Advanced Currency Management in Salesforce with Rollup Helper

Improve the financial accuracy of your Salesforce data today with Rollup Helper

With Rollup Helper, you can rollup any currency type on child records and they will each be translated into your organization's default currency before aggregation begins. From there, we will rollup the aggregate figure and translate it into your target object's default currency type. For example, let's say you have a customer who is located in Canada, Rollup Helper will convert the source records currency type to CAD and also display the organizations default currency amount next to the CAD amount in the target field.

We also support Advanced Currency Management. This is a HUGE feature because in the past, if you needed multiple currencies setup in Salesforce and wanted to keep the exchange rates dynamic, you could not enable this functionality without comprising Salesforce's native rollup functionality. This meant choosing between having rollups or having accurate financial data. We want you to have the best of both worlds, so with Rollup Helper, you can now safely enable Advanced Currency Management.

How does it work?

Rollup Helper automatically detects how your organization is setup and will enable you to use dated currency rollups on any custom object or standard object in Salesforce. If you do not yet have multiple currency setup in your org, log a case with Salesforce or contact us for implementation assistance.