Gain Accurate Financial Insights with Currency Reporting in Data 360 Reports (Beta)

Analyze currency data within Salesforce and other external data sources directly within your Data 360 reports. Filter, sort, and evaluate these values to gain clearer insights into your financial metrics. This feature is available only for single-currency orgs.

Where: This change applies to Data 360 in Developer, Enterprise, Performance, and Unlimited editions.

Note
Note Analyze Currency Data in Data 360 Reports is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.

How: From Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings. Select Enable Currency Fields in Data Cloud Reports (Beta). Then, create a Data 360 report on a data object that contains a currency field.