Set Custom Fiscal Years #inSalesforce

Set Custom Fiscal Years

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.

You can define custom fiscal years that match your company's financial planning requirements. Salesforce provides flexible templates that you can customize to meet your needs, such as a template for a fiscal year that has four equal quarters, each with a 4-4-5 structure (two 4-week months and a 5-week month).

Steps:

Back up your current data and export it into a set of comma-separated values (CSV) files

Setup | select Fiscal Year | Select Standard Fiscal Year or Custom Fiscal Year | Save

https://help.salesforce.com/s/articleView?id=sf.setting_the_fiscal_year.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.admin_about_cfy.htm&type=5