We are looking to embed a simple CRMA chart that will show the open opportunity amount of an account on that account page. However, we are stumbling on a currency issue. If the account is in the US, the opportunity amount on the widget displays correctly. If the account is say in Europe, the widget shows in US dollars instead of Euros. How can we add a filter or logic to adjust the currency of the widget based on the account page location? Our org does have currencies properly set up @* CRM Analytics (fka Tableau CRM) *
I guess the easiest way would be to create/use a column which shows the amount in local currency, not the amount in converted currency.
Depending in the setup and number of currencies, there are several ways to achieve this, just to name two:
- in case of a few currencies, you could retrieve the exchange rates from the Salesforce object and recalculate the amount (converted into the currency of the integration user) to the local currency.
- in case of many currencies, you can create an external connection to your org and receive the amount. In this case, it will not be converted to the integration user's currency, but in local currency. Join this to your dataset and you can easily use it for your purpose.
