Salesforce Custom Currency Conversion Trigger

Question

I need a little help . I am almost there ... but need a little hand-holding. Agenda is to ALWAYS display the value converted in EUR - does not matter what the record currency is.

I am using this code below:

trigger convertToEuro on CustomObject(before update) { 
    List<CurrencyType> currencyTypeList = [select id,IsoCode,ConversionRate from CurrencyType where isActive = true] ;

    Map<String , Decimal> isoWithRateMap = new Map<String, Decimal>();

    for(CurrencyType c : currencyTypeList) {

        isoWithRateMap.put(c.IsoCode , c.ConversionRate) ;

    }



    for(CustomObject ce: trigger.new){

        if(ce.CurrencyIsoCode != 'EUR' && isoWithRateMap.containsKey(ce.CurrencyIsoCode)){

            ce.Amount_Converted__c = ce.ffps_iv__Amount__c/ isoWithRateMap.get(ce.CurrencyIsoCode);

        }

    }
}

It is doing everything fine except the fact that the Amount_Converted__c field's values are displayed as USD (& EUR) but EUR seems like display only value - the USD is what the Amount_Converted__c field is holding. I want to use Amount_Converted__c converted in EUR in my workflow but instead I am getting the USD value - how could I just get the EUR value? I don't really need the Record Currency type - I need my EUR currency to be used in my workflows/approvals.

What could I be doing wrong?

Answer 1

When you are doing things like this (manual conversion of currency fields), the target of the conversion (Amount_Converted__c) needs to be of type Number, not type Currency.

When it is a currency type, SFDC OOTB rules for how currencies are displayed are governed by the record's currency and the user's currency.

When I've done what you are doing in the past, I've named my custom field Amount_EUR__c to be explicit about what the field's content contains.

Of course, another option you might consider is to make your org's currency = EUR - this way, all reports and dashboards will roll up currencies to EUR automatically.