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Product Pricing Currency Updater

By Salesforce Labs

Rating
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Reviews
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Pricing
Free
Listed since
2024

About Product Pricing Currency Updater

Automatically syncing Price Book Entries with your exchange rates.

The Product Pricing Currency Updater (PPCU) is designed to automatically synchronize Price Book Entries with the latest exchange rates in Salesforce. This ensures that all pricing remains accurate and competitive across different global markets, which is crucial for businesses that operate in multiple currencies and maintain the prices in one unique currency. Our development was inspired and significantly enhanced by Logan Ganieany’s original open-source work, "Currency Crusher." His initial contributions to this field provided a strong foundation for adapting the solution to a broader Salesforce audience. We thank Logan for making his innovative ideas and code accessible, fostering community-driven enhancements and collaborations. GitHub from CurrencyCrasher: https://github.com/ganieany52/CurrencyCrusher Product Pricing Currency Updater's Documentation: https://salesforce.quip.com/EVbDAssnrlAw

Highlights

  • Automatic Exchange Rate Updates: Automatically update Price Book Entries with the latest exchange rates to ensure pricing accuracy across different currencies.
  • Batch Processing Efficiency: Utilize batch processing to handle large datasets, ensuring minimal impact on system performance during updates.
  • Custom Exclusion Options: Feature custom fields that allow users to exclude specific Price Books or Price Book Entries from automatic updates, offering greater control over pricing strategies.
  • Seamless Integration: Fully integrated with Salesforce, enhancing existing workflows without the need for external tools.
  • Enhanced Global Competitiveness: Maintain competitive pricing in global markets by ensuring all prices reflect current currency values.
  • User-Friendly Scheduling: Easily schedule and manage the frequency of currency updates with a custom scheduler class tailored to business needs.

Screenshots

Price Book Entry
Price Book Entry

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
Requires
  • Sales Cloud
  • Service Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on June 19, 2024
Languages
  • English