Formula Field to display the Quarter value based on the Created Date #inSalesforce
Suppose:
April to Jun – Quarter 1
July to Sep – Quarter 2
Oct to Dec – Quarter 3
Jan to Mar – Quarter 4
Create a formula field returning number:
CASE( MONTH(DATEVALUE( CreatedDate ) ) ,
4, 1,
5, 1,
6, 1,
7, 2,
8, 2,
9, 2,
10,3,
11,3,
12,3,
1,4,
2,4,
3,4,
0)
Visual: https://www.youtube.com/watch?v=hQkG0AN5M-0
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