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SFDC0539SFDC0539 

Fiscal year in formula fields

Hi,

 

I have a requirement where we set a custom Fiscal Year in the Fiscal year settings and I need to access this in the formula fields but I'm unable to do that. Can you please suggest any work around for this. 

 

Thank You

Ispita_NavatarIspita_Navatar

Hi,

 

You can set Fiscal year in the Org to follow the step which is mentioned below.

 

Your Name -> Setup -> Company Profile -> Fiscal Year

 

And You can invoke SOQL query language to get FiscalYearStartMonth by using below code snippet.

 

Select FiscalYearStartMonth From Organization


you can use SOQL query instead of formula field

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.

SFDC0539SFDC0539

Hi,

 

The custom fiscal year settings have been done already in the org. I should have been more clear about my requirement.

 

I need to check if a date field in an object falls in the current fiscal month and fiscal week.

 

I'm unable to use the Fiscal_month() as this does not work when custom fiscal year settings are set.

Please advise on how do i go about this.

 

Thank you