Set the Fiscal Year


  1. Back up your current data and export it into a set of comma-separated values (CSV) files.Tip 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 fiscalyear name is based on the year in which it begins or ends.If you want to apply the new fiscal year settings to your existing forecasts and quotas, select Apply to All Forecasts and Quotas. Whether this option is available depends on your forecast settings.To create a custom fiscal year, click Enable Custom Fiscal Years,click OK, and define your fiscal year. See Define a Custom Fiscal Year.Warning 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. For detailed information on the impact, see Define Your Fiscal Year.
  4. To create a standard fiscal year, choose the start month. Then specify whether the fiscalyear name is based on the year in which it begins or ends.If you want to apply the new fiscal year settings to your existing forecasts and quotas, select Apply to All Forecasts and Quotas. Whether this option is available depends on your forecast settings.
  5. To create a custom fiscal year, click Enable Custom Fiscal Years,click OK, and define your fiscal year. See Define a Custom Fiscal Year.Warning 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. For detailed information on the impact, see Define Your Fiscal Year.
  6. Click Save.

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