Questions tagged [multi-currency]
Use this tag - when Mutilple currencies is setup in your Salesforce organization. - when you have import issues with multiple currency - when you have issues with Corporate currecny
129
questions
1
vote
0answers
24 views
Migrating multi currency data to another org where Multi currency is not enabled
We are migrating data(Account,Contact,Opportunity,Product,Pricebook,LineItems) from one org to another org.
Source org has multi currency enabled where as target org has not as it uses only USD. We ...
0
votes
0answers
26 views
Inserting records into DatedConversionRate from Apex with the REST API fails with an odd response
With advanced currency management enabled, I'm inserting new dated currency data with a form post to this URL: System.URL.getSalesforceBaseUrl().toExternalForm() + '/services/data/v51.0/composite/tree/...
0
votes
0answers
27 views
CurrencyIsoCode field is not displayed in custom field sets on Multi-Currency Org
We have created a managed package. For the package, we have not enabled the Multi-Currency so we don't have the standard currency field in our Packaging org. As part of our application, we have ...
0
votes
2answers
25 views
How “NextStartDate” field value get calculated for DatedConversionRate object
I would like to know how the calculation is happening for DatedConversionRate's nextstartdate, is it depends on some configuration setting?
0
votes
1answer
49 views
Roll up summary field showing wrong value
I created a rollup summary field "One Off Charge" that will summarize the currency field of the child records. I encountered a problem where on the UI, its showing 10,000.00 but when I tried ...
0
votes
0answers
35 views
Display OrderItem currency code before DML
I have a VF component that can show a list of orders with their items. These can be either loaded using SOQL or generated in memory based on some other data. I use <apex:outputField value="{!...
0
votes
1answer
41 views
How to map Converted Currency fields to other systems
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 ...
1
vote
1answer
26 views
Multicurrency SOQL Query
I am working in an org that has multi currency enabled, and am trying to query out the biggest opportunities per Account, where the opp is over 10,000 GBP or USD.
I was hoping to use something like ...
1
vote
1answer
27 views
Can I retrieve the result of a function using the SOAP API?
I set up SOAP integration with my Salesforce instance, to maintain a copy of certain tables in our data warehouse. This works great as long as I'm using fields enumerated in their SOAP API:
...
2
votes
1answer
195 views
How to updating conversion rate daily from Apex?
I want to update the conversion rate daily in multicurrency. Please suggest any solution for this as I do not have any idea where to update the conversion rate and how. Thanks in advance. :)
0
votes
2answers
100 views
Activate Multiple Currencies Temporarily for Test Coverage
I have Multiple Classes that contain code that runs only when the Org is Multi-Currency Enabled. I wouldn't prefer Activating Multiple Currencies in my Org though. Is there a way to cover that code in ...
0
votes
1answer
47 views
Multicurrency Default Currency Code
As per the Salesforce help article:
"Upon enablement, all the existing records are stamped with a default currency code that you provide in your enablement request. For example, if your organization ...
0
votes
0answers
24 views
Is it possible to enter amounts in multiple currencies in Salesforce without activating the Multicurrency feature?
I was reading the Salesforce help about multicurrency enablement feature and came across the below statement:
"When salesforce.com converts your organization to multi-currency (MC), we must stamp all ...
-2
votes
1answer
474 views
Is there a way to get default currency using apex in single currency org?
I know we can use userinfo.CurrencyIsoCode to get currencycode for user in multi currency org. For single currency org we can manually look into company information and see currency locale.
https://...
0
votes
1answer
114 views
Is there a way to query a currency field in a specific currency?
I have to do a VF with a "total" field for Quotes in a multi-currency org.
Is there a way for me to obtain the QuoteLineItem.UnitPrice in U$D regardless of the user's currency configuration?
5
votes
1answer
48 views
When Advanced Currency Management (ACM) is enabled, is there a way to bypass the default 2 trailing zeros?
With ACM enabled, it defaults currency fields to have 2 decimal places. My client is in the manufacturing industry and they require 4 decimal places. Enabling ACM is necessary for this project due to ...
