Scenario

GlobaTech, a fast-growing SaaS provider for supply chain automation, operates globally with sales teams and customers across North America, Europe, and APAC. Pricing is maintained in USD, but clients often request quotes in their local currencies (EUR, GBP, AUD, etc.).

Previously, reps manually adjusted currency conversions or referenced internal spreadsheets. This created:

• Inconsistent exchange rates across quotes
• Manual errors in pricing
• Discrepancies between DealHub proposals and Salesforce CRM records

To solve this, GlobaTech leverages Salesforce’s Manage Currencies feature and integrates it directly with DealHub to automate currency conversion in real-time using the exchange rates stored in Salesforce.

Solution Overview

Using DealHub’s external object integration capabilities, GlobaTech implemented a seamless way to:

• Automatically pull the customer’s currency from the Salesforce Opportunity.
• Query Salesforce’s CurrencyType object to fetch the correct exchange rate.
• Apply that exchange rate in DealHub to update pricing dynamically—ensuring currency conversions are accurate and aligned with Salesforce configuration.
   

Solution

1. In Advanced Settings -> Salesforce Settings, add the following field to the mapped fields list:
   1. Opportunity.CurrencyIsoCode
2. In your playbook, add the following 2 questions:
   1. In General Questions rGQ]:
      1. Id: CurrencyISO_SF
      2. Question: dHIDDEN] CurrencyISO_SF
      3. Answer: Salesforce Text List, choose Opportunity.CurrencyIsoCode
      4. Notes: Make this question read only and hidden
   2. In General Questions rGQ]:
      1. Id: CurrencyTypeConversionRate
      2. Question: dHIDDEN] Conversion Rate
      3. Answer: Numeric Answer Min 0, Max null, Default 0, Stepping 0.00001
      4. Notes: Make this question read only and hidden
3. Build the following query in Advanced Settings -> Manage External Objects:

SELECT IsoCode, ConversionRate, IsActive 

FROM CurrencyType

WHERE IsoCode = 'PLAYBOOK(GQ.CurrencyISO_SF)' AND IsActive = true

*NOTE: After copy/pasting the query above into Dealhub, replace the ‘ in the WHERE clause with new quotes from your keyboard. Dealhub needs straight quotes not curly ones like this: ‘

4. Return to your playbook and go to the question group where you created the 2 questions from step 2. Click on Settings, then Integrate External Object. You don’t need to show the external object button but you DO need to run it automatically.

5. Click on Version Settings -> Price Factors -> Currency. Add the currencies that will be in use. Under the exchange rate spot, link the second question created in step 2: tGQ.CurrencyTypeConversionRate]