If you only want to quickly convert an amount to another currency — without saving anything — you can use our new Lightning Component: Axy Currency Converter.

This LWC:

  • Appears on the Opportunity record page (or other objects)
  • Lets users enter an amount and select a custom target ISO currency (e.g. ILS)
  • It uses the Close Date of the record and current ISO Currency to fetch both exchange rates
  • Performs the conversion on the fly using the correct historical dated exchange rates

No additional fields are required.