Create a roll-up summary field in Salesforce to calculate the sum total of a specific field across related records.
Create a custom field in Fullcast to import respective details.
Note
While creating custom field in Fullcast make sure that the currency flag is checked in the Basic information section of Field Update page, if you want to see the sum value in USD. If the flag is not checked, currency conversion will not happen and only the original currency value will be displayed.
Import Jobs—when the scheduled import job runs, you will see the roll-up summary field and its field values imported from Salesforce to Fullcast.
Common scenarios
Currency flag is checked
After the completion of import job, the multiple currencies get converted to USD and you can see the field values in Fullcast as follows
Currency flag is not checked
After the completion of import job, the multiple currencies does not get converted to USD and you can see the original field values in Salesforce and Fullcast as follows
Salesforce roll-up summary field value in Canadian USD
Roll-up summary field in fullcast in Canadian USD
All records are considered for calculation
After the completion of import job, the multiple currencies got converted to USD and you can see the original field values in Salesforce and Fullcast as follows
Records meeting certain criteria
Records having only Lead source as Web is coonsidered.
After completion of import job, the multiple currencies gets converted to USD and you can see the original field values in Fullcast as follows
