Internationalization

What is Internationalization?

Internationalization by Nimble AMS is supported between the US and several other countries for associations that need to trade globally.  The ability to interact and engage with people internationally provides a huge opportunity for organizations looking to expand their member base and growth opportunities.

You can configure the feature to work across multiple entities in Community Hub with the ability to view all Products, Events, Donations and Memberships in same Community Hub. Staff Users will be able to set preferred currencies for Community Hub users. Invoices will appear in both the local and preferred currency depending on how the feature is configured. 

Configuring Internationalization

You will need to:

  • Configure Staff View
  • Check Community Hub View to validate that the settings are correct.

Enable Multiple Currencies

Multi-currency | Disabling not permitted

Once enabled, Salesforce doesn't allow the multi currency functionality to be disabled.

Community Hub: Rollback a Currency or Multi-Currency Feature

You can rollback the multi-currency feature from Community Hub, by following the below steps: 

  1. Turn off the Multi Currency Display toggle.
  2. Make sure every CH user's currency is set back to base currency.

You can also deactivate one or more currencies that were available before, by following the below steps: 

  1. Go to the currencies you don't need anymore and deactivate them.
  2. If any CH users have their display currency as the one being deactivated, set it back to base currency.

Enabling multiple currencies is a major part of Internationalization. By enabling multiple currencies, the constituent can select their preferred currency from a drop down on Community Hub pages. You need to enable multiple currencies on the association level and on Community Hub by following the steps below: 

  • To enable multiple currencies at the Association level, follow the below steps:
    1. From Setup, enter Company Information in the Quick Find box, then select Company Information and click Edit.
    2. Select Activate Multiple Currencies checkbox in Currency Settings section.
    3. Click Save

      To learn more, go to Enabling Multiple Currencies (external)

 Show Me How It's done...


  • To enable multiple currencies for Community Hub, follow the below steps:
    1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
    2. Click Manage Records next to Nimble Communities.
    3. Click Edit next to Multi-Currency Display.
    4. Select Is Active and click Save.


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Two SOQL queries added

When multiple currencies functionality is turned on, two SOQL queries - Currencies API and the Exchange Rates API, will be added.

Ensure at least Two Currencies are set up 

Apart from the association's base currency, which will already be set up, we need to configure a second currency to use multiple currency functionality. To do this, follow the below steps:

  1. From Company Information, click Currency Setup next to Edit

  2. Click New in Active Currencies section.
  3. Select a Currency Type and enter the Conversion Rate.
  4. If required, enter value in Decimal Places depending on how precise you want the price to be.
  5. Click Save.


Alternate Method

This can also be achieved through Manage Currencies in Setup.

1. From Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies.
2. Click Change Corporate.
3. Choose a new corporate currency from the list of active currencies, and click Save. 

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Not permitted: Change in Base Currency

The base currency of an Association is the currency in which all prices will be available on Community Hub. In Nimble AMS Winter '20, the default base currency of association is US dollars. We do not support change in base currency.

Edit Currency for a User

Add to currency to pick list

Ensure that the required currency value is added to the pick list of Display Currency field in User object. Using Display Currency field, you can set the currency at the user level. If a currency which is not added in Manage Currencies is selected from pick list, the staff user will be given an error in Community Hub.

Once you have set up currencies at the association level, you may then edit the currency of a user. To do this, follow the below steps:

  1. From Setup enter Users in the Quick Find box, then select Users.
  2. Click Edit on the User and find the Display Currency field.
  3. Change the value to the required currency. 

 Show Me How It's Done...

Expected Result

The user will then view prices in the set currency in Community Hub. Additionally, from the drop down on top right, he can select his preferred currency from the list of currencies assigned to the organization.


Multiple Communities | Preferred User Currency

For a user tied to multiple communities, to set the same preferred currency for all communities, an administrator can follow the below steps: 

  • Configure the same profile for Registration page of all communities.
  • Change the preferred currency of user in one of the communities.

Updating Exchange Rates

With the advantage of having multiple currencies in Nimble AMS arises the need for updating the exchange rates of currencies. To do this, you need to run a periodic batch job. To know how that's done, see Currency Configuration

Checklist 

  • Have you activated multiple currencies at the Association level?
  • Have you activated multiple currencies for Community Hub?
  • Have you set up a currency apart from the association's base currency?
  • Have you changed the currency for user?
  • Have you created and scheduled a batch job for currency exchange rate update?

Success

If all the steps have been followed you should now have set up multiple currencies functionality.