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Open - Not Planned

Usama Rasheed

Advanced Multi-Currency Support for All Currency Fields in Salesforce

Globalization

Currently salesforce is providing basic multiple currency support for all standard objects. "Advanced" multi-currency support (the tracking of not just current exchange rates but also historical exchange rates) is important. It becomes a significant problem when a master object (like an Opportunity) has historical rates but its child objects (like Custom Expenses) only support current rates. Historical rates need to be available for use with all objects.

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Latest Comment from Salesforce

Saisai Wang - 1 year ago

Thanks all for your voting and feedback. This feature has been added to our long term roadmap. In the meantime we are working on bringing Advanced Currency Management to Lightning Experience. This should be available in Spring '20.

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Comments ( 133 )

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Mimosa Mallillin - 5 months ago

Hello Salesforce,

Any updates on this feature yet? When is the dated exchange rate be available for use with all objects?
- Flag
Fergal Hayes - 7 months ago

needed for document generation of a Custom Object
- Flag

David Redshaw - 7 months ago

Hi there

We have an app that provides this functionality. The app provides:

Dated conversion
Uses any date field for reference
Allows rollup of dated conversions on Opportunities
Allow multiple currency conversions per field
Works with currency or numeric fields
Converts between any two currencies
Allows rates for any date range (even daily rates if you wish)

Just search for "Currency Toolkit" on the AppExchange or take a look at the web site.

Please let me know if you have any questions / requests.

David

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Karol Macák - 8 months ago

Any update on this? Advanced currency management is not sufficient, as basically all clients are using custom objects, custom fields, where they need to see exchange rates based on dates.
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Niklas Bergh - 9 months ago

12 years... another one of those stumbled upon when trying to troubleshoot financial inconsistencies wrt Salesforce :(
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william wu - 10 months ago

Already 12 years....SalesForce....seriously?
- Flag

Catherine Postmus - 10 months ago

Last comment from Salesforce says it's "on our long term roadmap" but the idea exchange status is "open - not planned". I'm confused.

We really need this as well. I am making all kinds of unnecessary fields and formulas and workarounds to deal with this on the Order and Order Product objects. Hoops upon hoops.

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Marc Hohl - 11 months ago

So important! It is very needed now!
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SF Tech Team - 1 year ago

The dated exchange rate are not applicable for custom objects which are the child objects of Opportunity, We definitely need this functionality as soon as possible.
- Flag
Derek Jayson - 1 year ago

Need this ASAP! please!
- Flag
Guy Keshet - 1 year ago

the feature included in Spring 20 does not answer the issue above, it only replicates the issue frmo classic to lightning!
the idea is about using dated exchange rates in custom objects
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Ms Konnur - 1 year ago

Need to extend this functionality to all currency fields in salesforce.
- Flag
Leah Schneier - 1 year ago

So urgently necessary!!
- Flag
Ryan Wiltshire - 1 year ago

I'm not sure how you release a solution for advanced currency management in such a narrow scope. The fact that it doesn't work with CPQ or SF Billing is a massive gap.
- Flag

Janna McNeil - 1 year ago

This has quickly become a major hurdle with my rollout to my UK and European sales team. We store historical orders in a custom object and cannot use any of the currency amounts because the dated conversions do not work.