09 Jun Revenue Cloud – Setting Up Multi-Currency
Once multi-currency is enabled in your org, you need to configure Revenue Cloud to ensure correct pricing on quotes and product additions. Follow these steps:
1. Open the Lookup Table
- From the App Launcher, search and open “Lookup Tables”
- Find and open the “Price Book Entries V2” record
2. Deactivate the Lookup Table
- Click the Deactivate button at the top-right
- If you see an error mentioning expression set versions, follow these steps:
2.1 – From App Launcher, search and open “Pricing Procedures”
2.2 – Open each record listed in the error matching the API name.
2.3 – Scroll to “Pricing Procedure Versions”
2.4 – Open the active version and click Deactivate
2.5 – Repeat for all versions referenced in the error
3. Edit the Lookup Table
- Go back to “Price Book Entries V2”
- Open the Details tab
- Click Edit to launch the Decision Table Wizard
4. Add Currency Condition
- Click Save & Next until you reach Step 2 of 4
- Click Add Condition
- Add CurrencyISOCode
- Click Save & Next and then Finish
5. Reactivate the Lookup Table
- Click Activate on Price Book Entries V2
6. Update Pricing Procedures Input Variable
- Open your default Pricing Procedure and make the below changes
- In the first Pricing Settings node, go to Input Variables
- Set the Currency value to SalesTransaction > CurrencyISOCode
- Make the same changes to the Product Discovery Pricing Procedure as well.
- In the first Pricing Settings node, go to Input Variables
- Set the Currency value to PricingCurrencyCode
7. Currency Mapping in SalesTransaction Context Definition
- Make sure the Currency Mapping is correct within the active SalesTransaction Context Definition>> QuoteEntitiesMapping
8. Reactivate Deactivated Pricing Procedures
- Go back to each deactivated version and click Activate
9. Refresh the Decision Table
- Refresh the “Price Book Entries V2” decision table
- Better to Rebuild the Index as well.
Reference: Salesforce Help