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Set Up and Maintain Your Salesforce Organization
Set the Fiscal Year

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Set the Fiscal Year

If your company follows the Gregorian calendar year but you want to change the fiscal year start month, use standard fiscal years. If your company does not observe a standard fiscal year, you can enable custom fiscal years, which define a more complex fiscal year structure.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions except for Database.com.
User Permissions Needed
To change fiscal year: Customize Application
Warning
Warning If you change your fiscal year start month, quota and adjustment information is purged.

For specific information on both types of fiscal years, see Define Your Fiscal Year.

  1. Back up your current data and export it into a set of comma-separated values (CSV) files. Run a data backup export because changing the fiscal year causes fiscal periods to shift. This change affects opportunities and forecasts organization-wide.
  2. From Setup, enter Fiscal Year in the Quick Find box, then select Fiscal Year.
  3. Select Standard Fiscal Year or Custom Fiscal Year.
    • To create a standard fiscal year, choose the start month. Then specify whether the fiscal year name is based on the year in which it begins or ends.
    • To create a custom fiscal year, click Enable Custom Fiscal Years, click OK, and define your fiscal year.

      Custom fiscal years cannot be disabled once enabled. Enabling custom fiscal years has impacts on your reports, forecasts, quotas, and other date-sensitive material. Do not enable custom fiscal years unless you understand and are prepared for all the implications.

  4. Click Save.
 
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