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
132
questions
0
votes
0answers
17 views
apex:OutputText - Format Currency from CurrencyIsoCode on Record, not User Currency?
Based on other answers here and elsewhere online, I formatted our outputText for Currency using the following:
<apex:outputText value="{0, number, currency}">
<apex:param value=&...
0
votes
0answers
22 views
Currency value storage and presentation when multi-currency is turned on?
I've read several help pages and posts on multi-currency and note that when this is turned on:
A CurrencyISOCode field is set on a record when it is created with the value taken from the user's ...
0
votes
0answers
63 views
Multi Currency field - Extract the Converted Value
I have a multi-currency field on Opportunity product that looks like this -
Total Price 1 EUR (1.19 USD)
The main currency is USD and if the price is in another currency it automatically converts it.
...
0
votes
1answer
32 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 ...
0
votes
1answer
34 views
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 ...
0
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0answers
12 views
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 ...
0
votes
0answers
15 views
History objects for currency fields in a mutli currency org
We are seeing that when we change an objects currency, on a multi currency org, all currency fields with existing values seem to get new history objects even though the fields values dont change.
Is ...
1
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0answers
68 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
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0answers
70 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
72 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
55 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
162 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
1answer
89 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
37 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
37 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
509 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
170 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
75 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 ...
-2
votes
1answer
969 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
264 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
74 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
75 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
630 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?
0
votes
1answer
64 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
97 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
205 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
57 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
252 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
70 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
458 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
41 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
77 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 ...
4
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
937 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
1answer
5k 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
557 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
441 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
49 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
5k 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
8k 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
436 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
269 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
383 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
402 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
331 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
3k 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 ...
