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

InsightSquared Platform supports Multi-currency SFDC instances using the native SFDC currency conversion functionality.  This ensures that the IS2 Platform can support both Standard and Advanced multi-currency environments. 

The technical SFDC documentation is available here.

IS2 requires a few extra fields for multi-currency environments:

  1. Amount => always the USD amount of the opportunity
  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 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. 

Here are the "source property" settings required:

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


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

  • Currency ISO code specifies what currency the opportunity is using, and native amount allows you to update the un-converted native amount. 

Native Amount => always the native amount of the opportunity

Currency ISO Code => what currency is the opportunity in

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)

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