How Salesforce Evaluates Approval Process Criteria with Multiple Currencies

In approval process step criteria involving multiple currencies, Salesforce converts all currency values to the corporate currency using the active exchange rates in the org before evaluation.

• The approval logic (e.g., OR) is applied to these converted values.

• Conditions are not evaluated in their original currencies.

• As a result, records may meet criteria based on their corporate currency equivalent, which can lead to broader matches than originally intended, especially in OR logic.

Example Scenario

Business Context:
Corporate currency: USD
Approval step criteria for an expense process:

• Expense_Amount__c ≤ 5,000 EUR
  OR

• Expense_Amount__c ≤ 700,000 JPY

Exchange Rates:

• 1 EUR = 1.1 USD → 5,000 EUR = 5,500 USD

• 1 JPY = 0.007 USD → 700,000 JPY = 4,900 USD

Salesforce Evaluation:
The criteria are converted and evaluated as:

• Expense_Amount__c ≤ 5,500 USD
  OR

• Expense_Amount__c ≤ 4,900 USD

A record with Expense_Amount__c = 772,000 JPY (5404 USD) meets the criteria, even though it exceeds 700,000 JPY in the original currency.

Important Notes

• Currency logic is not preserved in approval steps; all values are normalized to the corporate currency.

• With OR conditions, the less restrictive converted value may lead to unexpected matches.

• Always test approval criteria with different currencies to ensure the outcome aligns with business requirements.