Multi-Currency Impact on Data Management
This article explains the impacts on the Data Management application after enabling Multi-Currency. For more information on the Multi-Currency support and the associated configurations, refer to the Configure Multi-Currency Support article.
Data Management
Unable to set Currency code for any Field
If your org is supported with single currency or enabled with Multi-Currency feature, Currency code field is not available in any object from the Data Management page. Following image displays Currency code setting for the Currency type fields which is not available in the new currency support.
Note: The same field is also not available for the existing customers enabled with Multi-Currency.
Default Currency Field in the User object
A standard field Default Currency is available in the User object to store the User Preferred currency in Gainsight. Admins can either sync each Gainsight user’s Default Currency from SFDC thru Salesforce Connector or assign/edit from the User Management page. For more information on User Level Currency and its usage in Gainsight, refer to the User Default Currency section in the Configure Multi-Currency Support article in the Additional Resources section.
Admins can add user default currency codes to the bulk user records from the User Management page > CSV Upload. This can be achieved by adding field mapping for Default Currency in the CSV Upload configuration. For more information on the CSV Upload configuration in the User Management, refer to the Gainsight User Management article.
To load default currencies into the Gainsight User object, the source currency codes should be available as supported currencies in the Gainsight Currency Management page. If the source default currencies are not available in Gainsight, the respective user records are not loaded into Gainsight.
In the Salesforce Connector > User Sync job, Gainsight Admins can add user default currency mapping from SFDC to Gainsight. This mapping is from Default Currency ISO Code (SFDC User field) to Default Currency (Gainsight User field) in the field mappings section. This field mapping is required to sync user preferred currency code from SFDC to Gainsight. Once the user preferred currency code is synced, it is populated in the User Management > Default Currency field, where Admins can change this for each user, as required. For more information on this configuration, refer to the Salesforce Connector section in the Multi-Currency Impact on Connectors article in the Additional Resources section.
User Management
When user records are added or edited manually from the User Management page, admins can add Default Currency from the dropdown as shown below. For more information on how to add users manually, refer to the Gainsight User Management article.
Admins can also add Default Currency header in the CSV file while adding users from CSV, through the User Management page. This CSV header is used to apply field mapping with Default Currency user field during the configuration. This configuration helps adding default currencies to Gainsight user records from CSV. For more information on how to add users from a CSV file, refer to the Gainsight User Management article.
Additional Resources
- Configure Multi-Currency Support
- Multi-Currency Impact on 360
- Multi-Currency Impact on Cockpit and Success Plans
- Multi-Currency Impact on Connectors
- Multi-Currency Impact on Email Assist
- Multi-Currency Impact on Journey Orchestrator
- Multi-Currency Impact on Renewal Center
- Multi-Currency Impact on Reports and Dashboards
- Multi-Currency Impact on Rules Engine
- Multi-Currency Impact on Sally and Company Intelligence
- Multi-Currency Impact on Scorecards
- Multi-Currency Impact on Surveys 2.0 and CX Center
- Multi-Currency Impact on X-Org Migration