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Connector Improvement: Salesforce Corporate Currency Conversion

Answered
Ian Pearthree User

As a multi-currency organization, we would like to sync the corporate currency value for all currency fields, rather than the local currency value.

Syncing the corporate currency value would give us the assurance that when we report financial metrics from Fivetran-synced tables, values are consistently our corporate currency.

Without corporate currency conversion being an option from Fivetran's Salesforce connector, we have to write our own ELT scripts to sync currency conversion rates ourselves. Additionally, we will need to transform every table and currency field to calculate our corporate currency value. Therefore, we will be unable to use any of the Fivetran Salesforce DBT packages. Without corporate currency conversion, there is very little value in the Fivetran Salesforce connector for our multi-currency organization.

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Comments

5 comments

Date Votes
  • Official comment
    Ray User

    Hi Ian,

    Thanks for writing in with this request. I'm the Product Manager for the Salesforce Connector and I'm very interested in ensuring that the Fivetran connector gets it right when it comes to currency and multi-currency support.

    My current understanding is that when an Salesforce organization uses multi-currency, there are only two fields: Amount and Currency. If there is also a field for Corporate Currency Amount then I believe Fivetran should be able to sync this without any issue. If not, then I believe your assessment that this needs to happen at the Transformation layer is correct. 

    That leaves a couple options, such as modifying our salesforce dbt package to take new inputs which have already been transformed to include the corporate currency amount. Alternatively, we do have improved support for custom calculated fields coming soon, which also relies on the transformation layer of the data stack. 

    If I've misunderstood the data made available by Salesforce, please correct me! If we're aligned there and just working out the best solution, let's leverage your success manager to get in touch with a Solution Architect or Support Engineer to work through this together.

    All the best,

    Ray Harris
    Product Manager, Sales & Customer Success Analytics

  • Ian Pearthree User

    Hi Ray,

    Thanks for the detailed reply. You are correct that on objects with currency fields, there are only the amount and currency fields.

    There is a SOQL method, convertCurrency(), which converts currency fields to the corporate currency amount in the response of the SOQL query. Wanted to mention that option in case Fivetran leverages SOQL for the connector.

    You surely know about the CurrencyType and DatedConversionRate objects since you mentioned the transformation layer improvements. Updates to Fivetran's Salesforce DBT package, or a currency-conversion option in the coming calculated fields improvements would also be acceptable solutions for me and my team.

    Is there anything I can subscribe to for a notification when a currency conversion solution is released? We have to develop a solution for currency conversion ourselves in the meantime.

    Thanks again for the info about the coming improvements, I feel you understand the ask and it is just a matter of time until Fivetran has a good solution for currency conversion.

  • Kate Wiggin User

    Ray We have the same need.  Has there been any progress on whether Fivetran would support the convertCurrency() function when querying SOQL?  Salesforce does not offer a field-level function that I'm aware of to be able to populate a distinct field with the converted amount.   While we could also try to join to our own currency conversion table downstream, it would not hold the same conversion values as whatever is used by Salesforce with their multicurrency functionality.  I'd prefer to use the salesforce convertCurrency() function so that converted amounts are a match between what's reported out of SFDC and what's reported through the data pipeline.  Currently our organization is not syncing our salesforce our data through Fivetran, but if you supported this feature we would make the switch.

  • Hiroto Yamakawa User

    Same issue here. Is there any update on that one by any chance? 

  • Teddy Ruby User

    Hi! This is also inhibiting our ability to fully use the Salesforce connector, is this still a priority for the product team?