How to update historical exchange rates for a specific date?

 

Description:
Starting from Version 64.17 (November 2025 release), CurrencyUpdater allows administrators to manually trigger a refresh of dated exchange rates for a specific past date — for example, to correct or backfill historical data.

 

historical updates

Steps:

  1. Open the Currency Updater Setup tab in your Salesforce org.

  2. Click the new “Update Historical Rates” button (located next to Update Exchange Rates).

  3. Select the desired date from the date picker (defaults to today).

  4. Click Run Update.

  5. Wait a few seconds — a success message will appear once rates have been updated.

Important:
If you don’t see the Update Historical Rates button, your org might not have the feature enabled yet.
Ask your Axy7 representative or open a support ticket to activate the feature parameter. 

Important: This functionality is only for Enterprise and Unlimited editions. 

Example Use Cases:

  • A financial team loads missing dated rates for a prior quarter close.

  • Historical opportunities or quotes are recalculated using official past rates.

Technical Notes:

  • The feature calls the new Apex API method:

     
    CurrencyUpdaterAPI.updateDatedExchangeRatesByDate(Date rateDate);

  • The logic updates Salesforce’s DatedConversionRate records for all active currencies, using the same logic as the nightly updater.