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How is currency handled when creating a rollup
Hi Everyone,
If I have a rollup field on account from rolling up opportunties $ will the currency be converted to what is set on my locale in my user personal settings or are there other implications I shoud know about.
If I have a rollup field on account from rolling up opportunties $ will the currency be converted to what is set on my locale in my user personal settings or are there other implications I shoud know about.
Hi Rornelas,
If your organization uses multiple currencies, the currency of the master record determines the currency of the roll-up summary field. For example, if the master and detail records are in different currencies, the detail record value is converted into the currency of the master record.
You can find additional details at this salesforce help page
https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=0
Thanks
Vivian