Refreshing the rates for Open records

The newly downloaded exchange rates are applied to these entities:

Note: Only the users with the Administrator role can execute this process.

To refresh the rates for open records:

On the Navigation Bar, select Integration > Integrations. The Integrations List view is displayed.
Click Download Exchange Rate. The Integration Detail view is displayed.
Click the Options tab.
Set the Value field to True for these options:
- Refresh Exchange Rates on Open Opportunities
- Refresh Exchange Rates on Open Quotes
- Refresh Exchange Rates on Open Sales opportunities.
Click Save.