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          Enable Currency Fields in Data 360 Reports (Beta)

          Enable Currency Fields in Data 360 Reports (Beta)

          Gain clear financial insights by analyzing currency data within Salesforce and other external data sources directly within your Data 360 reports.

          Required Editions

          Available in: Lightning Experience and Salesforce Classic
          Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions
          Note
          Note Currency Reporting in Data 360 Reports is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
          • Verify that your Salesforce org is a single-currency org. This feature supports only single-currency orgs.
          • Make sure that your data object contains a currency field.

          A single-currency org deals with one primary currency. If your underlying data contains single-currency values that match your primary currency, you can report on them. However, if the underlying data contains multiple currencies and your org is a single-currency org, the system shows an error.

          Important
          Important If you upgrade from a single-currency org to a multicurrency org, existing currency fields are not shown in Data 360 reports.
          1. From Setup, in the Quick Find box, enter Reports, and then select Reports and Dashboards Settings.
          2. Select Enable Currency Fields in Data Cloud Reports (Beta).
          3. Save your changes.

          Create a Data 360 report on a data object that contains a currency field.

           
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