Dynamic Converted Amount Field - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
2,260  Points
Open
Idea has been posted. Give it an upvote or downvote.

Dynamic Converted Amount Field

Operational Reporting

We use many currencies in our organization and users with a preferred curency may all view a single report for to obtain specific information about an Opportunities on a global scale. In order to be useful, the Amount of the Opportunity needs to be converted to the user's preferred currency. Being a US based company, all of our management and executives need values in USD.

We have the "Amount (Converted)" field populated on all of our reports, but according to SF support, this field only shows the value of the user who created the report, not the user looking at the report. This causes quite a bit of frustration when an individual in the USA is looking at a report generated in the Middle East and needs to see the currency in USD not AED.

The Amount (Converted) field should be a dymanic field which automatically recalculates the value of the Amount field based on the user's preferred currency as determined on their user record - especially in mult-currency organizations.

Merge Idea · Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.