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Data Processing Engine
Control Currency Conversion in Definitions

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Control Currency Conversion in Definitions

Choose how the Data Processing Engine handles currency fields when it processes multi-currency data. Convert all currency values to a single currency for consistent calculations, or keep each amount in its original currency to apply your own conversion logic. Set your preference once for a definition and run it the same way every time on the CRM Analytics or Data 360 runtime.

Required Editions

View supported editions.

Use Cases

  • Manufacturing (Rebate Calculations): Rebate computations often involve transactions across multiple currencies. Choose whether to convert currency before aggregation for rebate calculations to match your business logic.
  • Billing and Accounting: In financial use cases, some organizations retain the original currency values for reporting, and others convert them to a standard corporate currency. Currency conversion helps your data comply with accounting and financial-reporting rules.

Considerations

  • Currency conversion applies only when your Salesforce org has multi-currency enabled and your definition uses the CRM Analytics or Data 360 runtime.
  • The On-Demand Processing runtime and Data Preview don't support currency conversion
  • Currency conversion isn't supported for standard Salesforce object fields, Data 360 fields, and CRM Analytics datasets with a currency data type.
  • The conversion of currency fields applies to fields in Salesforce objects, data lake objects, data model objects, and calculated insights objects.
  • How Currency Conversion Works in Each Runtime
    The runtime your definition uses and the currency conversion setting together determine whether CRM Analytics or Data 360 converts currency values or keeps them in their original currency.
  • Configure Currency Conversion for a Definition
    Set the currency conversion preference for a definition in the Data Processing Engine builder. Turn conversion on to consolidate amounts into a single currency, or turn it off to keep the original currencies. For the Data 360 runtime, select the target currency.

See Also

 
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