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KasiW Updating forecast category based on % of probability.
Hi. I am trying to update the Forecast Category that is standard in SFDC when the % changes on my Oppty. I am not able to reach the field with standard workflow so a field update will not work. Yet I cannot find resoleved question on this topic on the community forum. Any help would be much appriciated.
When the sales person changes probabaility % on the opportunity, the forecast category automatically updates:
Probability Forecast Category
10 Upside
20 Upside
30 Upside
40 Upside
50 Probable
60 Probable
70 Probable
80 Commit
90 Commit
100 Won
0 Omitted
thank you
When the sales person changes probabaility % on the opportunity, the forecast category automatically updates:
Probability Forecast Category
10 Upside
20 Upside
30 Upside
40 Upside
50 Probable
60 Probable
70 Probable
80 Commit
90 Commit
100 Won
0 Omitted
thank you