Calendar configuration setup

To create a calendar configuration record, follow the steps:

Prerequisites

Before you proceed to define a calendar configuration, ensure that the following prerequisites are met:

• Calendar configuration tab is added to the org

  If the calendar configuration tab is not available, perform the below steps:

  1. Go to (Setup) >  Setup > Quick Find box, search for Tabs and select it.

  2. Select New and specify the following details:

     • Object: Calendar Configuration

     • Tab Style: Choose any

  3. Select Next, Next, and Save.

• Start of Year field is added in the page layout

  If this field is not available in the UI, navigate to Object Manager > Calendar Configuration (genesis__Calendar_Configuration__c) object > Page Layout > Calendar configuration Layout > and drag and drop the Start of Year field in the Calendar Configuration Detail section and select Save.

Steps

To define a covenant:

1. Log in to your Salesforce account.

2. Go to  (App Launcher) > Sales > Calendar Configuration.

3. On the Calendar Configuration page, select New.

   

4. On the New Calendar Configuration page, provide the details as described in the following table, and then select Save.

   Field Name	Action and Information
   Start of Year	This new field represents the start date of the calendar year.