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

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Change Currency for Opps with Quotes [closed]

Due to different reasons, our sales reps will need to change the currency for selected open opportunities and their connected quotes. Quotes inherit the currency from the opportunity so the field can ...
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Exception during creation of version of unlocked package: "Field is not writeable: DatedConversionRate.IsoCode"

Trying to create a version of an unlocked package... sfdx force:package:version:create -p curry42 -d force-app -x --wait 10 -v multi-cur-dev-hub -f config/project-scratch-def.json -c ... I'm getting......
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35 views

What happens when you change the Account currency of an Account from EUR to GBP?

What happens when you change the Account currency of an Account from EUR to GBP? Does making any changes to the standard currency field impact on any other areas?
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Currency conversion and Orders

Very similar to this post I would like to build a report that renders the amount in a single currency. My source object is Order - the amount is a custom field on Order. Advanced Currency Management ...
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Grandchild Currency defines grandparent's currency value

The Grandparent currency is defined by the currency of the grandchild. If grandchild currency is Euro grandparent currency has to be Euro. How to set this using flow or VR?
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Displaying different currency amounts

I have enabled our multiple currency feature in order to update multiple currency rate values. We want to give a user the ability to view a field's value in another field in which they decide the ...
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1 answer
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Question regarding multiple currencies

We do not maintain multiple currencies and we do not wish to do that at this time. What we would like to do is to provide our users with the ability to choose a currency from a picklist dropdown (...
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1 answer
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Roll-up Summary of Multi-Currency field not accurate

We have a Roll-Up Summary Field on Opportunity called "Net Deposits" that sums up the Sales Price of the Opportunity Products. We have enabled Multi-Currency for our org (Corporate Currency ...
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173 views

merge contacts with different currency values

I've got two contacts that I can't merge and here is the message I receive from Salesforce The selected records have different currency types. To merge them, first edit their currency types to be the ...
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1 answer
134 views

wanted to understand the currency field behavior [closed]

We have a custom object and it has a field lets say PrevYrTPC and it is of type currency. I was going through the records of the current object and I found something which I could not understand. The ...
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Formula field with currency return type using other rollup return alot of repeating digits or zeroes values after the decimal places?

We have a scenario where We have one formula field with the currency return type, Now we are using this field in another Rollup field. Let me share one example We have this value CAD 50.00 (USD 38.76) ...
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156 views

Multi Currency - When editing a currency field it shows the user currency in the input field instead of the record currency

Multi Currency - When editing a currency field it shows the user currency in the input field instead of the record currency, but saves in the record currency anyway, so what is the point of the input ...
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With Multi Currency enabled, why is the DefaultCurrencyIsoCode and CurrencyIsoCode fields on the user object not available in formula fields?

As the title suggests, for some reason you are unable to access these fields in formula fields (not sure where else they aren't available) Edit 1: Reason why I need this in the formula field: Based on ...
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How to convert the currency value field to the corporate currency in SOQL

I want to convert the amount field in opportunity object to the corporate currency, I found that the convertCurrency(amount) will give me the value in user's currency format, but I found that the user'...
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182 views

How to use Corporate Currency Value in Approvals instead of Quote's Currency?

Multi currency is enabled in my Org. I am using Approvals for Quote Object. If Net Amount is less than 10,000 it requires Manager Approval. If Net Amount is greater than 10,000 it requires Finance ...
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How to set multi currencies rates with Apex?

My name is Pavel and I am pretty new to salesforce. Was wondered if somebody faced with the same issue: I would like to set multi-currencies rates with a help of Apex code daily. I will receive such ...
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How to get company's default currency in Apex for both single currency and multi currency orgs [duplicate]

Background we are building an SF's custom app and cannot assume if Multiple Currency Settingsis enabled or not (depends on the customer). What I want to do I want to get the organization's default ...
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121 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 ...
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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/...
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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?
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1 answer
482 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 ...
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1 answer
233 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 ...
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1 answer
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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 ...
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1 vote
1 answer
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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
1 answer
1k 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. :)
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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 ...
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232 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 ...
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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://...
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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?
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1 answer
136 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 ...
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130 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 ...
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3 votes
2 answers
1k 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?
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160 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 ...
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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 ...
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313 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 ...
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2 answers
305 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
1 answer
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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 ...
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3 votes
1 answer
349 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 ...
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2 votes
1 answer
84 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 ...
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707 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?
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54 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 ...
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2 votes
2 answers
92 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 ...
5 votes
1 answer
2k 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
1 answer
3k 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 ...
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8 votes
2 answers
1k 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 ...
8 votes
1 answer
6k 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 ...
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1 answer
864 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
1 answer
673 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 ...
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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 ...
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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=...
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