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Prem ChauhanPrem Chauhan 

How to convert Account Multi-Currency to INR, UAE,USD ?

Need Urgent Help,

Actually, the scenario is I have a currency field in Account as well as in Opportunity.
and Account is mapped with Opportunity.

whenever my account selects the Currency Record type as  USD then the Account's currency fields (ABC__c) = $1000.00 shows a value correct.

but while creating the opportunity I'll select this account as a lookup. and some fields are already mapped.
but such scenario my opportunity's  Currency Record type is UAE when I save my opportunity than the value of account's Field (ABC__c) doesn't get converted.
Still, it shows a value of $1000 didn't get converted to UAE 


Please HELP ME FROM THIS SITUATION.

Many Thanks in Advance.
 

Venkata Naresh Thatha 8Venkata Naresh Thatha 8
Hi, Did you add Exchange Rate to Opportunity Currency ? I am able to do it by looking up Accounts "Annual Revenue" . i Just added manual exchange rate though i believe you can tweak by enabling advanced currency management. You can see the dollars being converted to Dirhams in below screen shots.

User-added imageUser-added imageUser-added image
Prem ChauhanPrem Chauhan
Yeah, i have added, but need a workaround. 
GauravGargGauravGarg

Hi Prem,

Please select the Opportunity currency as UAE, if this doesn't help. 

Then write a trigger on Opportunity and do a conversion based on Currency Exchange Rates defined in SFDC object. 

Thanks,

Gaurav

Prem ChauhanPrem Chauhan
I suppose to configure with Standard Features. If you have any idea let me know..

Thanks.

 
GauravGargGauravGarg

Hi Prem,

Please check this Opportunity Currency article.

https://help.salesforce.com/articleView?id=000213477&type=1


Thanks,

Gaurav