No more manually downloading and creating Dated Exchange Rates so your opportunites show the correct converted currency rates.
I provide step-by-step instructions on how to signup for a free API account to get the exchange rates, configure the flow and schedule it.
But you can't schedule HTTP Callouts in scheduled flows? Well let's just say without a bit of magic from unofficialsf dot com you can't. So I sprinkled that in too.
Need help to build this in your org? There's a link at the end of the article where you can schedule an appointment with me to do it for you.
https://blog.certifycrm.com/automate-exchange-rates-with-http-callout/
Thanks, I passed on that feedback to the Named Credentials product owner. The intention in the future is to move the Named Credentials setup to a wizard-like experience, but timing is to be determined.
In the meanwhile, post any questions you have about using the new named credentials with HTTP Callout to this group.
