Preserve Original Currency Values for Salesforce Direct Data

By default, all currency fields are converted to the default org currency on all data syncs. With Salesforce direct data objects, use the preserveCurrencyFields in your recipe JSON to specify which fields you want to preserve the original currency value for on data sync. This process allows you to use unconverted currencies in some workflows and converted currencies in others, even within the same Salesforce direct data object.

Preserving currency values provides your users with the option to access both raw and converted currency values. You maintain data integrity by retrieving the original currency values as stored in Salesforce and enable your users to perform currency conversion within CRM Analytics using the retrieved exchange rates.

Note

Use of preserveCurrencyFields is only supported for Salesforce direct data objects and requires a full sync.

1. In Data Manager, click Recipes.
2. Click the recipe you want to edit or create a new recipe.
3. For the input node, select a Salesforce direct data object.
   In the Location column, Salesforce direct data is distinguished by a gray Salesforce cloud icon.

   
4. Once your input node is defined, download the recipe JSON to edit and update the preserveCurrencyFields for that node.
   
5. Open the recipe JSON file in an editor.
   Example JSON for a recipe input node:

   "LOAD_DATASET0": {
       "action": "load",
       "parameters": {
          "dataset": {
            "connectionName": "SFDC_LOCAL",
            "label": "Sy_Currency__c",
            "sourceObjectName": "Sy_Currency__c",
            "type": "connectedDataset"
          },
          "fields": [
            "Id",
            "OwnerId",
            "IsDeleted",
            "Name",
            "CurrencyIsoCode",
            "CreatedDate",
            "CreatedById",
            "LastModifiedDate",
            "LastModifiedById",
            "Cost__c"
          ],
          "preserveCurrencyFields": [],
          "sampleDetails": {
            "sortBy": [],
            "type": "TopN"
          }
       },
       "sources": []
   }

6. Add one or more currency fields to the preserveCurrencyFields object.
   Example JSON with a currency field, Cost__c, added to the preserveCurrencyFields object:

   "LOAD_DATASET0": {
        "action": "load",
        "parameters": {
          "dataset": {
            "connectionName": "SFDC_LOCAL",
            "label": "Sy_Currency__c",
            "sourceObjectName": "Sy_Currency__c",
            "type": "connectedDataset"
          },
          "fields": [
            "Id",
            "OwnerId",
            "IsDeleted",
            "Name",
            "CurrencyIsoCode",
            "CreatedDate",
            "CreatedById",
            "LastModifiedDate",
            "LastModifiedById",
            "Cost__c"
          ],
          "preserveCurrencyFields": [
            "Cost__c"       
          ],
          "sampleDetails": {
            "sortBy": [],
            "type": "TopN"
          }
        },
        "sources": []
        }

7. Save the recipe JSON file and upload it to your recipe.
   
8. Complete your recipe and click Save and Run.