Hi, our company wants to rename the default forecast category "Best Case" to "Final Negotiations" and and have that name update accordingly in the Pipeline Inspection view. However, it doesn't seem to update in that view. I thought this change might be possible, as as you can see in the first screenshot, Salesforce does allow you to change the "Value" and "API Name" for these categories. But it doesn't let you change the "Status Category," which I presume is what's causing it to not update in the Pipeline Inspection view. I would have expected it to read "Final Negotiation Forecast" now that I've updated the name. Has anyone else tried to do this and know if there is a final step I am missing?
#Forecasting
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Do you know if the Field Label of Forecast Categories can be changed if an org is using Single category rollups? My company doesn't use Forecasts in the traditional sense, but the sales team does use the Forecast Category field on Opportunities. I am being asked to change the value of "Pipeline" to "Low Confidence". But when I attempt to change it on the Opportunity object, I get an error saying:
"Cannot change the status category. This picklist must have at least one value for status category "Pipeline"."
The research I've done so far seems inconclusive as how to best address this. Any thoughts you could provide would be appreciated.