Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Set Up and Maintain Your Salesforce Organization
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Customize the Fiscal Year Structure

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Your Salesforce Organization

            Customize the Fiscal Year Structure

            If your custom fiscal year needs a different structure than one available from the templates, modify the details of your custom fiscal year definition.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: All Editions except for Database.com.
            User Permissions Needed
            To define or edit fiscal years: Customize Application
            Warning
            Warning Changing the length of a fiscal year has an impact on forecasting and reporting. For detailed information on the impact, see Define Your Fiscal Year.

            If you want to return to a fiscal year template, select a template from the Reset Fiscal Year Structure drop-down list. However, resetting the fiscal year structure to a template removes all the customizations you made to the fiscal year.

            You can easily add or remove fiscal periods (such as quarters, periods, or weeks) from the fiscal year structure.

            1. From Setup, click Company Profile | Fiscal Year.
            2. Click Edit for the fiscal year you want to edit.
            3. If it is not already expanded, expand the Advanced Customization section.
            4. At this point you can add and remove fiscal periods, and change the length of fiscal periods.
              • To add a new fiscal period, select the checkbox for the period before the new period, then click Insert.

                For example, to add a quarter, and you want it to be the second quarter, select the checkbox for the first quarter. The maximum number of fiscal periods is 250.

              • To remove a fiscal period, select the checkbox for the period you want to delete, then click Delete.

                You must have at least one quarter, one period, and one week. If you delete a fiscal period or quarter, you delete forecast adjustments and quotas for that period or quarter.

              • To change the length of a fiscal period, choose the length from the Duration drop-down list for the fiscal week.

                To change the duration of a fiscal period or quarter, insert or delete weeks, or change the length of weeks that compose the period or quarter.

            5. After you have customized your fiscal year, preview the fiscal year definition.
            6. Save your work.
             
            Loading
            Salesforce Help | Article