Advanced multi-currency capabilities for Salesforce that go beyond corporate limits.
Managing exchange rates in Salesforce has always been a challenge—especially when you need to convert between two currencies that are neither the record’s currency nor the corporate one. Today, Axy7 is thrilled to announce a breakthrough feature that changes that: Custom Conversion Rules, now available in Currency Updater.
Why this matters
Salesforce supports conversions from record currency to corporate and vice versa. But what about a deal in EUR where you need results in GBP? Or a local cost in ARS that must be reported in USD?
These are real-world scenarios—handled poorly today by:
- Manual Excel conversions
- Fragile custom Apex scripts
- Data integrity risks
We’ve solved that.
With Currency Updater’s Custom Conversion Rules, you get automated, historical, and accurate conversions from any record currency to a custom target currency of your choice.
Real Personas. Real Use Cases.
1 Sales Operations – EUR → GBP commissions
Maria, a Sales Ops Manager in Europe, tracks Opportunities in EUR but pays commissions in GBP. She needs the historical EUR/GBP rate at close date to calculate commissions correctly.
Using Currency Updater:
- A custom rule on Opportunity fetches the dated rate
- A custom field stores the target ISO (GBP)
- Another field stores the conversion rate
- A formula like Amount * Custom_Exchange_Rate__c delivers real GBP values
Dashboards, exports, and payouts—accurate and automatic.
2 Finance Controller – ARS → USD local expenses
Carlos, a Controller in Argentina, tracks costs in ARS but consolidates budgets in USD. Previously, they updated exchange rates manually.
Now:
- A custom rule on the Expense object fetches the dated ARS/USD rate
- A number field stores the value
- Reporting is now real-time, auditable, and global-ready
LWC On-the-Fly Conversion = Instant Insights
Our new AxyCurrencyConverter Lightning Component lets you calculate conversions between any two currencies directly on a record page (like Opportunity).
Just enter the amount and select the target currency—no setup, no saved fields, no overhead.
- Great for pre-close reviews
- Helpful during forecasting
- Works with historical rates, using the record’s Close Date
Only Possible with Currency Updater
This is not a workaround. Currency Updater is the only solution on the AppExchange with a robust engine for:
- Dated Exchange Rates
- Custom Object Rules
- Automated Conversions Beyond Corporate
Trying to build this in-house would take months and introduce huge risk. We deliver it fully packaged, declarative, and secure.
How to Enable
This feature is part of Currency Updater last release and requires:
- Creation of two custom fields on the object you want to configure:
- One for storing the target ISO (Text or Picklist)
- One for storing the custom exchange rate (Number)
- Mapping those fields in the Currency Updater setup UI
- (Optional) Creating a formula field to multiply by the custom rate
This feature requires an extended license. Contact support@axy7.com to activate Custom Currency Conversion in your org.
