Moray McConnachie - 2 years ago
11 years and counting. It's frustrating that Salesforce don't say why they don't want to put it on the roadmap particularly as the "recognize the value of this request". I'm pretty sure that native support would also make it easier for partners implementing apps in the relevant space.
Julia Zocolo - 3 years ago
Just when I thought I had the custom commissions tracker/calculator I built is ready to go....this failed all my tests. We are a global company-- I wouldn't want to report to the Sales Reps and VPS on their comissions to only have the new range of exchange rates update these values each and every time.
We need this feature to cover custom objects otherwise, the entire Advance Currency Management is only partially beneficial.
Jesper Frank - 3 years ago
Salesforce should allow the Advanced currency management or dated currency functionality to work on custom objects as well.
This is critical in an international business. We have a need for dated functionality for opportunities and then we have a custom object linked to opportunities where we track expected revenue recognition of opportunities. However the expected revenue (custom object) are not able to use the dated currency while we run into issues of not being able to compare sum of recenue recognition and value of the opportunity, which daily leads to a lot of manual work to ensure this is in sync.
What is the big deal for Salesforce ? why not enable dated currency for all objects or give people an option to use dated or standard currency on any object - or maybe even allow roll up summary of objects using different currency "methods" (dated or standard)?
Alastair Batchelor - 3 years ago
I completely agree with @Vicki Nuccetelli . We use CPQ and the discrepency is beyond annoying when using dated exchange rates. Seeing as Quotes and Opportunities work hand in hand its logical that the exchange rates would follow, this must be something they're looking at after the aquasition of SteelBrick.
Vicki Nuccetelli - 4 years ago
We are using Salesforce CPQ, but the Quote objects do not use dated exchange rates. Quotes are tightly integrated with Opportunities; it doesn't seem logical that the dated exchange rate applies to the Opportunity but not the Quote. I don't see how our reps will be able to accurately manage pipeline with this discrepancy. This functionality is really critical for us.
Paul Harris - 4 years ago
This is vital for appexchange partners that are developing on the Salesforce platform. Many of my customers are multi-entity, and multi-currency. The currency management is lacking in a few areas and I hear customers repeatedly saying that this problem would not occur with Netsuite, Orderwise and other products. Salesforce, please review this, the lack of dated exchange rates across the platform is a real weakness that needs addressing.