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Add Values to Forecast Category

Opportunities & Quotes

We'd like to be able to add/change values to the Forecast Category in the Opportunity field. The curent values (Omitted, Pipleine, Best Case, Commit, Closed) are not sufficient for our needs.

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Latest Comment from Salesforce

  • Mike Wey - 5 months ago

    You prioritized it and now we’re building it! Thank you, Trailblazers, for helping us shape our product roadmap. Inspired by this idea, we’re working on the following feature:

    Additional Opportunity Forecast category
    We will be releasing on the Opportunity object a new forecast category "most likely", and allow editing of Forecast Category labels. This Forecast Category would be included in Forecasting rollups.
    Estimated GA Release: Summer '22 (communicated but we will try for Spring '22). 
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