Advanced Currency Management #inSalesforce

Advanced Currency Management allows you to manage dated exchange rates that map a currency conversion rate to a specific date range.

Dated exchange rates are applied to currency fields on opportunities, opportunity products, opportunity product schedules, and opportunity reports. They are also applied to currency fields on quotes, quote line items, and quote reports. They are not applied to fields on other objects or when forecasting. Converted amounts do not appear on quote PDFs.

Roll-up summary fields are affected by advanced currency management. If your organization enables advanced currency management, delete any currency roll-up summary fields on accounts that summarize opportunities and any roll-up summary fields on opportunities that summarize custom objects.



Reference: https://help.salesforce.com/s/articleView?id=sf.administration_about_advanced_currency_management.htm&type=5

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