SFDC Multi-Currency Support

Multi-currency SFDC instances require extra steps in order to ensure reporting is accurate and that the opportunity owner and manager experience is correct.

The Intelligence360 Platform supports Multi-currency SFDC instances using the native SFDC currency conversion functionality.  This ensures that the Intelligence360 Platform can support both Standard and Advanced multi-currency environments. 

The technical SFDC documentation is available here.

Intelligence360 requires a few extra fields for multi-currency environments:

1. Amount => always the primary integration user's personal currency

2. Native Amount => always the native amount of the opportunity

3. Currency ISO Code => what currency is the opportunity in

The configuration for Amount should look like the example below.  Amount is a native property, so the existing settings need to be updated.  Specifically, Amount should NOT be "writable" in a multi-currency environment. 

Primary Amount Field

Here are the "source property" settings required:

• When a read property is selected:

{
  "transform": {
    "type": "convertCurrency"
  }
}

• When a read property is NOT selected, you must include externalName:

{
  "externalName": "Amount",
  "transform": {
    "type": "convertCurrency"
  }
}

There will also be a "currency type". This should match the personal currency of the primary integration user, and ALSO be your corporate global currency.

Based on the selection, this field will always display with the appropriate currency label.

Native Amount / Currency ISO Code

Two additional fields are required to allow actions to update opportunity amounts.

• Native Amount allows you to update the un-converted native amount.

• Currency ISO Code specifies what currency the opportunity is using

   

Native Amount => always the native amount of the opportunity and is writable

Currency ISO Code => what currency is the opportunity in and is writable

Note:  Any actions using the amount field will need to be updated with native amount

Note: Any dashboards or reports need to use the "amount" field (the converted amount)

Note: Do not set a currency type on the native currency field, as it can be multiple currencies

Secondary Amount Fields

It's possible to add additional secondary amount fields (i.e. one primary amount for total deal size, but a secondary amount for only services). Follow the instructions for the primary amount field for these secondary amounts.

If you run into any issues, please contact support.