Define Custom Fiscal Years for Advanced Account Forecasting

If your fiscal year follows a different structure from the Gregorian calendar, you can define a custom fiscal year. You can calculate, roll over, and show forecasts based on custom fiscal years. You must define a custom fiscal year if you want to use the weekly forecast frequency.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To change fiscal year	Customize Application

Warning After you enable custom fiscal years, you can’t disable the feature. However, to revert to standard fiscal years, you can define custom fiscal years that follow the same Gregorian calendar structure as the Salesforce standard fiscal years.

Warning If you have an existing implementation of Account Forecasting or Advanced Account Forecasting, after you enable custom fiscal years, sometimes all your forecasts data gets corrupted. To fix this issue, run the Recalculate All option for Account Forecasting or the Regenerate Account Forecast data processing engine definition for Advanced Account Forecasting.

From Setup, in the Quick Find box, enter Fiscal Year, and then select Fiscal Year.
To create a custom fiscal year, select Custom Fiscal Years.
Select Yes to acknowledge the implications.
Click Enable Custom Fiscal Years, and define your fiscal year.
See Define a Custom Fiscal Year.
Save your work.