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GMASJGMASJ 

Formula based on created date display custom quarter

Hi, 

    Based on the lead created date I want to create a formula field as mentioned below. Please suggest me

   Q1: Months 2,3,4
   Q2: Months 5,6,7 
   Q3: Months 8,9,10
   Q4: Months 11,12,1

Thanks
Sudhir
KiranRKiranR
Sudhir,

Try something like this

CASE(
    MONTH( CreatedDate ),
    1, "Q4",
    2, "Q1",
    3, "Q1",
    4, "Q1",
    5, "Q2",
    6, "Q2",
    7, "Q2",
    8, "Q3",
    9, "Q3",
    10, "Q3",
    11, "Q4",
    "Q4"
)

Refer : https://help.salesforce.com/articleView?id=formula_examples_dates.htm&type=0