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Topics#Data ManagementPregunta de Margaret Fleischaker
Margaret Fleischaker (Quantcast) ha preguntado en #Data Management
27 abr 2012, 22:05

Custom multi-currency translated amount displays

We have two currencies in our system - GBP and USD. I understand that Salesforce only shows the converted amount in parenthesis if the user currency does not match the record currency. However, a requirement for my organization is that all records show the converted amount of the other currency, regardless of what user is looking at it.

 

For example:

 

If the user enters in an Opportunity amount as USD 100,000, I want ALL users to see USD 100,000 (GBP 85,000), regardless of what their user currency is set to.

 

And if the user enters in an Opportunity amount as GBP 70,000, I want ALL users to see GBP 70,000 (USD 90,000), regardless of what their user curreny is set to.

 

Has anyone else tried to do this before or have any ideas for how we can achieve this? Are there any good appexchange apps that people have used for more multi-currency flexibility? We also have a Salesforce.com developer on our team so it can include coding.
1 respuesta
  1. Francis Pindar (AdminToArchitect.com / NetStronghold)
    28 abr 2012, 13:35
    I don't know how you would do it using configuration. But you could do it via a tiny visualforce page embedded on the opportunity. Then when the record is viewed the visualforce page is displayed inside the record and all it does is looks at the current opportunity currency (CurrencyISOCode) and then displays the price in the alternative currency. I actually did something similar for a customer who was a reseller who purchased products in multiple currencies but needed to see profit or loss they were making on the flutuating exchange rates.
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