How to Create Currency Field Type in Salesforce

In this Salesforce tutorial, we will learn how to create the currency field type in Salesforce. We can use it to enter a dollar and any other currency amount, automatically format the field as a currency amount. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked in the Salesforce company that is placed in the USA. While working here, I got a task where I needed to enter the currency in the employees’ salary field. This currency can help the accountant easily know the employee’s salary in dollars. I use the currency field Type, present under the Field and Relationships to fulfill this requirement.

So, as a solution, I discovered the currency field that permits the users to enter the currency as in dollar and any other currency amount, and it automatically formats the field as a currency amount.

It is a custom field that permits us to enter the currency. Let’s go into more detail about creating the currency field type in Salesforce Lightning and Salesforce Classic.

Currency Field Type in Salesforce

The Salesforce currency field type is the field that permits the users to enter the dollar or other currency amount and automatically arrange the field as a currency amount. This currency field can be useful or helpful if we export the data to Excel or another spreadsheet.

For example, there is an IT company that worked for a client, and in this company, many employees worked very hard and achieved their target on time. after working a month, it’s time to pay the salary to all the employees. Now the company head asks the hr department to pay the salary of all the employees on time.

For paying the salary, the head of the HR department can pick up the currency field type in which they can enter the dollar or other currency amount and automatically arrange the field as currency amount. This currency data type is present under the Fields and Relationships. This field type makes the work easier.

Now, let’s move further and see how to create the currency field type in Salesforce Lightning and Salesforce Classic.

How to create the currency field type in Salesforce Lightning

Here we are creating the currency field type in Salesforce Lightning. Here we are taking an example. We are using the account object inside this account object to add the currency as a currency field.

There is an IT company that worked for a client, and in this company, many employees worked very hard and achieved their targets on time. After working for a month, it’s time to pay the salary to all the employees. Now the company head asks the hr department to pay the salary of all the employees in their account on time.

For paying the salary, the head of the HR department can pick up the currency field type in which they can enter the dollar or other currency amount and automatically arrange the field as a currency amount.

If you want to learn how to create the currency field type in salesforce lightning, follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup, and another one is Service Setup. Here we are clicking on the Setup option.

After clicking on the setup option, the setup page is open. Click on the Object Manager at the nav bar near the home tab.

Step-2: The Object Manager page opens after clicking on the Object Manager. Here we can see lots of objects are present. Here we want to select the account object. To select the account object, enter the account object in the search box. The account object comes at the top; click on the account object.

Step-3: The account object page opens after clicking on the account object. Under this, the account object page is a details section with field and relationship options. Click on the fields and relationship option.

Step-4: The field and relationships page opens after clicking the field and relationship option. To create the field type, click the new button at the top of the field and relationship page.

Step-5: After clicking the new button, the data type page opens. There are lots of data types present on the page. Here we select the currency type field at the bottom of the page.

Step-6: The account’s new custom field page opens after clicking the next button. Now enter the details, fill the field label as currency, and then enter the length as 18. After that, fill the field name by simply clicking on the field, and the field name is automatically filled, then fill the description if you want to fill otherwise, leave the field the same.

After that, click on the next button at the top and the bottom of the page.

Step-7:  After entering the details, now established the field-level security. Select the profiles we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button at the top and the bottom of the established field-level security page.

Step-8: Add the custom field to the page layout after establishing the field security security. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

Step-9: After clicking on the save button. The currency date field type is created, go to the app launcher and enter sales in the search box. Select sales, open the sales page, and select the account object in the nav bar.

The account object page is open; here, you can see that on the right side of the page, there is a details section; under this section, we can see that the currency field type is created, and we can enter the currency related to the account column in the currency field.

This way, we understand how to create the currency field type in Salesforce Lightning. Let’s Proceed and learn how to create the currency field type in Salesforce Classic.

Read How to Create External Lookup Relationship Field Type in Salesforce

How to create the currency field type in Salesforce Classic

Here we are creating the currency field type in Salesforce Classic. Here we are taking an example. We are using the orders object inside the order object, to add the Order currency field as a currency field.

If you want to learn how to create the currency field type in Salesforce Classic, follow these steps:

1: First, log in to the Salesforce account, when we log in, the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

2: The setup page is open after clicking on the setup option. Enter the lead in the Quick Find Box. The orders object comes at the top, click on the orders drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.

3: The orders custom field page is open after clicking on the fields option. Scroll to the bottom of the page; there is an order custom field and a relationship section. For creating the new field click on the new button.

4: After clicking the new button, the data type page opens. There are lots of data types present on the page. Here we select the currency type field at the bottom of the page.

The currency field type is defined as the field that permits the users to enter the dollar or other currency amount and automatically arrange the field as a currency amount. This currency field can be useful or helpful if we export the data to Excel or another spreadsheet.

5: The order’s new custom field page opens after clicking the next button. Now enter the details, first fill the field label as order currency and then enter the length as 18 after that fill the field name by simply clicking on the field, and the field name is automatically filled, then fill the description if you want to fill otherwise leave the field the same.

After that, click on the next button presented at the top and the bottom of the page.

6: After entering the details, now established the field-level security. Select the profiles we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button at the top and the bottom of the established field-level security page.

7: Add the custom field to the page layout after establishing the field-level security. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

So, with this, we have learned how to create a currency field type in Salesforce Classic.

Conclusion

The Salesforce currency field type is the field that permits the users to enter the dollar or other currency amount and automatically arrange the field as a currency amount. This currency field can be useful or helpful if we export the data to Excel or another spreadsheet.

I hope you learn how to create a currency field type in Salesforce. Also, I have explained step by step how to create the currency field type in Salesforce Lightning and in Salesforce Classic.

You may like to read:

• How to Create Date Field Type in Salesforce
• How to Create Date Time Field Type in Salesforce