In this lesson, I show you where to set an organization’s fiscal year setting. By default, an org’s fiscal year is set to the default fiscal start of January. We walk through the process of how to set a Fiscal Year to a Custom one, but we don’t save our changes.
I also discuss some of the warnings and impacts that adjusting a Fiscal Year in Salesforce will have on your org and especially on your Forecasting.
Resource:
Define Your Fiscal Year - https://help.salesforce.com/articleView?err=1&id=admin_about_cfy.htm&type=5
In this lesson, we change the default Business Hours for our Salesforce Org from being open every day and 24 hours a day to instead be open Monday through Friday from 8 AM to 5 PM in our local time zone.
We also create a new Holiday in our orgs and set the Holiday to a recurring one.
In this lesson, we enable multiple currencies in our org.
WARNING:
Do not enable multiple currencies in a workplace Salesforce org. Only follow along and enable Multiple Currencies if you are in a free Salesforce account that is intended for training purposes. I repeat, do not enable multiple c...
In this lesson, I enable Advanced Currency Management, which allows you to manage dated exchange rates. Dated exchange rates enable you to map a currency conversion rate to a specific date range.
Resource:
About Advanced Currency Management - https://help.salesforce.com/articleView?err=1&id=admi...
1 Comment