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Currency in Salesforce Spiff
If your company pays commission in multiple currencies, you can define a primary company currency in Salesforce Spiff and individual reps can specify a preferred currency. To do any calculations with currency amounts, convert amounts to the same currency first. Calculate all rules in the same currency.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
For example, if your company currency is USD but a rep closes a deal in EUR, convert the deal to company currency in your payout rule calculations. Or, if your company is based in the US but reps live internationally, convert their payout to their preferred currency.
Typically, companies use a specific field for tracking the currency of a deal. For example, the Salesforce opportunity object has a CurrencyIsoCode field.
Supported Currency Codes
Spiff supports these currencies.
- AUD
- CAD
- CNY
- EUR
- GBP
- JPY
- NZD
- USD
Preferred Currency and Currency Conversion
In Designer, the right panel includes options for converting currency when you're working with fields or calculations in datasheets or worksheets where Display Format is Currency.
| Field in Designer | Description |
|---|---|
| Destination Currency | Specifies the currency to convert the value to. |
| Rep Preferred Currency | References the rep's preferred currency from their profile. |
| Fixed Currency | References a specific currency. |
| Currency from Field | Selects a currency code from a calculated field. |
| Convert to Another Currency | Specifies another currency and a date for the effective exchange rate to apply. Because currency exchange rates change frequently, select a date that determines the effective rate you want to use. For example, specify the deal close date or statement period end date. |
When you import data, you can import specific currency conversion rates. Conversion rates must be relative to the corporate currency. See Import Currency Rates in Salesforce Spiff.
Currency Mismatches
If you use an accumulated variable for deals, an error occurs when at least one deal in the data filter has a different currency than all the other deals.
If you use the amounts_from() function and a rep is missing a statement for at least one period within the scope of the request, the function returns a different currency code for the missing period. For example, a rep is paid in EUR, their commission plan includes a YTD true-up rule, and you have this function.
=amounts_from(BeginningOfYear, EndOfPeriod, PlanName)For the missing statement period, this function returns an amount of 0 in the default corporate currency instead of 0.00 EUR, which causes a currency mismatch error. To solve this error, use the currency() function in your YTD true-up rule to set the rep's preferred currency.
=currency(YTD_Paid, RepCurrency)- Convert Currency to a String in Salesforce Spiff
To show currency values with formatting such as symbols and commas in Salesforce Spiff documents or statement cards, convert the currency field to a string data type.
