In our organization, we need to be able to see the Conversion Rate that was used for each Opportunity. We tried creating a formula field for the object 'Opportunity', to show us the conversion rate used, but were unable to find the 'DatedConversionRate' object to pull the information from.
Is there a way for us to be able to see this information in the Opportunities object?
Thanks!
PS: If there's something that's not clear, let me know, because English is not my first language and I might have problems trying to explain myself.
7 件の回答
You can use a Process Builder that triggers a Flow to Update it going forward.
I would recommend creating a Field to capture the multiplier (number with several decimal places). Whenever Amount "Is Changed", have the Process Builder start a Flow that grabs the current exchange rate from CurrencyType Object that matches the Currency picklist value from your Opp.
Its probably easiest to backfill this information via excel. Export your Opps and the CurrencyType Object and the DatedConversionRate Object to paste the values in.
How many Opps do you need to update?
