If your company is using multiple currencies in Salesforce, follow the below steps to ensure your QuotaPath workspace is configured to pull the correct currency from Salesforce.

Before connecting the Salesforce integration, set your workspace currency. Your workspace currency is the currency that all deal values will be converted to.

To set your workspace currency, click Settings in the left hand navigation, and then select the Preferences tab. Find the workspace currency setting and use the dropdown to edit the currency:

Below the workspace currency setting, you'll see the option to "Manage Currencies". Please note this will take you to your workspace Currency Manager, which is where the exchange rates are managed for converting workspace members' earnings. For more information on setting up member currencies, view this article.

The Salesforce currency conversion can be optionally used in conjunction with our Currency Manager. Salesforce currency conversion will convert the deal value used for attainment credit and Currency Manager will convert the member's earnings amount.

In order for QuotaPath to access the necessary information in Salesforce to convert currencies, the QuotaPath admin will need to confirm that have access to the following Salesforce objects:

For QuotaPath's 1.0 integration version, all admins will need access to the above objects. For our 2.0 integration version, only the Admin that is authenticating will need access.

To confirm an admin has access to these objects and if using the 1.0 integration version, you can search for these objects after connecting the Salesforce integration in the mapping modal when mapping a component. For the 2.0 integration version, access can be confirmed by searching for the Objects in the Object modal during the integration set-up.

When connecting the integration, no additional steps need to be taken. Salesforce currency conversion will be automatically enabled.

For our 2.0 integration version, the above objects do NOT need to be selected in the Object selection step of the integration set-up.

If you need to disable the Salesforce currency conversion, please contact the QuotaPath support team.

All deal values from Salesforce will be automatically converted to the workspace currency. This includes any Calculated Fields or Computed Fields that are mapped as the deal value.

The exchange rate is dictated by Salesforce, not by Currency Manager in QuotaPath.

The date used for conversion is always the ‘Close Date’, unless this field is not available on the mapped object, in which case the basic conversion date from Salesforce will be used.