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Limitations of Custom Fiscal Year Support in CRM Analytics

게시 일자: Dec 1, 2025
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The new Custom Fiscal Year Support feature in CRM Analytics introduced in Winter '21 allows datasets to inherit custom fiscal years defined in Salesforce Setup. This capability has some limitations.
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Limitations

  • Custom Quarter Names are not supported - In the "Advanced Customization" section of the Fiscal Year setup, ensure that "Choose Quarter Name Scheme" is set to "Numbered By Year". Choose a Prefix from those available. See Customize the Fiscal Year Labels for more details.
  • Custom Period Names are not supported - In the "Advanced Customization" section of the Fiscal Year setup, ensure that "Choose Period Name Scheme" is set to "Numbered By Year" or "Numbered by Quarter". Choose a Prefix from those available. See Customize the Fiscal Year Labels for more details.
  • "fiscalMonthOffset" and "isYearEndFiscalYear" metadata overrides are ignored - When this feature is enabled, metadata overrides related to fiscal date handling in dataflows are no longer applied to ingested data.
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Salesforce Help | Article