Display Account Currency for Opportunities on Account Overview Page

The opportunity summary box on the account overview tab displays the total amount of open opportunities in the corporate currency by default. However, for salespeople to view the amount in the currency where that account is located, you must perform a few setup steps.

Salespeople can associate the currency when they create an account. Theycan also view and update the currency from the edit account profile tab.

Here are the high-level setup steps:

1. Opt-in to the feature using the Change Feature Opt In link.

2. Set the profile option Use Object Currency for Account to Yes. The default value is No.

3. Add the currency field to the create and edit account pages using Application Composer.

Here's how to opt in and change the profile option.

1. Sign in as a setup user.

2. In the Setup and Maintenance area, go to the Sales offering.

3. Click the Change Feature Opt In link in the Functional Areas row.

4. On the Opt In: Sales page, click the pencil icon in the Features column in the Accounts and Contacts row.

5. On the Edit Features: Accounts and Contacts page, select the Enable check box for Use Account Currency for Opportunity Summary on Account Overview Page feature.

6. Click Done.

7. Click Done on the Opt In: Sales page and return to the Setup: Sales page.

8. To change the profile option, go the following:

   • Functional Area: Sales Foundation

   • Task: Manage Administrator Profile Values

9. Search for the profile option, Use Object Currency for Amount in the Profile Display Name field.

10. Select Yes in the Profile Option Value field.

11. Click Save and Close.

12. Enable the currency field on the create account page and the account profile tab using Application Composer.

13. Verify that the currency field is enabled on the create account and the edit account pages.

Enable the Currency Field

Enable the currency field on the create account page and the account profile tab using Application Composer.

1. In an active sandbox, click Navigator > Configuration > Application Composer.

2. In the Objects navigation tree, expand Standard Objects, Account, click the Pages node and ensure that the Application Pages tab is selected.

3. Edit the creation and details layouts to open the Configure Detail Form page. Here's how you edit the layouts.

   1. On the Creation Page layouts region, duplicate the standard layout by highlighting the standard layout and clicking the duplicate icon.

   2. Enter a new layout name and click Save and Edit.

   3. On the Creation Layout page, click the Edit icon.

   4. On the Details Layout page, click the Profile subtab for the field to display on the profile page.

   5. In the Subtabs Region, click the Edit Summary Subtab icon.

4. On the Configure Detail Form page, move Currency from the Available Fields window to the Selected Fields window.

5. Click Save and Close.

6. On the Details Layout page and the Creation Layout page, click Done.