Professional Services Automation Core Data Dictionary

Currency__c

Label: Currency

This core object is only used if you manage dated exchange rates using Certinia PSA instead of Salesforce advanced currency management. Associate every currency record (with matching currency code) to a currency defined by Salesforce multiple currencies (multi-currency enablement is required by PSA). Currencies have a master-detail relationship with dated exchange rates (currency exchange rates). One currency is designated as corporate.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Currency_Code__c Currency Code Pre-Spring 2018 Represents the Currency Code abbreviation (e.g. USD, EUR, CAD) for the currency. This is usually 3 characters.

Text(6)
Is_Corporate_Currency__c Is Corporate Currency Pre-Spring 2018 Indicates whether currency record is for Corporate Currency - i.e. currency to which all other currencies are compared for exchange rate purposes.

Checkbox false
Is_Test__c Is Test Pre-Spring 2018 If checked, indicates that this currency record is only being used in test mode and is not to be used for 'real' (production) exchange rate conversions, and that any exchange rates defined for this currency also should not be used for 'real' conversions.

Checkbox false
Is_Void__c Is Void Pre-Spring 2018 If checked, indicates that this currency record is invalid and is not to be used, and that any exchange rates defined for this currency also should not be used.

Checkbox false


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