Manage Currencies

Use one or more currencies in the CT Mobile app.

Single Currency

By default, Salesforce organizations use a single currency. To set a currency:

  1. Go to Setup → Company Settings → Company Information.

  2. Click Edit.

  3. Select the required currency in the Currency Locale picklist.

  4. Click Save.

The setup Is complete. After setting the currency locale, all currency values are displayed in the selected currency on the records of the custom related lists, layouts, and mini-layouts.

Multi-Currency

Please get familiar with the Salesforce considerations for Enabling Multiple Currencies.

Enable multiple currencies to have the ability to manage the record currency:

  1. Go to Setup → Company Settings → Company Information.

  2. Click Edit.

  3. Select the Activate Multiple Currencies checkbox.

  4. Click Save.

The setup is complete.

  • The selected currency is displayed in the Currency ISO Code field as a three-letter code.

  • After typing in the value, the currency selected as default will be displayed.

If there are several active and available currencies for the mobile user, add the Currency ISO Code field on the mini-layout to have the ability to select the desired currency. Otherwise, the default currency from the Currency ISO Code field of a User record will be added.

The currency code will be displayed on the layout, mini-layout, and in the custom related list.

  • When currencies differ in the Currency ISO Code field of an open record and the User record:

    • The value will be displayed according to the Currency ISO Code field of the record;

    • The value from the Currency ISO Code field of the User record will be displayed in the parentheses according to the rate from Conversion Rates.

  • Otherwise, the value will be displayed only according to the Currency ISO Code field of the record.

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