The finance team at Helios Solar Systems requests to transition Salesforce from a Standard Fiscal Year to a 4-4-5 Custom Fiscal Year structure to match their corporate financial accounting cycles. Which two key implications must the Salesforce Administrator highlight to executive leadership before enabling this feature? (Choose 2 answers)
- Enabling a custom fiscal year is an irreversible process and cannot be disabled once saved.Cevap
- Existing opportunity quotas, forecasting, and reporting period definitions will be impacted and must be aligned with the custom periods.Cevap
- CThe custom fiscal year setting can be toggled off at any time to return to standard fiscal year configuration.
- DAll active user accounts must be frozen or deactivated before saving the new fiscal year start dates.
Cevap
The administrator must explain that enabling a custom fiscal year is an irreversible action that cannot be disabled once saved, and that defining custom fiscal periods directly impacts forecasting, reports, and opportunity quotas.
Enabling a Custom Fiscal Year is a permanent, irreversible setting in Salesforce. Additionally, because standard reporting and forecasting rely on predefined calendar periods, switching to custom fiscal years impacts existing forecasting structures, quotas, and period-based reporting filters.
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Irreversibility and operational impact of Custom Fiscal Years in Salesforce