Changing the Fiscal Year in Salesforce

In this guide, you will learn how to change the fiscal year settings in Salesforce. This involves updating the starting month to align with regional requirements, such as setting it to April for organizations based in India. Follow the steps below to complete this process.

Step 1

Welcome to the Forest School team. Today, we will explore how to change the fiscal year within the Salesforce platform.

Step 2

Begin by clicking on the Settings button. Then, select the Fiscal Year option.

Step 3

A pop-up window will appear. Since we are configuring this for India, change the starting month to April. Ensure that this is set as the starting month.

Step 4

Acknowledge the changes and click on Save to confirm.

Step 5

The fiscal year will now commence from April. Thank you for joining.