You need accurate currency conversion in Salesforce and we have the solution.

What’s The Problem?

Whilst Saleforce supports multiple currencies, support for conversion based on accurate dated exchange rates is extremely limited. Any business that needs accurate conversions based on dated exchange rates cannot work with the standard Salesforce product.

Example requirements would include:

  • Reporting on accurate revenue figures for Opportunities
  • Rolling up Product prices based on dated exchange rates
  • Invoicing using standard dated exchange rates

All of these requirements benefit from accurate dated currency conversions

How We Can Help

Currency Toolkit allows you to convert any numeric field (Number or Currency) between any two currencies.

The application can reference currency ISO codes in any two fields (source and destination currency), allowing you to convert via your base currency, between any two defined currencies.

The date used to establish the conversion rate can be any Salesforce date field on the same object (including formula fields) allowing you to convert based on any date.

We also support converting Opportunity Products using date fields on the parent Opportunity, allowing you to reference a common date field for all product price conversions.

You are able to configure as many conversions as you like on any object, for example if you need to convert values based on current rates and budget rates.

We Provide You with Accurate Financial Data in Salesforce

Unlimited Solution

Currency Toolkit allows you to configure as many currencies as you like with as many dated exchange rates as you like. Some of our clients use individual daily rates for many currencies.

Flexible Conversions

Our conversions can reference any date field you choose in order to establish the appropriate exchange rate, and can convert between any two currencies defined in the system.

Multiple Conversions

Many organisations have multiple currencies and rates, for example territory and global reporting currencies. Currency Toolkit supports all these requirements out of the box.

Have a requirement you would like to talk about?