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:
- Amount => always the USD amount of the opportunity
- Native Amount => always the native amount of the opportunity
- 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:
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)