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Currency Toolkit

Dated currency conversion rates for Salesforce custom objects and fields

Overview

Currency Toolkit allows you to support dated conversion rates for custom objects and custom currency fields. Can convert between any currencies using any date field for the conversion rate.

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  • Accurate revenue reporting using dated conversion rates. Includes support for accurate conversion of dated product prices based on Opportunity Product dates.

  • Custom currency and number fields can be converted. The date for conversion and the ISO code for source and destination currency can be set on a per-conversion basis, allowing multiple conversions per value.

  • Support for custom objects such as Invoices, as well as standard objects

Currency Toolkit allows you to convert any currency or number field to any other currency using any reference date. We also support the use of multiple exchange rate tables for different purposes (e.g. budget rates). Essential for any Salesforce customer who is storing financial information in foreign currencies in their Salesforce org.

Categories

Business Needs
Finance
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package