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Results tagged with convertcurrency
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user 2602
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What fields are used by convertCurrency() function in SOQL when advanced currency management...
The doc states that ACM is for Opportunity (and related objects)
Advanced currency management allows you to manage dated exchange rates within opportunities using Salesforce.
Hence Opportunity.Close …
- 73.3k
0
votes
How to use Corporate Currency Value in Approvals instead of Quote's Currency?
One approach
Use a separate field, trigger-managed, on Quote Amount_USD__c that has the amount in USD. This answer shows how you can do this
Then, your approval process always references the value in …
- 73.3k
1
vote
Accepted
Amount and Converted Amount currency shows different currencies for different reports
You can change the reporting currency in both Classic and LEX
Steps to update the displayed currency within Salesforce Classic:
1. Open a report for which you want to change the currency from default …
- 73.3k
1
vote
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Account Currency Defaulting to USD instead of Corporate currency (Euro)
If the Account record defaults to a currency other than the user's currency (EUR) and there's no other data entry by that user to change the currency, it is likely that upon Save, one or more the foll …
- 73.3k
2
votes
Accepted
How can we use Dated Exchange Rates values in formula fields?
So, you are correct that formula fields can not take advantage of dated exchange rates
An Opportunity will always use Dated Exchange Rates on all Currency fields with CloseDate being the lookup key ac …
- 73.3k