I am trying to set up a snapshot report on our opportunities. We have multicurrency enabled and are currently using USD and CAD. My user record is set to USD, and my locale is set to the English(United States). Our corporate currency is USD, and the default corporate locale is English(United States). The source report for the snapshot is being run in USD and the only currency field on the report is the standard Amount (converted) field on opportunity reports, so all amounts in the report are in USD. The running user for the snapshot is myself.
When the snapshot is taken, every single row fails because the target object records are being inserted in CAD, but the Amount (converted) field is tring to set that to USD. This is happening on every single row, even the opportunities that are set to USD. It looks like I can map Amount (conveted) to a number field on the target object, but I would prefer to have the USD label on currencies. Since the records are inserted in CAD, I can't just use a formula to converted it to a currency.
I'm wondering why this is setting CAD on the target object. Nothing in the system is telling it to make these records CAD. When I create any other record, the currency is set to USD by default. It's only the snapshot where this is happening. Since you can't map CurrencyIsoCode directly in a snapshot, how can you set snapshot target objects to be in the currency that allows the records to actually be inserted?
2 Antworten
This a because of a known issue per Salesforce Support.
https://trailblazer.salesforce.com/issues_view?id=a1p3A0000003fdnQAA&title=reporting-snapshots-are-not-able-to-run-in-multi-currency-org-when-corporate-currency-s-changed-after-enabling-multi-currency
The workaround they have on there doesn't work. It says you have to change your corporate currency to something that is inaccurate, which will cause all kinds of other issues.