0
votes
1answer
58 views
Dated Exchange rates and Product Schedules
Can someone explain how this works in practice?
Quote the SFDC:
Dated exchange rates are used for opportunities, opportunity products,
opportunity product schedules
How does this look? For ...
3
votes
1answer
364 views
Show in multi currency values in lwc data table
Is there any workaround to show org currency and user currency in lwc data table
as shown on the image below?
1
vote
1answer
306 views
Advanced Multi Currency with Custom objects
So when using Advanced Currency Management we have a Dated Exchange Rates table. In normal use it will take the latest exchange rate for a given currency.
For Opportunities (Standard Salesforce ...
0
votes
1answer
37 views
Account Currency Defaulting to USD instead of Corporate currency (Euro)
I have multi currency enabled in my org with USD, GBP and EURO. EURO is my corporate currency. My user has Local currency as EURO. However, when I create an Account Record without entering the ...
0
votes
0answers
42 views
Multicurrency on an encryption org
So on a normal org you have to update SOQL queries to use 'convertCurrency (field) alias' for any Currency field you want to get.
Is the same thing required for SOSL or is there a different way of ...
0
votes
1answer
30 views
Get the list of defined currencies
In a multi currency org, how do I get the list of currencies configured in the org?
I need the label and the ISO Code. I dont see the label in the DatedConversionRate object. So can someone tell me ...
2
votes
2answers
158 views
Multi currency apex test method
I have a class that gets an object that has a Currency field called Amount__c.
I am updating all my queries to work for a multi-currency org. So my query now becomes:
SELECT
Id,
Amount__c, ...
1
vote
1answer
48 views
multicurrency enablement for CPQ
We have enabled multicurrency in our org.
There are some places where in Apex classes and Visualforce pages which is hard coding or returning '$'.
My concern is there is some old code and ...
3
votes
1answer
180 views
System.SObjectException: SObject row was retrieved via SOQL without querying the requested field: Invoice__c.CurrencyIsoCode
I am trying to get the CurrencyIsoCode from an object, but I don't know if Multi-Currency is enabled, because my code is part of a managed package.
private static String getCurrencyIsoCode(SObject ...
2
votes
1answer
64 views
Multicurrency - getting in object and user currency
So Im looking at this page: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_querying_currency_fields.htm
It really just says to use convertCurrency to ...
0
votes
0answers
306 views
Summary report showing wrong currency for subtotals and grand total
I have an Opportunity report. The accounts are set to USD. The detail records on the report show the correct USD currency, but the subtotals show EUR. Thoughts?
1
vote
0answers
38 views
Current currency mode of an salesforce org
Ran into a scenario where an org enabled advanced multi currency and populated records and decided to switch back to basic currency. They didn't delete records in the DatedCurrencyRate table after ...
2
votes
2answers
69 views
Evaluate Enabling Multi-Currency
Does anyone know of an application that will scan an org to determine the remediation necessary to enable multi-currency? Scanning for things like Currency fields used in SOQL calls and currency ...
3
votes
1answer
1k views
Getting the currency symbol in lightning JS
I am using multiple currencies in my project and I have the currency ISO code. But the problem is, I want to get the symbol for currencies other than user locale. Is there any solution available for ...
6
votes
1answer
2k views
lightning:dataTable in a multi-currency org
Trying to figure out how to handle records with multiple currency. The dataTable definitions are for the column. I do not see anywhere in the documentation where the currency code of an individual row ...
8
votes
2answers
755 views
Is it possible to configure currencies in a multi-currency scratch org?
I'm writing SalesforceDX unit tests that need to use either USD or EUR in Account.currencyIsoCode. So I created a scratch org from this project-scratch-def.json configuration that specifies the ...
6
votes
1answer
4k views
How to set currency code to <lightning:input type=“number” formatter=“currency”>
I am developing a custom currency field with lightning:input type="number" formatter="currency" component:
<lightning:input type="number" formatter="currency" value="100" step="1"/>
I have ...
0
votes
1answer
378 views
Sum values in multiple currencies
Suppose you have objects Customer and Invoice. Invoice has a lookup to to Customer, which means each Customer can have to multiple Invoices.
