To accurately report on currencies in Salesforce Billing, add several Salesforce
currency fields to key Salesforce Billing objects. (Salesforce Billing Managed Package)
Required Editions
Available in: All Salesforce Billing Editions
Salesforce Billing contains the following fields frequently used in currency reports. By
default, these fields have no default value and no functionality. We've provided them so that you
can define base currencies on transactional records manually or through an integration. We
recommend using a scheduled batch process that evaluates an internal or external currency table
and populates these fields based on currency rates that match the date of the transaction.
Important To optimize performance and scale, we advise that users avoid populating
these fields using triggers or process builders.
Field
Type
Setup
Base Currency
Text
Default = Null
User-populated
Not required
Base Currency FX Date
Date
Default = Null
User-populated
Not required
Base Currency FX Rate
Decimal
Default = Null
User-populated
Not required
Base Currency Amount
Currency
Default = Null
User-populated
Not required
To enable detailed currency reporting in Salesforce Billing, add these fields to the page
layouts of the following objects.
Invoice
Invoice Line
Usage
Usage Summary
Payment
Refund
Refund Line
Revenue Schedule
Revenue Transaction
Credit Note
Credit Note Line
Debit Note Line
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
