0

There are a couple of currency fields that we want to map to our commission system but are not appearing on the mapping for the Tool. I'm not sure how Salesforce implements the fields, or if only they exist there for reporting purposes, but I would like to know if possible, how we can include the converted amount into our commission system.

For example, if one of our deals is in 200 MXN, we would like to see the converted amount of 10 USD.

Thanks for your help

0

The converted amount is calculated at runtime and as such is not a real field on the sobject available through Describe

The commission tool you are using most likely uses Describe to find SFDC fields available for mapping.

To always export values in USD, you will need:

  • New custom fields called something like MyAmount_USD__c - of type Decimal
  • A trigger (or Process Builder/lightning Flow) that calculates the value of MyAmount__c from Amount using the currency rate between the record's CurrencyIsoCode (MXN) and USD. Such conversion logic depends on whether you are using dated exchange rates or not

Once you have done this, and data migrated all existing records to have a populated value in MyAmount__c, you can map to the Commissions system

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.