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CurrencyIsoCode Update Behavior on Salesforce CPQ Quote Line

Julkaisupäivä: Jun 26, 2026
Kuvaus

Updating the CurrencyIsoCode field on a Salesforce CPQ Quote Line behaves differently depending on whether the update is performed through the Salesforce UI or via a backend process (Apex, API, Data Loader). UI updates do not perform currency conversion, while backend updates temporarily apply Salesforce Multi-Currency conversion before Salesforce CPQ recalculates the Quote Line pricing.

Scenario

Consider a Quote Line with the following values:

  • CurrencyIsoCode: USD
  • List Price: 100 USD


Update from the Salesforce UI

When the CurrencyIsoCode is changed from USD to INR through the Salesforce UI:

  • The CurrencyIsoCode is updated successfully.
  • No currency conversion is performed on the List Price.
  • The List Price remains 100, but is now displayed as 100 INR.

Result:

CurrencyList Price
USD100 USD
INR (after UI update)100 INR

Update from the Backend

When the same field is updated through a backend process (such as Apex, API, or Data Loader):

  1. Salesforce initially applies the standard Multi-Currency exchange rate.
  2. The List Price is temporarily converted based on the configured exchange rate.
  3. When Salesforce CPQ recalculates the Quote Line, the pricing engine restores the List Price based on the product pricing for the selected currency.

For example, assuming an exchange rate of 1 USD = 85 INR:

StageCurrencyList Price
Before UpdateUSD100 USD
Immediately After Backend UpdateINR8,500 INR
After CPQ RecalculationINR100 INR

 

Ratkaisu

This behavior is working as designed.

Knowledge-artikkelin numero

005387786

 
Ladataan
Salesforce Help | Article