Help with Fiscal Year Formula..

Question

IF( CloseDate >= Date(2015, 07, 01) && IsClosed == TRUE , Amount , NULL) I would like to update this so that there is no need for me to update this formula yearly... can anyone help?

Anjith Kumar Neerugatti · Accepted Answer

You should use Year(),Month() methods as follows

IF( CloseDate >= Date(YEAR(TODAY()), 07, 01) && IsClosed == TRUE , Amount , NULL)

It will take current year.

For more help please look into trailhead trail https://developer.salesforce.com/trailhead/force_com_admin_advanced/advanced_formulas/date_formulas

Hope it helps

salesforce trining · Answer

Hi check this once also.... IF(TODAY() < DATE(2015,4,1), DATE(2014,4,1), IF(TODAY() < DATE(2016,4,1), DATE(2015,4,1), IF(TODAY() < DATE(2017,4,1), DATE(2016,4,1), ... ) ) )

Help with Fiscal Year Formula..

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