Questions tagged [custom-fiscal-year]

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Way to generate contract numbers while creation according to a particular format

Is there a way to generate a contract number while creating a contract such that If the Contract created on "july 3rd 2022" then Starting number will be 2300010 If the Contract created on &...
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2 votes
1 answer
136 views

Is there any way to disable custom fiscal years and revert to standard fiscal years

In my Developer Edition,By mistake i have enabled custom fiscal years, Is there any way to disable custom fiscal years and revert to standard fiscal years?
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2 votes
1 answer
742 views

Changing first day of week through Custom Fiscal Years

I've enabled Custom Fiscal Year in a Sandbox, in an attempt to set the first day of week as Saturday (requirement from client). The structure I've chosen is 12 month / year Gregorian. When I preview ...
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3 votes
1 answer
528 views

Can I create a 13-month Fiscal Year

Our company is moving from a Calendar Year to a new FY starting Feb. 1 ending Jan 31. The issue is that for this new year it will cover 13 months (Jan 2018 - Jan 2019) - I can't see a way to account ...
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How to query for FiscalSettings.Name and have returned value be the year not the FiscalSettingsId

My org has custom fiscal settings. I want to get back the start date, end date and year from the Period object. Here is my query currently: List<Period> fiscalCalendar = [SELECT Type,...
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2 answers
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Can I use a formula to find total opportunity value of years past in a workflow?

I want to build a workflow around the following: (Total $ value of opportunities in the current fiscal year > $1000 OR Total $ value of opportunities in the past fiscal year > $1000 OR Total $ value ...
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1 vote
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397 views

salesforce : find fiscal quarter current month in apex class

Please help me to find out the first date of "this fiscal quarter" current month. I'm able to find the start date of fiscal quarter from below query but my requirement is to find the current month ...
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2 votes
1 answer
181 views

How Do I Set Up Fiscal Trimesters, Anyway?

I had some fun over the weekend trying to answer this question: How do SOQL date literals behave with fiscal years that differ from one year to the next. However, I was kind of shocked by how ...
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  • 143k
1 vote
1 answer
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Need to access the Period for a custom fiscal year, when PeriodLabel is null when SOQLing on the Period object

We have a Salesforce org where they are using a custom fiscal year. The following results in a correct week number, but a null PeriodLabel: select Id, Number, PeriodLabel from Period When going ...
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  • 889
11 votes
1 answer
2k views

How do SOQL date literals behave with fiscal years that differ from one year to the next

Let's say that in 2013 and 2014 a business used trimesters, and then in 2015 it switched to quarters. How will queries that use the LAST N FISCAL QUARTERS literal work? SELECT Id FROM Account WHERE ...
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2 votes
0 answers
767 views

Getting Custom Fiscal Month and Year from Calendar Date

We have set up a custom fiscal calendar in Salesforce using the standard Fiscal Year functionality located within Company Profile. Within an Opportunity, I want to convert the close date (which is a ...
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4 votes
1 answer
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Standard Fiscal Year settings - will this change the behaviour of managed apps?

A customer that runs our managed app changed from default Gregorian years to Standard Fiscal year starting in March. Will this affect any of our managed components and how? Do formula fields or ...
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How do I discover the Quarter in a fiscal year

Can any one help me out.How can i get the Quarters in a Fiscal Year. Im looking Something in this way : 1) Quarter 1 = JAN+FEB+MAR; Quarter 2 = APR+MAY+JUN; Quarter 3 = JUl+AUG+SEP; Quarter 4 = ...
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  • 1,325
2 votes
2 answers
730 views

Salesforce setting fiscal year

I am trying to restructure our fiscal year to 4-4-5 to be in-line with our accounting month end dates. Our weeks begin on Saturday and the first month of 2014 will run from Dec 28 (2013) thru Jan 24, ...
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  • 21
4 votes
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197 views

What is the best definitive way in apex to determine if an organization has enabled Custom Fiscal Years

Once Custom Fiscal Years have been enabled, it's an irreversible decision. I had thought that the existence of any records in the FiscalYearSettings table indicated that Custom Fiscal Years had been ...
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