How to Change Forecast Category in Salesforce

Quick summary

To change a Forecast Category in Salesforce, admins navigate through Setup to the Opportunity object's Fields & Relationships, locate the Forecast Category picklist, and edit individual values directly. This process requires no code and takes effect immediately across all Opportunity records.

Steps

1. Click the gear icon in the top-right of the dashboard to open Setup.
2. Select Open Advanced Setup from the dropdown menu.
3. Click Object Manager in the top-left menu of the Setup page.
4. Scroll down and select the Opportunity object.
5. Click Fields & Relationships in the left-hand sidebar.
6. Scroll down and select the Forecast Category field.
7. Scroll down to the Forecast Category picklist values and click Edit next to the value you want to change.
8. Enter a new name in the Label field to update the category name.
9. Click Save to apply the changes.