Support in Omnata Connect
With Omnata Connect, a Number field can be configured to support Multi-Currency. In this mode:
The value in the original Number field is converted from the designated original source currency into the user's display currency.
A Text field is added to the External Object which displays the number in the source currency including the currency code, plus the user’s currency in parentheses if different. This field is used as a readable presentation of the currency, but not for sorting or filtering as it’s just a text field.
To achieve this, first we provide a method of designating a currency for each record for a numeric column in the data warehouse.
Currency Selection Options
Get ISO currency code from another column
Using this option, you can support single database tables that contain a variety of currencies.
For example:
| ITEM_ID | PRICE | CURRENCY |
|---|---|---|
1 | 100.00 | USD |
2 | 150.00 | USD |
3 | 2000.00 | JPY |
By nominating the CURRENCY column as the currency code source, the value in PRICE will be interpreted appropriately.
Note: For all currency code values present in the database table, there must be a currency code configured in Salesforce so that a rate can be applied.
Use a fixed currency
Using this option, you can choose from a static list of currencies available in the Organization.
Use the Organizations default currency
This option is similar to choosing a fixed currency, except it will automatically apply whatever is the default currency (the "corporate" rate).
Advanced Multi Currency (Dated Exchange Rates)
If Advanced Multi Currency is enabled in the Salesforce Organization, a date column from the database table can be nominated as the effective date of conversion.
For example:
| ITEM_ID | PRICE | CURRENCY | SALE_DATE |
|---|---|---|---|
1 | 100.00 | USD | 2018-01-05 |
2 | 150.00 | USD | 2018-06-08 |
3 | 2000.00 | JPY | 2019-05-03 |
By nominating SALE_DATE as the date column, the Omnata Connect adapter will look up the historical conversion rate for that currency at that point in time.
When using this option, it is important to keep your Salesforce Organization's currency rates table maintained.
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