CurrencyJunction

Automate exchange rates in Salesforce.

CurrencyJunction is a Salesforce-native app that automatically updates exchange rates by connecting to sources like the Bank of Canada. Real-time API integration ensures accurate, up-to-date currency values across your Salesforce objects, saving you time and eliminating manual updates.

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Salesforce-native Currency management

Keep exchange rates, quotes and reporting accurate

Unified Currency

  • Automate conversion of secondary currencies into a unified currency
  • Simplify revenue forecasting for global companies
  • Deliver precise reporting and insights tailored to various geographic markets

Automated Workflow and Notifications

  • Sync exchange rates at preset intervals, eliminating the need for manual updates
  • Automate updates and send notifications for changes in the exchange rate
  • Reduce administrative workload, ensuring accurate, up-to-date currency data

Smoother Quoting Process

  • Unified currency streamlines client quoting across multiple regions
  • Simplifies the configuration of product prices in different currencies
  • Improves accuracy and consistency in international pricing and quotes

Global Currency Automation

Sync currencies and unify financial data across Salesforce.

Currency Syncing

 Automatically updates secondary currencies using real-time exchange rate data sourced from multiple banks via APIs, ensuring accurate currency conversion.

Schedule Updates

 Set custom update intervals—daily, hourly, weekly, or monthly—based on your business needs.

Fast Implementation

 The plug-and-play installation makes it easy to deploy and customize the app quickly.

Unified Currency

 Ensures consistency by applying the same currency across multiple objects and opportunities, providing accurate reports, dashboards, and forecasts.

Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Salesforce-native Digital Docs

$695 /month

  • Automatic exchange rate updates
  • Unified currency management
  • Precise reporting for each region
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Pro

Advanced Multi-docs Merge

Custom Pricing /month

  • All Growth plan features
  • Advanced workflow automation
  • Custom Exchange Rate Settings
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Ready to unlock Salesforce's full potential?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.