associated with it. However, when your org makes changes to a Dated Exchange Rate, the history is preserved for tracking. This is especially helpful when exchange rates fluctuate significantly.
When a change is made to the Basic Exchange Rate, there’s no history logged about the previous rate. This change affects all opportunities, forecasts and other amounts that use the current conversion rate; something which can significantly affect profit projections based on opportunities stored currently in the system. This is more likely to have a major impact on large, multi-national companies than on small businesses.
For more information click here.
The information is taken from European Central Bank or Currencylayer, it is under your choice. For us, it is crucial to have as much information as we can to be as accurate as possible, but it is important to keep in mind that currency values might differ a little between suppliers and also depending on the time of the day they are consulted.
As many currencies as supported by our sources European Central Bank or Currencylayer.
You can only use this source when your corporate currency is Euro.
Supported currencies are available here.
Unfortunately, the services that Yahoo, Google, or Bloomberg offered have been closed and we cannot get information regarding the exchange rate. For this reason, all users who use those ones as a database source will be redirected to Currencylayer. Access to your Currency Updater configuration to choose the one that fits your needs.
Now, with Currency Updater Pro is extremely easy to configure and setup: you can schedule the update to run daily, weekly, monthly and at the time of the day you specify.
Usually, this error happens when you have scheduled the update and the system schedules the job for the next day. Please review if you can view the job in Setup > Monitoring > Scheduled Jobs or Setup > Monitoring > Apex Jobs (check that you don’t have a custom view that could be filtering out the jobs).
In some Salesforce Organizations, Salesforce doesn’t allow updating a currency due to external reasons to CUP (Currency Updater PRO). In this case, a Currency Updater Log with KO status will appear for each currency, with the following error “…can’t be updated on SF. Error: …”. This error occurs when Salesforce has to do multiples recalculations in many records with a currency field. When these recalculations are in progress, Salesforce doesn’t allow updating the remaining currencies.
Should this problem arise, we have already implemented a new feature that fixes it. Until all the currencies configured and located in the selected source are updated, CUP will execute the update process every 5 minutes for the number of hours selected on the section “Advanced Setup” of the “Currency Updater Setup” tab, as a maximum (5 hours default). You will see several records of the Currency Updater Log, one for each retry.
When you are getting this error, you need to take into account that the currency update will be delayed for some hours. Please, schedule the update within a sufficient time frame.
When the update is processing, the system gets currencies from the Currency Type object (Basic), which have not been updated on that day. This means that only one update per day will be processed.
1. Go to the Currency Updater Setup tab.
2. Go to the Custom Dated Exchange Rates section.
3. Select the Object Name.
4. Select the Exchange Rate field where you want to save the exchange rate value.
5. Select the Date Field.
6. Click Save.
You need to set up your Salesforce. Log in on the “Start Currency Updater” tab by clicking on the “Authorize” button. If the problem persists, please try to uninstall and reinstall the app.
When you setup the App, you can click on the “Schedule” button or on “Run now and Schedule”. If you clicked on “Schedule”, the process will execute on the next day. Please review Setup > Monitoring > Scheduled Jobs where you will find a pending job with the date / time when the process will run next.
Every time the App runs at your scheduled time, results are saved on a system log. You can check in the “Currency Updater Logs” tab whether the rate update was unsuccessful, and see the issues found or see the exchange rates that came over when successful.
If you have enabled both currency exchange types (Basic & Advance), system will add one line for each of them. The first one will be the Basic and the second one the Advanced update.
In some Salesforce Organizations, Salesforce doesn’t allow to updating a currency due to external reasons to CUP (Currency Updater PRO). In this case, a Currency Updater Log with KO status will appear for each currency, with the following error “…can’t be updated on SF. Error: …”. This error occurs when Salesforce has to do multiple recalculations in many records with currency field. When these recalculations are in progress, Salesforce doesn’t allow to updating the remaining currencies.
Should this problem arise, we have already implemented a new feature that fixes it. Until all the currencies configured and located in the selected source are updated, CUP will execute the update process every 5 minutes for the number of hours selected on the section “Advanced Setup” of the “Currency Updater Setup” tab, as maximum (5 hours default). You will see several records of the Currency Updater Log, one for each retry.
When you are getting this error, you need to take into account that the currency update will be delayed for some hours. Please, schedule the update within a sufficient time frame.
Logs will be stored in the Dated Exchange Log tab where you will find any errors that could be generated while attempting to update configured object records. If there is an error, please correct it and then press the Retry Exchange Rate button so that the update process tries to write the exchange rate again according to the established configuration.
