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Multi-Currency Handling in Weflow

Weflow supports multi-currency setups configured in your Salesforce CRM, so pipeline values display and aggregate correctly across different currencies.

How it works

Weflow relies on the currency settings you define in Salesforce. Under Manage Currencies in Salesforce, you set a corporate (default) currency, for example the Euro, and add any additional currencies along with their conversion rates.

Weflow automatically detects the currency of each opportunity based on what is assigned to it in Salesforce. In your pipeline, individual opportunities display in their own currency (for example USD, EUR, or GBP).

Aggregated values

When Weflow shows an aggregated value that combines multiple opportunities, it displays the total in your corporate (default) currency.

This is not a one-to-one conversion. Weflow applies the conversion rates defined in your Salesforce CRM settings. So a total that combines EUR, GBP, and USD opportunities is converted using those rates before the sum is displayed.

Managing conversion rates

To update how currencies are converted, adjust the conversion rates in your Salesforce Manage Currencies settings. Weflow uses those rates directly for all aggregated calculations.

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