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Limitations of Custom Fiscal Year Support in CRM Analytics

Publiceringsdatum: Dec 1, 2025
Beskrivning
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.
Lösning

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.
Knowledge-artikelnummer

000388864

 
Laddar
Salesforce Help | Article