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Charlotte Cabrillac a posé une question dans #Data Management
My company is based in the UK, all my products are for the moment saved in GBP in my Standard PriceBook. I created a new opportunity in EUR. And now I would like to know how to proceed to add my products to this opportunity??

 

As my products are only in GBP, I can't find them through my EUR opportunity. Here is what I tried:

 

- I allowed multi-currency and registered the conversion rates for all the currencies I will have to use.

 

- Then I created my opportunity settled in EUR.

 

- I tried to create a pricebook in EUR in which I added the products needed. But even with a ticking list for currency on my pricebook they keep my prices in GBP.

 

- I tried to edit my products to add their value in EUR on both my standard price book and my EUR price book, but I could only change the price, not the currency.

 

Thank very much if you take the time to help a salesforce beginner in distress...
3 réponses
  1. 17 mai 2016, 10:48
    Apparently when I add a product, I have to pick in which currency I want it. But I need all my products to be accessible in all the currencies ! Does that mean I have to calculate myself the conversion and create a clone of each product for each currency?!
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