Certified Sales Cloud Consultant: Custom Formula Field and Currency in Salesforce

Custom Formula Field and Currency in Salesforce

Question

Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity.

Which currency will the custom formula use for its value if the opportunity and account records have different currencies?

Answers

Explanations

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A. B. C. D.

A

When creating a custom formula field on the Opportunity object in Salesforce, the currency that will be used for the formula's value depends on the context and the field references used in the formula.

In the given scenario, where the Opportunity and Account records have different currencies, the currency used by the custom formula field will be determined based on the field references used in the formula. Let's analyze the options provided:

A. Opportunity currency: If the formula field references any fields directly from the Opportunity object that are defined as currency fields (such as the Opportunity Amount field), the formula will use the currency of the Opportunity record. This means that the custom formula field will display the Opportunity amount in the currency of the Opportunity record.

B. Account currency: If the formula field references any fields directly from the Account object that are defined as currency fields (such as the Account's Discount field), the formula will use the currency of the Account record. In this case, the custom formula field will display the Account's discount amount in the currency of the Account record.

C. User currency: If the formula field references any fields that are related to the User object and defined as currency fields, the formula will use the currency of the User who is viewing the record. This means that the custom formula field will display the currency based on the User's personal settings.

D. Corporate currency: If the formula field doesn't reference any specific currency fields and only uses mathematical calculations or non-currency fields, the formula will use the corporate currency defined in the organization's settings. The custom formula field will display the result in the corporate currency.

To determine the currency used by the custom formula field, it's important to identify the field references used in the formula and understand the currency settings for those fields and objects.

In summary, without knowing the specific field references used in the custom formula field, it is not possible to determine the exact currency that will be used. The currency could be the Opportunity currency, Account currency, User currency, or the corporate currency, depending on the field references and their currency settings in the formula.