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How To Make Opportunity Amount Convertion Rate Follow A Specific Date's Rate Instead Of Daily Rate

edited Nov 15, 2024 7:23PM in Sales 7 comments

Summary:

Requirement to setup Opportunity to make the amount not impacted by current Daily Rate convertion. Currently, Opportunity Amount in reports is converted to USD runtime based on Daily Rate. We want the convertion to be based on rate from specific past date like when the Opportunity Amount first get populated from CPQ integration.

Content (please ensure you mask any confidential information):


Version (include the version you are using, if applicable):

24C (11.13.24.07.0)



Code Snippet (add any code snippets that support your topic, if applicable):

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