How can system admin update the Forecast category for Opportunity owned by other users?
|Knowledge Article Number||000221656|
|Description||Certain organizations might need a functionality where a system admin can update the forecast category owned by another users. This field can only be edited by the Opportunity owner. Even a system admin cannot edit this field.
However, there is a work around you can use to fulfill your requirement.
|Resolution||Below mentioned are the steps which can be followed by the system admin to update the forecast category for Opportunity owned by other users:
Step 1: Create a Custom Fields on Opportunity (E.g Forecast update)
Set up >> Create >>Process Builder >>New.
Step 3: Choose Object and Specify When to start the Process
Step 6 : Repeat the Step 4 and Step 5 for other pick list values like pipeline, best case etc.
Step 7: Activate the Process
If you would like other users to be able to change the Forecast Category, you need to give them access to this custom field as well. You may create a permission set, in which you may give Read/Write access to this field. Assign this permission set to users you want to be able to change the forecast category.