--- schema_version: "1" id: 2d8ba941fb4d5bfe3a6dea7f7a9e9fde5169839b024c2905b75b54494539d0bf title: Currency in Salesforce Spiff collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_currency.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_currency.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: af3d2d3d2e6f7689fff156d51eb3ac3cebec8f243f7274b65d5a70762ba9d313 description: If your company pays commission in multiple currencies, you can define a primary company currency in Salesforce Spiff and individual reps can specify a preferred currency. To do any calculations with currency amounts, convert amounts to the same currency first. Calculate all rules in the same currency. products: - Sales Cloud - Sales Enablement release: "264" --- # Currency in Salesforce Spiff If your company pays commission in multiple currencies, you can define a primary company currency in Salesforce Spiff and individual reps can specify a preferred currency. To do any calculations with currency amounts, convert amounts to the same currency first. Calculate all rules in the same currency. ### Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available for an additional cost in: Professional Edition with Web Services API Enabled
For example, if your company currency is USD but a rep closes a deal in EUR, convert the deal to company currency in your payout rule calculations. Or, if your company is based in the US but reps live internationally, convert their payout to their preferred currency. Typically, companies use a specific field for tracking the currency of a deal. For example, the Salesforce opportunity object has a CurrencyIsoCode field. ## Supported Currency Codes Spiff supports these currencies. - AUD - CAD - CNY - EUR - GBP - JPY - NZD - USD ## Preferred Currency and Currency Conversion In Designer, the right panel includes options for converting currency when you're working with fields or calculations in datasheets or worksheets where Display Format is Currency. | Field in Designer | Description | | --- | --- | | Destination Currency | Specifies the currency to convert the value to. | | Rep Preferred Currency | References the rep's preferred currency from their profile. | | Fixed Currency | References a specific currency. | | Currency from Field | Selects a currency code from a calculated field. | | Convert to Another Currency | Specifies another currency and a date for the effective exchange rate to apply. Because currency exchange rates change frequently, select a date that determines the effective rate you want to use. For example, specify the deal close date or statement period end date. | When you import data, you can import specific currency conversion rates. Conversion rates must be relative to the corporate currency. See [Import Currency Rates in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_import_currency.htm&release=264.0.0&type=5 "If you don't sync currency rates from Salesforce in Salesforce Spiff, you can specify your own conversation rate from your corporate currency setting in Spiff to other currencies. Download, modify, and upload a template currency rate file."). ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_tip.png) Tip To show amounts in statements or reports for both the corporate currency and a rep's preferred currency, create a calculated field for each amount, such as PayoutCorpCurrency and PayoutRepCurrency. ## Currency Mismatches If you use an accumulated variable for deals, an error occurs when at least one deal in the data filter has a different currency than all the other deals. If you use the `amounts_from()` function and a rep is missing a statement for at least one period within the scope of the request, the function returns a different currency code for the missing period. For example, a rep is paid in EUR, their commission plan includes a YTD true-up rule, and you have this function. ``` =amounts_from(BeginningOfYear, EndOfPeriod, PlanName) ``` For the missing statement period, this function returns an amount of 0 in the default corporate currency instead of 0.00 EUR, which causes a currency mismatch error. To solve this error, use the `currency()` function in your YTD true-up rule to set the rep's preferred currency. ``` =currency(YTD_Paid, RepCurrency) ``` - **[Convert Currency to a String in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_currency_string.htm&release=264.0.0&type=5)** To show currency values with formatting such as symbols and commas in Salesforce Spiff documents or statement cards, convert the currency field to a string data type. #### See Also - [Accumulated Variables in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_accumulated_variable.htm&release=264.0.0&type=5 "An accumulated variable is like a running total, where Salesforce Spiff sums a field or value within a sorted data filter and returns a cumulative value up to a current record. An accumulated variable helps you quickly sum multiple values with fewer calculations.") - [Import Currency Rates in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_import_currency.htm&release=264.0.0&type=5 "If you don't sync currency rates from Salesforce in Salesforce Spiff, you can specify your own conversation rate from your corporate currency setting in Spiff to other currencies. Download, modify, and upload a template currency rate file.") - [Company Settings Considerations for Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_company_settings_considerations.htm&release=264.0.0&type=5 "Keep a few considerations in mind when working with company settings for Salesforce Spiff.") - [amounts\_from](https://help.salesforce.com/s/articleView?id=sales.spiff_function_ref_amounts_from.htm&release=264.0.0&type=5 "Returns a sum of commission amounts for specific payout rules or total commission amounts from previous statement periods in Salesforce Spiff. This function is similar to amount_from() but requires a date range instead of a specific date.") - [currency](https://help.salesforce.com/s/articleView?id=sales.spiff_function_ref_currency.htm&release=264.0.0&type=5 "Converts a number of string into a specified currency in Salesforce Spiff.")