A Custom Conversion Rule allows you to convert currency values in Salesforce from the record’s currency to a different custom target currency — even if it is not the corporate currency.
This extends the standard Dated Exchange Rate behavior supported by Salesforce (which only supports Corporate → Record or Record → Corporate conversions).
✅ Supported Objects:
- Opportunities
- Quotes
- Orders
- Any Custom Object
💡 Example Use Cases:
- Opportunity in EUR, need to track value in GBP:
A European opportunity tracked in euros, but management wants to view forecasted value in GBP.
Custom object Expense__c in local currency (e.g. ARS), need to see value in USD:
Internal finance team wants to track costs in ARS, but needs automatic conversion to USD for budget reporting.