How to create a calendar in Salesforce?
3: A dialog box appears, choose the Salesforce standard or Custom object. 4: Now fill up the details which include the Calendar name, start, and duration of Calendar items. The select the field (s) that you want to display on your Calendar. Click the Save button to create a Calendar.
What are Salesforce calendars in Lightning?
Salesforce Calendars in lightning are a great way to keep track of all the events and activities which manage users in a loop. Sharing a calendar gives coworkers access to modify events or add new events, according to their requirements.
What are standard finance periods in Salesforce?
Standard finance periods must begin on the first of a month and end on the last day of the same month. When you create a finance book, Salesforce Billing lets you automate the creation of monthly finance periods for each month within the finance book’s date range. You can also create finance periods for custom date ranges.
When does Salesforce billing assign a transaction to a period?
When a finance period meets all these requirements, Salesforce Billing assigns the transaction to the period. If multiple periods have the same matching values, Salesforce Billing assigns the transaction to the first period that the search process returns.
How do I change the fiscal period in Salesforce?
Edit a Custom Fiscal YearFrom Setup, click Company Profile | Fiscal Year.Click a defined fiscal year name to review the details. ... 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.More items...
What is fiscal period in Salesforce?
Salesforce can accommodate an organization's unique fiscal year start month. Fiscal year is used to determine months included in quarterly and annual forecasts and reports. Resolution. The System Administrator can set or change the existing fiscal year start month by clicking on: 1) Classic UI.
How do I turn off custom fiscal year in Salesforce?
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. Fiscal year definitions are not automatically created.
How does Salesforce calculate fiscal period?
2.1) Standard Fiscal Year - Follows the Gregorian calendar year, but starts on the first day of any month you choose. 2.2) Custom Fiscal Year - Follows a custom structure you define. For example, you could have 4 quarters with 13 weeks per quarter in a 4-4-5 pattern or 13 periods per year.
How do I change my fiscal year?
To request permission from the IRS for a change (including changes which are automatically approved), the company must file Form 1128 (Application for Change in Accounting Period) no later than the due date for the federal tax return for the short tax year, but no earlier than the last day of your short year (So a ...
Can custom fiscal year be disabled?
Warning Custom fiscal years cannot be disabled once enabled. Enabling custom fiscal years has impacts on your reports, forecasts, quotas, and other date-sensitive material. Do not enable custom fiscal years unless you understand and are prepared for all the implications.
How do I set business hours in Salesforce?
To set business hours:From Setup, enter Business Hours in the Quick Find box, then select Business Hours.Click New Business Hours.Type a name for the business hours. ... Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.More items...
What is FY in finance?
What Is a Fiscal Year (FY)? A fiscal year is a one-year period that companies and governments use for financial reporting and budgeting. A fiscal year is most commonly used for accounting purposes to prepare financial statements. Although a fiscal year can start on Jan. 1 and end on Dec.
How many calendar items can you view in Salesforce?
There is a limit of 150 calendar items the user can view in a day or week on a calendar created by the user. It would be great to have the ability to create custom calendar list views. Users cannot share the calendar that they have created from Salesforce objects. In lightning UI, you cannot view the public calendars and resource calendars.
How to share a calendar in Lightning?
The steps required to share the calendar are: Click on Calendar. Click on My Events option and then click on Share Calendar.
Can you see business hours in Salesforce?
The business hours lookup is not visible while in Salesforce Lightning. One can only view custom records objects records owned by oneself i.e. the user who creates a calendar view from an object can only see the calendar.
Can you create a custom calendar in Salesforce?
You can create customizable calendars from any standard or custom object in Salesforce. Basically, you need to choose the data fields that represent the data you want to track and the calendar displays the data in those fields as Calendar items. Salesforce Calendar also provides a hide-and-show Calendar feature.
