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QuotaPath setup for Salesforce Currency Conversion
QuotaPath setup for Salesforce Currency Conversion

Learn how to setup QuotaPath when converting multiple revenue currencies in Salesforce

Updated over a week ago

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.

First, go to your workspace preferences by clicking Settings in the left hand navigation and then Preferences. Confirm that your workspace is set to the correct currency:

This is the currency that QuotaPath will pull from Salesforce to use as the Deal Amount for measuring attainment. Earnings can be calculated in QuotaPath in multiple currencies. For more information on setting up multiple earnings currencies, view this article.

Next, please review this article to confirm that you have the correct user permissions to integrate Salesforce.

Last, sync Salesforce to QuotaPath by clicking Settings in the left hand navigation and then Integrations. Click "Connect" next to the Salesforce logo.

If you have already connected Salesforce and you made a change afterwards to either a). your QuotaPath workspace currency, or b). your Salesforce permissions, you will need to disconnect and re-connect Salesforce in QuotaPath. Click "Disconnect" next to the Salesforce logo, and then choose to "Remove" deals in the pop-up modal. Then, re-connect your Salesforce by clicking "Connect" and re-authenticating.

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