The tab may not display if you already had the application installed and just made the update. Follow these steps to display the tab:
1. Go to Salesforce Setup.
2. Go to App Manager.
3. Go to the Currency Updater app, and click edit.
4. Add the Dated Exchange Logs tab.
5. Click Save.
Error: can’t be update on SF. ERROR: entity type cannot be inserted: Dated Conversion Rate
When you see this error in the logs it could be for 2 reasons:
- You have selected Advanced or Both in the Type, during the configuration in the Setup but your Advanced Currency Management is not active in Salesforce. Please follow this instructions to activate it.
- The configured user to update the currencies has not Customize Application permission. Check his or her profile or permission set.
Error: can’t be update on SF. ERROR: DUPLICATE_VALUE
DUPLICATE_VALUE error:
This error happens mostly when you have selected the option of “Advanced”. The system is trying to update only the Dated Conversion Rate table, and not the Conversion Rate table.
If you are going to use Dated Exchange Rates, our recommendation is to select “Both”. By doing this, our system will update both Salesforce tables and the previous issue will not appear.
Financial Force Integration is setup but not working, why?
If enabled the FinancialForce Integration and it is not working please check these possible causes:
- The Exchange Rates in FinancialForce will be done after the Daily job runs.
- Check if this class exist in your salesforce instance: S4G_CU_ChildUpdateCurrenciesFF
- The Scheduler User needs to have this permission set: Currency_Updater_Setup
- Ensure each Accounting Company has in the child User table an entry for the user who scheduled the Currency Updater Job.
How to uninstall Currency Updater Managed Package.
Simply go to your Setup > Installed Packages > Currency Updater and Click Uninstall.
If the uninstall button is disabled it could be for the next reasons:
- You have activated Financial Force Integration. Disable it before uninstalling.
- You have active Custom Object Rules for Dated Exchange Rates. Deactivate them before uninstalling.
- You have custom developments, like reports, flows, or fields using our Currency Updater Objects. Please delete them before uninstalling.
- The Schedule Job is running. Cancel manually the scheduled job, wait for the batch to finish, and try again.
- Prioritized sources. If a currency is not available on the first source set by default, it would search for it on the next ones.
- Improve logs with more descriptive messages, notifications when a process fails, and setup options.
- Improve the setup page with a “News” section.
- We are always open to any suggestions about new improvements from you.
Unfortunately Salesforce doesn’t allow us to receive payments through bank transference.
The application’s payment model is based on a yearly subscription of 40€ per company per month (billed yearly), the payment is done directly through the Appexchange listing via the Salesforce checkout process in which you’ll be asked for your credit card information when making the installation on your production org. We will send you an invoice when the trial period expires and the payment is done.
You can manage your Currency Updater account by going to the “My Account Page” on the AppExchange page. Here you will see all your account and subscription information.
The app uses the standard Salesforce functionality. Find below a summary of Salesforce manage currencies:
Salesforce CPQ uses standard currency exchange management. We know that some objects, for example, Quotes, are customized when CPQ is used, which means that in Salesforce there are two types of currency configurations: Basic Currency and Advance Currency (Dated); custom objects are only supported with Basic Currency.
The difference between using Basic Currency Exchange Rates and Dated Exchange Rates is that the former has no history associated with it. However, when your org makes changes to a Dated Exchange Rate, the history is preserved for tracking. This is especially helpful when exchange rates fluctuate significantly.
When a change is made to the Basic Exchange Rate, there’s no history logged to the previous rate. This change affects all opportunities, forecasts, and other amounts that use the current conversion rate; something which can significantly affect profit projections based on opportunities stored currently in the system. This is more likely to have a major impact on large, multi-national companies than on small businesses.
Currency Updater allows you to update the exchange rates for your Salesforce organization’s currencies automatically, on a periodic basis. You can choose the update frequency, source, time, and exchange type (Basic, advanced, or both).
Here, you can find the most relevant solutions to your issues. We will keep updating this FAQ page with your new questions.
After hearing your comments about this matter, a Status Log in the app has been added. Anyway, if you have any questions about the app, we encourage you to write to our developer team, who is awesome and will be pleased to help you: support@axy7.com
1. Go to the AppExchange.
2. Click on Log In (top right-hand corner) and introduce your credentials, if needed.
3. Click on the picture (top right-hand corner) and click on “My Installs & Subscriptions”.
4. Locate “Axy7 Automated Currency Updater PRO” and on the right side, click on the arrow and “Manage Subscription”.
5. Clic on the “Edit” button (tab at the bottom)
6. Click on Edit Payment.
7. Introduce the new credit card details and click on Review Changes and Save.
The tab may not display if you already had the application installed and just made the update. Follow these steps to display the tab:
1. Go to Salesforce Setup.
2. Go to App Manager.
3. Go to the Currency Updater app, and click edit.
4. Add the Dated Exchange Logs tab.
5. Click Save.