Add the Custom Currency Type Field to Quotes
You can enable salespeople to enter a currency when creating a quote.
Here's how to add an editable custom currency field:
- Sign in as the sales administrator or as a setup user and create and activate a sandbox.
- Navigate to .
- In the navigation tree, expand Standard Objects, and then expand Sales Order.
- Click the Fields node.
- On the Custom tab, select New from the Action menu.
- In the Select Field Type window, select the Currency field type and click OK.
- In the Create Currency Field window, enter a display name for the field for example, enter "Currency". Ensure that Updatable is checked in Constraints.
- Click Save and Close.
- Next, expose the new field for quotes (Sales Orders object).
- Click the Pages node in Sales Orders.
- In the Sales Orders: Pages page, ensure that the Application Pages tab is selected.
- From the Actions menu, select Duplicate.
- In the Duplicate Layout dialog box, enter a name for the new layout and click Save and Edit.
- In the Landing Page Layout page, click the edit icon next to Fuse Quote Overview Table.
- In edit mode, find the newly created Currency field in the Available Fields box and move it to the Selected Fields box.
- Click Save and Close and then click Done.
- Verify the changes by signing in as a user with access to the Quotes and Orders pages,
such as a sales administrator or salesperson:
- Navigate to Quotes and Orders while still in the active sandbox.
- Click Show Advanced Search.
- Click Add.
- Click Currency and add the field.
- Publish the sandbox.