How to Change the Fiscal Year on Salesforce

Purpose

This guide is intended for Salesforce users who need to modify the fiscal year settings within their organization's platform. By following this document, users will successfully set the fiscal year to start in January, aligning with US-based operations.

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Terminology

• Salesforce Platform: A cloud-based customer relationship management (CRM) platform.
• Fiscal Year: A one-year period that companies and governments use for financial reporting and budgeting.
• Pop-up Window: A small window that appears on the screen to provide information or options.

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Prerequisites

• Access to Salesforce with administrative rights.
• The ability to navigate to the settings menu within Salesforce.

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Steps

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Begin by accessing the settings within your Salesforce platform. Once there, navigate to and select "Fiscal Year."
A pop-up window will appear. For users based in the United States, change the starting month to January.
Ensure that the selected starting month is correct. Then, click "Acknowledge" followed by "Save."
The fiscal year's starting month is now updated to begin in January.

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Completion

Congratulations, you have successfully changed the fiscal year starting month to January in your Salesforce platform. You can now verify this setting in the fiscal year settings under the Salesforce setup menu.