How to get current fiscal year in salesforce


One option is to use the FiscalYearSettings object. The below query will give you the year record with the StartDate as the start of the fiscal year and EndDate as end of fiscal year. SELECT EndDate, IsStandardYear, Name, PeriodId, StartDate FROM FiscalYearSettings WHERE EndDate >= TODAY AND StartDate <= TODAY

From Setup, enter Fiscal Year in the Quick Find box, then select Fiscal Year. Select Standard Fiscal Year or Custom Fiscal Year . To create a standard fiscal year, choose the start month. Then specify whether the fiscal year name is based on the year in which it begins or ends.


How to define your fiscal year in Salesforce?

These steps are used to set up both standard and custom fiscal years in Salesforce:

  • Create a backup of all current data. Export it as a CSV file for reference use. …
  • Navigate to Setup.
  • Type Fiscal Year in the Quick Find Box, and click on Fiscal Year.
  • Two options are available; select from Standard Fiscal Year or Custom Fiscal Year.

What is Salesforce annual revenue?

  • Salesforce, Inc revenue for the quarter ending October 31, 2021 was $6.863B, a 26.65% increase year-over-year.
  • Salesforce, Inc revenue for the twelve months ending October 31, 2021 was $24.983B, a 23.15% increase year-over-year.
  • Salesforce, Inc annual revenue for 2021 was $21.252B, a 24.3% increase from 2020.

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What is Salesforce, what does Salesforce do?

Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.

How to display fiscal year?

@schiavone24 – You will need a date table, with the following columns:

  1. FY – Define the fiscal year for each date.
  2. Month / Year column, such as July 2019.
  3. Month Key – This can be an integer in format YYYYMM, and this can be used as the Sort Column for the Month/ Year column column.

How do I get the current financial year in Salesforce?

Integer CurrentYear = datetime. now(). year(); with the above code I will get current year.

How do I find my current fiscal year?

A company’s fiscal year always aligns with the end date of a given 12-month period. For example, a fiscal year from May 1 2020 to April 30 2021 would be FY 2021. Fiscal years also always end on the last day of the month, unless it is December (in which case it would simply be a calendar year).

What is the standard fiscal year in Salesforce?

2.1) Standard Fiscal Year – Follows the Gregorian calendar year, but starts on the first day of any month you choose. 2.2) Custom Fiscal Year – Follows a custom structure you define. For example, you could have 4 quarters with 13 weeks per quarter in a 4-4-5 pattern or 13 periods per year.

How can I change the fiscal year in Salesforce?

For Custom Fiscal Year:Select Custom Fiscal Year.Choose the Enable Fiscal Years option, then hit OK.Go back to Setup, click on Company Profile, and choose Fiscal Year.Hit New to open the Custom Fiscal Year dialog box.Choose from the available templates depending on the company’s fiscal year needs.More items…•

What is the fiscal year 2021?

Fiscal year 2021 means the 52 weeks ended January 29, 2022. Fiscal year 2021 or “FY 2021” means the fiscal year ending June 30, 2021. Fiscal year 2021 means the period beginning on January 1, 2021 and ending on December 31, 2021.

Is fiscal year and financial year same?

In India, this 1 year period starts from 1st April and ends on 31st March. This period in which the income is earned is known as the Financial Year or Fiscal Year. The income tax returns are filed and taxes for a company are usually paid in the next year after the end of the Financial Year.

What means fiscal year?

A fiscal year is a one-year period that companies and governments use for financial reporting and budgeting. A fiscal year is most commonly used for accounting purposes to prepare financial statements. Although a fiscal year can start on Jan. 1 and end on Dec. 31, not all fiscal years correspond with the calendar year.

How do I delete a custom fiscal year in Salesforce?

To remove a fiscal period:From Setup, click Company Profile | Fiscal Year.Click Edit for the fiscal year you want to edit.If it is not already expanded, expand the Advanced Customization section.Select the checkbox for the period you want to delete.Click Delete.

What is Salesforce forecasting?

Collaborative Forecasting in Salesforce is a specific functionality that allows users to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your sales organization.

How do I set business hours in Salesforce?

To set business hours:From Setup, enter Business Hours in the Quick Find box, then select Business Hours.Click New Business Hours.Type a name for the business hours. … Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.More items…

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