Overview
- Topics:
- Multi-Currency
Today, the Marketo Measure application only supports a single currency (assumed to be USD), whereas we know and are aware that we have customers around the world who need to report on their own corporate and user currencies. This feature enables users to switch between the same currencies used in their CRM when viewing reported spend or sales revenue in Marketo Measure.
Availability
Tier 2 and higher.
Requirements
Marketo Measure will automatically pull the currency setting from the customer’s CRM. Manual configuration in Marketo Measure to match the CRM is no longer required. The currency setting can be found in the “General” page under “CRM”.
In Salesforce, the customer must have “Activate Multiple Currencies” enabled. Optionally, the customer can also select “Yes, I want to enable Advanced Currency Management.”
In Dynamics, the customer can set static exchange rates in their Settings for multiple currencies. There is no concept of “advanced currency management” in Dynamics.
Terms
Term | Description |
---|---|
Advanced Currency | The customer has Advanced Currency Management and Multiple Currencies enabled, which means they can have different conversion rates for different time periods. |
Corporate Currency | These are the various currencies that are listed and declared by an organization in the CRM, all with conversion rates. Marketo Measure will import these values and make these currencies available to users within our product. |
Currency Locale | The single currency that is used for an organization, set on the Company Information page. |
Local Currency (or User Currency) | The currency set for a single user on the User Profile, so that they can view any amount in their own local currency. The organization will have had to declare and set up the currency before a user can select their local currency. |
Single Currency | Used for customers that do not use Multiple Currencies in the CRM, but their organization runs in a different currency, so they have a “Currency Locale.” This is still a single currency for the organization but without any conversion. |
Simple Currency | The customer has Multiple Currencies enabled, but they have a static conversion rate per currency. |
Marketo Measure
- Overview
- Introduction to Marketo Measure
- Marketo Measure Tracking
- Setting Up Tracking
- Best Practices for Implementing Marketo Measure JavaScript
- Adding Marketo Measure Script
- Adding Marketo Measure Script via Google Tag Manager
- Data Collected by JavaScript
- Adding Marketo Measure Script to Different Form Providers
- Adding Marketo Measure JavaScript to Pardot
- Adding Marketo Measure Script to Lightbox Forms
- Adding Marketo Measure Script to Sitecore Pages
- Adding Marketo Measure Script to Uberflip Forms
- Adding Marketo Measure to Act-On Forms
- Adding Marketo Measure to Hubspot
- Adding Marketo Measure to Marketo Landing Pages
- AJAX Form Handling
- Connecting Marketo Measure to Unbounce Script Manager
- IFrame Forms and Marketo Measure
- Excluding Marketo Measure from Specific Forms
- Marketo Measure Cookies
- Definition of Marketo Measure Web Sessions
- Best Practices for Testing
- Setting Up Tracking
- Configuration and Setup
- Getting Started with Marketo Measure
- Marketo Measure and Salesforce
- Marketo Measure Salesforce Package Installation and Set Up
- Salesforce Package Consolidation
- Connect Marketo Measure to Salesforce
- Best Practices for Marketo Measure CRM Package
- Marketo Measure Salesforce Objects
- Error Handling for CRM Exports
- How Marketo Measure and Salesforce Interact
- Marketo Measure Object and Field Taxonomy
- Marketo Measure Fields on Standard Salesforce Objects
- Page Layout Instructions
- Hiding Unnecessary Report Types
- Creating a Marketo Measure Profile
- Marketo Measure Permission Sets
- Recommended Salesforce Permissions for Marketo Measure Connected User
- Sandbox Testing
- Marketo Measure Insights (Canvas App)
- Channel Tracking and Setup
- API Connections
- Marketing Spend
- Advanced Marketo Measure Features
- Marketo Measure Discover UI
- Dashboards
- Discover Dashboard Basics
- New Discover Dashboard Guide
- Dashboard Data Visibility Policy
- Attributed Opportunity Dashboard
- Attributed Revenue Dashboard
- Engagement Dashboard
- Keyword ROI Dashboard
- Lead Velocity Dashboard
- Opportunity Velocity Dashboard
- Passport Dashboard
- Revenue Overview Dashboard
- ROI Dashboard
- Web Traffic Dashboard
- Dashboards
- Marketo Measure and Adobe
- Marketo Measure and Dynamics
- Marketo Measure and Marketo
- Marketo Measure Salesforce Reporting
- Marketo Measure Data Warehouse
- BI Report Templates
- Security and Compliance
- Marketo Measure Ultimate
- Miscellaneous
- Other Related Resources
- Marketo Measure Maintenance
- Marketo Measure Resource List
- Call Tracking Integration
- Difference between a Google Analytics Conversion and a Buyer Touchpoint
- Email Tracking Parameter
- Granting Salesforce Access to Marketo Measure Support
- Privacy Request
- Remove Marketo Measure Tracking Parameters from the Landing Page URL in Google Analytics
- Transitioning to Marketo Measure from Full Circle
- Other Related Resources
- Release Notes
Marketo Migration to the Adobe Admin Console - (Pre-Migration)
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