Update Salesforce Sales Forecast Category for Opportunity Owned by Another User

Solution Overview:

• Above resolution was setup for a system administrator only, to change who has the ability to change the Forecast category, all depends on Step 1, Point 2: Make the custom field visible only to system administrator.
• 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.

Configuration Steps:

System Administrator steps to update the forecast category for an Opportunity owned by other Users.

Step 1: Create a Custom Field on Opportunity (for example, Forecast update) 

1. Click on Set up | Customize | Opportunity | Fields | New, then select data type Picklist, the value in the field should be similar to the forecast category.
2. Make the field visible only to system administrators.
3. Click Save.

Step 2: Create a Flow

• Setup | Flows | New Flow | Record-Triggered Flow

Step 3: Select Object and Specify When to run the Flow 

1. Select Object, select the Opportunity from the list.
2. Under 'Configure Trigger', select A record is created or updated.
3. Under 'Optimize the Flow For:', select Fast Field Updates.

Step 4: Define Criteria

1. Under 'Run Immediately', Add Element, Select Decision from the Actions drop down.
2. Define element label.
3. Under 'OUTCOME DETAILS', Define Label
4. Select 'Condition Requirements to Execute Outcome' as All Conditions Are Met(OR).
5. Select the Resource --> select Triggering Opportunity and then select the Field(Name of the field you have newly created example: "Forecast update") >> operator Equals >> value Omitted. 
6. Click on + Add Condition and repeat for other picklist values like pipeline, best case etc.

Step 5: Define Actions  

1. Under the outcome created in step 4, Add Element, Select Assignment from the Actions drop down.
2. Provide Label, under Set Variable Values: Variable {!$Record.ForecastCategory} >> Operator Equals >> Value select $Record and then select the Field(Name of the field you have newly created example: "Forecast update").

Step 6: Save the Flow

1. Define Flow Label
2. Click on Save.

Step 7: Activate the Flow

• Click Activate at the top right-hand corner of the screen to activate the Flow.