--- schema_version: "1" id: b6fe7fdefa63750f7f09122e6fa37f254de56a147eedd769044e11c71326f980 title: Define or Modify a Custom Fiscal Year collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_define_cfy.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_define_cfy.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c3abc9bff75a54e1cc7e67e58dd022dbb04e5f58c6fbe9720236c6de39c0d681 description: Set up your company’s custom fiscal years to fit your company’s calendar. If you define a custom fiscal year and want to change it, edit the existing fiscal year definition. products: - Salesforce Platform - Cross Cloud release: "264" --- # Define or Modify a Custom Fiscal Year Set up your company’s custom fiscal years to fit your company’s calendar. If you define a custom fiscal year and want to change it, edit the existing fiscal year definition. ### Required Editions
User Permissions Needed
To change your fiscal year: Customize Application
Before defining a custom fiscal year, enable custom fiscal years. Before defining or editing any custom fiscal years, be aware of its impact on forecasting, reports, and other objects by reviewing [Define Your Fiscal Year](https://help.salesforce.com/s/articleView?id=xcloud.admin_about_cfy.htm&release=264.0.0&type=5 "Specify a fiscal year that fits your business needs."). If your company uses forecasting, creating the first custom fiscal year deletes any quotas and adjustments in the corresponding and subsequent standard fiscal years. Custom fiscal years cannot be deleted. 1. To define a new custom fiscal year, navigate to Setup, click **Company Profile** | **Fiscal Year** 2. Click **New**. The Custom Fiscal Year template dialog opens. 3. Choose a template and click **Continue** to close the Custom Fiscal Year template dialog. For more information on the templates, see [Choose a Custom Fiscal Year Template](https://help.salesforce.com/s/articleView?id=xcloud.admin_cfy_template.htm&release=264.0.0&type=5 "When defining a new custom fiscal year, your first step is to choose a custom fiscal year template."). 4. Set the fiscal year start date, the fiscal year name, and choose the week start day. You can also add a description for the fiscal year. For the first custom fiscal year, the Fiscal Year Start Date and the Week Start Date are automatically set to today's date and day of week. If you already defined a custom fiscal year, the start dates are set to the day after the last end date of your custom fiscal years. To change other than the start date, year name, or week start day, see [Customize the Fiscal Year Structure](https://help.salesforce.com/s/articleView?id=xcloud.admin_cfy_customize.htm&release=264.0.0&type=5 "If your custom fiscal year needs a different structure than one available from the templates, modify the details of your custom fiscal year definition."). 5. To review the fiscal year definition, click **Preview**. 6. If it is correct, close the preview and click **Save** to save your fiscal year, or **Save & New** to save your fiscal year and define another fiscal year. If you want to make changes to a previously defined custom fiscal year, click **Edit** for the fiscal year you want to edit. Change the Fiscal Year Start Date, the Fiscal Year Name, Description, or Week Start Day. Click **Preview** to review the fiscal year definition, then click **Save**. Sometimes changing the Fiscal Year Start Date causes this fiscal year to overlap with the previous fiscal year or create a gap between the fiscal years. In this case, the end date of the previous fiscal year is changed to the day before the start of this fiscal year. If changing the end date causes this fiscal year to overlap the next fiscal year, or create a gap between the fiscal years, the start date of the next fiscal year changes to the day after the end of this fiscal year. You can’t change the start or end date of a fiscal year if that causes it to overlap with a fiscal year that is defined using a Gregorian year template. To make more detailed edits, see [Customize the Fiscal Year Structure](https://help.salesforce.com/s/articleView?id=xcloud.admin_cfy_customize.htm&release=264.0.0&type=5 "If your custom fiscal year needs a different structure than one available from the templates, modify the details of your custom fiscal year definition."). The default label values for the fiscal year periods determine the fiscal year period labels for forecasting and reporting, unless you specify them. To change them, see [Customize the Fiscal Year Labels](https://help.salesforce.com/s/articleView?id=xcloud.admin_cfy_label_customize.htm&release=264.0.0&type=5 "Customize the labels of your fiscal years in two ways: Naming schemes and prefix choices or fiscal year picklist customization."). ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_warning.png) Warning If you change the start or end date of any quarter, period, or week, you lose all forecast data that are within that date range, including quotas, forecast history, and forecast adjustments. It also includes all forecasts for date ranges automatically adjusted as a result of that change and end or start date changes resulting from inserting or deleting periods.