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            Add Currency Conversion Rates to Reports in Salesforce Spiff

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            Add Currency Conversion Rates to Reports in Salesforce Spiff

            To show currency conversion rates in a report in Salesforce Spiff, create a calculation that shows the conversion. Make sure that you know the exact conversion rate, typically from your company's currency to another specific currency. You can include the calculation in a reporting field or visible field for statements and reports.

            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
            User Permissions Needed
            To create a calculated field and add it to a report:

            A Spiff user role with these permissions turned on.

            • Designer Configuration: Manage
            • Custom Reports: Edit
            • Statements: Recalculate
            1. Create a calculated field, ConversionRate, that uses the convert_currency() function that returns a conversion rate.

              By creating a calculated field instead of a worksheet calculation, you can add a column to the filter for any payout rule that calculates commission for deals.

              =convert_currency(conversion_direction, destination_currency, currency_iso_code, effective_date)
              conversion_direction An integer that specifies the direction for converting the currency.
              • To convert from destination_currency to source_currency, use 1.
              • To convert from source_currency to destination_currency, use -1.
              destination_currency The ISO code of the currency to convert to.
              source_currency The ISO code the currency to convert.
              effective_date The date that the currency rate is effective, typically CloseDate, statement_period.start_date, or statement_period.end_date.

              For example, convert from CompanyCurrency to DealCurrency on the CloseDate.

              =convert_currency(1, CompanyCurrency, DealCurrency, CloseDate)
            2. Include the calculation in a reporting field or statement field in a payout rule.
              1. To show the field in a report or statement, create a reporting field calculation or add the field name to another field.
              2. Recalculate statements so the data is included in the report database.
              3. From the right panel in Designer, change the display format to Currency so that the value appears correctly.
            3. Add the field to a report.
              1. Edit the report and search for the calculated field you created.
              2. Add the field to the report.
             
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