Changing the Fiscal Year in Salesforce

This document provides a clear and concise process for altering the fiscal year settings in the Salesforce platform. The procedure involves navigating to the appropriate settings, modifying the fiscal year to align with your company's starting month, and saving the changes to take effect.

Step 1

Begin by accessing the Salesforce platform. Navigate to the 'Settings' menu. Locate the 'Fiscal Year' option within the settings. Proceed to alter the starting month to correspond with your company's fiscal year. Confirm the changes by acknowledging them, and then finalize the process by selecting 'Save'.