Formula Field to display the Quarter value based on the Created Date #inSalesforce

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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