Fiscal Year

The FiscalYear template allows the configuration of fiscal year settings in Salesforce using AutoRABIT.

Steps to Create the Fiscal Year Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

5. Provide a template name and a short description.

6. Select the FiscalYear checkbox under Fiscal Year.

7. Click Add.

8. On the next screen:

   • A Test Case Name will appear automatically.

   • Click Add to input custom test data.

   • Enter the following details:

     • Standard Fiscal Year: Enable this checkbox to use the standard fiscal year.

     • Fiscal Year Start Month Type: Specify the starting month of the fiscal year.

     • Based on Ending Month: Check this box if applicable.

     • Based on Starting Month: Check this box if applicable.

   • Click Save to finalize the test data entry.

9. Click Save again to save the template.

10. After saving, you'll be redirected to the Environment Provisioning History screen.

11. Click Run to execute the template on your destination org.

12. Select your destination org and enter the email address(es) to receive notification upon execution.

13. Under Post Deployment Steps, select the test cases you recently created.

14. Refer to the View History page for a comprehensive summary of the execution.