Considering that:
Multi currency is enabled.
Customer can ...
5
votes
1answer
323 views
Using Visual Flow - can I grab a product's unitprice in the converted currency?
I am creating a 'Clone this opportunity in Org Currency' button. I need to 'switch' the opportunity, but have all products in the org's currency (currently USD).
We have Advanced Currency Management ...
0
votes
1answer
39 views
multi currency invoice
My current invoicing system can only process products in euros. We will have shortly customers from the UK, they will be charged in pounds. We will offer to the British customers our products in our ...
0
votes
0answers
4k views
Multi Currency Oku Yen?
Has anyone worked with Oku Yen? We enabled multi currency feature (in the sandbox) and set up Yen to be the corporate currency. But the client wants Oku Yen to be the default currency, where 1 Oku Yen=...
11
votes
2answers
6k views
session is not valid for use with the REST API
I have http request batch class with the endpoint url is set by using Named Credential in apex code
Named Credential:
Given as My Domain URL
Identity type as Named Principal
Authentication Protocol ...
0
votes
1answer
326 views
Rename Currency field Label in a Multi-Currency enabled Org
I have an Org where Multi-Currency is enabled. I can see Currency field available for objects. But I need to change the Currency field label to some other label of one of the custom object. I don't ...
4
votes
2answers
185 views
How to identify Advanced Currency Management (ACM) is enabled
Is there a way to find if the Advanced Currency Managementenabled using api or apex or soql?
I have able to check if the multi-currency is enabled by using the api endpoint /services/data/v40.0/...
6
votes
1answer
1k views
Lightning currency input component that respects the records IsoCode
I was so used to Visualforce fields that display a currency value in the CurrencyIsoCode of the relevant record that it took me a while to understand why in Lightning wrong Iso Codes (those of the ...
1
vote
0answers
292 views
Multi Currency and Closed Opportunities [closed]
We are in the process of enabling multi-currency, not advanced currency management.
We were told that updating corporate exchange rates would not only affect open opportunities but also closed ...
0
votes
2answers
48 views
Manual Rollup (Sum) behaving differently than Reports and AggregateResult Sum
I'm not sure what is going on here. I'm wrote/summed up some anonymous apex to demonstrate some the discrepancies I'm seeing. Sometimes the values are accurate, sometimes close, sometimes just way off....
5
votes
1answer
363 views
Where does Salesforce store the currency full name?
So I have scanned both the CurrencyType and DatedConversionRate tables but both of them store only the IsoCode only.
I need to display the full name for a currency (say AUD - Australian Dollar for ...
0
votes
1answer
261 views
Join CurrencyType and DatedConversionRate tables?
Currently I am trying to do something like
SELECT Id FROM DatedConversionRate WHERE IsoCode NOT IN (select IsoCode FROM CurrencyType WHERE isActive = true)
which Salesforce will not allow me to do ...
0
votes
1answer
2k views
Salesforce Custom Currency Conversion Trigger
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 ...
3
votes
1answer
2k views
Multi-currency: how to insert a currency with non-default currency type
I am new to multi-currency. Suppose I have used Australia Dollar and Japanese Yen in the system. And when I am executing the below code:
Merchandise__c mer = new Merchandise__c();
mer.Name = 'Sample ...
1
vote
2answers
158 views
How to add complex conditional code in visualforce - Multi-Currency
I have the following code in visualforce:
<apex:variable value="{!Opportunity.Amount-Opportunity.Descuento_Autorizado__c}" var="descontado"/>
{!IF(Opportunity.CurrencyIsoCode=="USD",
<...
1
vote
1answer
207 views
How to NOT convert QuoteLineItems currency in a trigger's queries?
TL;DR:
I need to compare QuoteLineItems and Opportunity Products in a trigger, but the queried rows amounts are being automatically converted to user-profile's currency, failing my comparison. How ...
0
votes
1answer
663 views
Display Currency field in subject of a visualforce email template
Is there a way, using the standard visualforce functions, to render a currency value in the subject of a visualforce email template?
This:
<messaging:emailTemplate subject="Amount: {!relatedTo....
