Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More

Override field currency symbols in CPQ Quote Document output

Publish Date: Aug 13, 2024
Description
This article describes how to override the currency symbol displayed on a CPQ Quote field when generating a Quote Document. There is a special Quote field, DocumentCurrencySymbol__c , which can be used to  can be  redefine the ISO code (currency symbol) displayed on a quote document.
 
NOTE: The information below applies to sites that have multi-currency enabled in their Salesforce Org.
Resolution

DocumentCurrencySymbol__c is a special CPQ Quote field that uses a formula to return a currency symbol in Text format. The Currency ISO code displays the desired symbol instead of the ISO code from the Quote. Below are the steps to create the field:

1. Go to Setup.
2. Click Objects.
3. Click Quote (SBQQ__Quote__c).
4. Click New Field.
5. Click Formula | Text for return type.
6. The field API name is DocumentCurrencySymbol__c.
7. Set field level security for field. Click Save.
8. Set page layouts for field. Click Save.

Example Formula: 

CASE( CurrencyIsoCode, "EUR","€", "GBP","£", "$")

 

NOTE: This field only applies to currency fields with the SBQQ namespace (CPQ fields) on the Quote Document. This special field only applies to line items sections in the document and does not apply to HTML content or merge fields.

Additional Resources
SEE ALSO
Knowledge Article Number

000385086

 
Loading
Salesforce Help | Article