Creating or Importing Time Periods

Note: Set up all the time periods that you require in advance including time periods well into the future.

To import time periods:

1. Define the exact time periods you want to work with in a CSV Comma Separated Values file.

   

   In this example several time periods of the type Week are created.

2. Import the CSV file using the Salesforce Data Loader Tool.

Note:

Note

Once your created time periods are in use, they do not change.

For more information about importing data using the Salesforce Data Loader Tool, see the Salesforce documentation.

To create a single time period:

1. Click the Time Periods tab.
2. Click New.
3. Complete the fields described in Time Period Fields.
4. Click Save.