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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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Where is CurrencyType Metadata for Multicurrency stored in VSCode?

tl;dr - Is CurrencyType metadata available for tracking in VSCode, and if so where is it stored? I'm working on a project that involves activating multiple currencies in my org. I've been able to ...
Jwok's user avatar
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0 answers
226 views

Unable to Create Second Generation Managed Package with Multi-Currency Enabled

We want to create a Second Generation Managed Package which works only on Multi-Currency Enabled orgs and all the Supported Salesforce Editions, so while running the package creation command, we are ...
S1th's user avatar
  • 143
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0 answers
75 views

The Cloned Quote record is taking the currency of user instead of taking the currency of parent Quote?

We are using a standard Clone feature for a Conga Quote object in Conga CPQ. When cloning instead of the Quote's currency the currency of the user is filled. We don't want that behavior we want it to ...
Kiran.pandiyan's user avatar
7 votes
1 answer
1k views

Scratch Org Problems with Summer 23 Release

We have automation in place that builds scratch orgs for development and testing of an application. We dynamically generate the project-scratch-def.json file based on options that the developer or ...
Tom Hoban's user avatar
0 votes
1 answer
1k views

Amount and Converted Amount currency shows different currencies for different reports

I am logged in with a user that has the currency set to SEK. When I create dashboards referencing reports on opportunities, where the graphs should show the Sum of Amount, some of the graphs show SEK ...
Tanaka Saito's user avatar
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0 answers
65 views

Converted Currency Field [duplicate]

Our org has enabled the advanced currency management setting. On the opportunity records, some of our deals from Europe is showing as EUR 10,000.00 (USD 11,764.71). It is a currency field that locks ...
Emir's user avatar
  • 11
1 vote
4 answers
884 views

Cannot get composite REST API call to work for CurrencyType update

In our multi-currency org, we get daily updates of conversion rates in the DatedConversionRate object and these need to be copied to the CurrencyType object. For those of you who don't know: DML is ...
Sander de Jong's user avatar
1 vote
0 answers
63 views

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......
Felix van Hove's user avatar
0 votes
1 answer
641 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?
Atoc's user avatar
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498 views

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 ...
Michieldo's user avatar
0 votes
1 answer
510 views

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 ...
Zoom_v's user avatar
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1 vote
1 answer
84 views

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 (...
Zoom_v's user avatar
  • 3,884
0 votes
1 answer
539 views

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 ...
Ernest's user avatar
  • 11
0 votes
1 answer
982 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 ...
Jen's user avatar
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1 vote
1 answer
588 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 ...
vara's user avatar
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0 votes
1 answer
653 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 ...
Dev B's user avatar
  • 28
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1 answer
937 views

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 ...
Dev B's user avatar
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0 answers
428 views

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'...
R_M_R's user avatar
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0 votes
1 answer
515 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 ...
Santhiya's user avatar
0 votes
1 answer
1k 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 ...
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0 answers
15 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 ...
Yuuhi Yoshida's user avatar
1 vote
0 answers
216 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 ...
snehakem's user avatar
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0 votes
0 answers
566 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/...
SF1Dev's user avatar
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0 votes
2 answers
403 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?
mohit mehta's user avatar
0 votes
1 answer
941 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 ...
Arief Gunawan Tjiptorahardja's user avatar
0 votes
1 answer
571 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 ...
Neto0291's user avatar
1 vote
1 answer
228 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 ...
developer__c's user avatar
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1 vote
1 answer
102 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: ...
Jon of All Trades's user avatar
4 votes
1 answer
2k 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. :)
jsmith's user avatar
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0 votes
2 answers
456 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 ...
vedant gupta's user avatar
0 votes
1 answer
823 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 ...
Sandesh Sawant's user avatar
1 vote
1 answer
3k 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://...
Manjot Singh's user avatar
  • 3,516
0 votes
1 answer
1k 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?
Gusk's user avatar
  • 260
5 votes
1 answer
434 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 ...
Christopher Henry's user avatar
0 votes
1 answer
297 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 ...
jaw999's user avatar
  • 1,315
3 votes
2 answers
2k 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?
Thanga Ragav's user avatar
0 votes
1 answer
630 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 ...
Madhurima's user avatar
  • 1,395
0 votes
0 answers
48 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 ...
discodowney's user avatar
0 votes
1 answer
906 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 ...
discodowney's user avatar
2 votes
2 answers
477 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, ...
discodowney's user avatar
1 vote
1 answer
114 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 ...
teeshu's user avatar
  • 79
3 votes
1 answer
407 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 ...
Robs's user avatar
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2 votes
1 answer
199 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 ...
discodowney's user avatar
0 votes
1 answer
1k 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?
Michele Kleinhomer's user avatar
1 vote
0 answers
59 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 ...
Mahesh's user avatar
  • 131
2 votes
2 answers
110 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 ...
techbusinessman's user avatar
5 votes
2 answers
3k 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 ...
Tarique Shamim's user avatar
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 ...
Eric's user avatar
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8 votes
2 answers
2k 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 ...
Patrick Atoon's user avatar
9 votes
1 answer
8k 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 ...
Itai Shmida's user avatar
  • 5,035