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Error 'Closed/Lost opportunity stage should match with Omitted forecast'

Udgivelsesdato: Oct 13, 2022
Beskrivelse
Users might be unable to edit Opportunity Stage and they will receive the following error message:

Error:
Closed/Lost opportunity stage should match with Omitted forecast category (Related field: Forecast Category)
Løsning

This can happen when custom code uses a future method to make an update. It can also happen when field level security is not set up properly in the code. Batch jobs where you update the forecast category without the stage have also been found to cause this issue. 

This is working as designed based on the Closed/Lost stage Type. Any stage with a Type of Closed/Lost must be set to Omitted.

In Salesforce Classic
  1. From Setup | Customize | Opportunity | Fields, go to Stage picklist field and check the current values.
  2. Scroll to the Opportunity Stages Picklist Values.
  3. Click on Edit on Closed Lost.
  4. Set the Forecast Category to Omitted
  5. Click on Save.

In Lightning Experience
  1. Click on Setup from the gear icon.
  2. Click on Object Manager.
  3. Click on Opportunity. 
  4. Click on Fields & Relationships.
  5. Click on Stage field.
  6. Scroll to the Opportunity Stages Picklist Values.
  7. Click on Edit on Closed Lost.
  8. Set the Forecast Category to Omitted.
  9. Click on Save.

You need to make sure that Closed Lost stage is set to Omitted in the Forecast Category column and not as 'Closed' or any other value.

Note: The error will occur when Forecasting is enabled on their org.
See also:  View and Update Opportunity-Stage-to-Forecast-Category Mappings in Collaborative Forecasts
Vidensartikelnummer

000386888

 
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Salesforce Help | Article