March 22, 2023
On the second deal, the customer has rung you several times to check on when you can deliver. Verify the information and click Done. She has implemented CRM solutions for companies both large and small.
Jon Paz is a Salesforce consultant and former editor. In short, if you want to understand what the Forecast Categories mean and how best to use them, then this guide is what you need. 7 x certified Salesforce MVP, training thousands of students with her Salesforce courses, including the Salesforce Certified Administrator Course. A picklist appears.\r\n\t
Jon Paz is a Salesforce consultant and former editor. These cookies do not store any personal information. Thanks for sharing. You can confidently rely on these opportunities in your sales forecast. You have a new sales opportunity in the very first stage, Prospecting. How to extract the coefficients from a long exponential expression? For example, we can change the Pipeline value to Qualifying. The Forecast Category field in Salesforce classifies each sales opportunity in terms of the salespersons confidence in winning the deal in a given period. More sophisticated systems depend on a variety of lead assignment rules, which are often based on territory (geography), industry, potential deal size, or other factors. You can change the windows style of these 4 modal windows. Change is a constant in business today. Click Save. Thanks for this! We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. by Gary Smith | Mar 15, 2022 | Sales Forecasts. If your sales team already uses the Commit concept, the Forecast Category is an excellent way to report on those deals. Have something to share? Under Category Group Visibility choose All Categories. Join our group of 500+ trusted guest posters Click here to start the conversation. : Lets simplify Salesforce Forecast Categories some more. But one of my customer service leads would also like to be able to change this Assign to field to another user, but it does not give her the option to select another user. Never mind! We loved this top tip too! To see all CampaignMemberStatus records : SELECT CampaignId,Id,IsDefault,IsDeleted,Label,SortOrder FROM CampaignMemberStatus TO update the order for one row : UPDATE CampaignMemberStatus SET SortOrder ='XX' WHERE Id='XX' where you can replace 'XX' by the real values. It is mandatory to procure user consent prior to running these cookies on your website. Is there a way to create a new status category? It only takes a minute to sign up. Then, create a Workflow Rule with a Field Update to carry out the actual date-stamping action. Thats great! Using Salesforce to Manage Changes in Features and Updates. As a workaround, you could set a text field or even a picklist value (owner name) and then use flow, or process builder to update the native lookup relationship owner field. Commit means you are confident of a successful outcome, and only in exceptional circumstances do these opportunities slip from the current period. Salesforce Forecast Categories are used to predict the likelihood of winning an Opportunity, with each sales stage mapped to a forecast category. You may continue updating by selecting new views, or click the Back to Campaign: Campaign Name link when done.
Mass updating all member statuses in a report
\r\nTo update the status of several members at once, follow these steps:\r\n- \r\n\t
- Click the Reports tab and scroll down to the Campaigns Reports folder from the left sidebar. \r\n\t
- Click the Campaign Call Down Report link. For example, if the test Opportunity was set to Qualification instead of Prospecting, Set to Prospecting will still be date-stamped with the same date that Qualification was set. Fault, no pressure change detection when starting pump. Click one of the following: Account, Opportunity, Product, Work Order or Asset. Did you know that with a few clicks you can do mass updates directly in Salesforce from a list view? status categories: Draft and Activated. Various trademarks held by their respective owners. It seems that it will not work, at least not if there are task record types. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003J6KcEAK. Open the "Apply style to" dropdown and Choose the "Modal Body" option If you allow your form filler to update data through the table: View, Edit, Delete and Add data, all this will be done in modal windows. You might also like. For the sales team, this means having fast and accurate visibility over which leads to prioritise with their time and conversion . You also have the option to opt-out of these cookies. are patent descriptions/images in public domain? The three Category Statuses we have to choose from are: "In Draft" , "In Approval Process" , & "Approved". Forecast Categories are a way to abstract the opportunity from the sales process. If you continue to use this site we will assume that you are happy with it. Water pressure sensor and/or pump defective, the air in heating installation, too low pressure in the boiler; connect external expansion vessel to return. We use cookies to ensure that we give you the best experience on our website. By entering your email address and clicking the Submit button, you agree to the Terms of Use and Privacy Policy & to receive electronic communications from Dummies.com, which may include marketing promotions, news and updates. Thank you!! Forecasting works out how likely they are to close, based on their stage and whether we can expect the revenue this quarter, next quarter, this year, and so on. Defo a very handy one to have. Sun Street Click Data Category Visibility. Lets look at a Forecast Category. He has delivered world-class solutions to an assortment of perplexing business challenges for his enterprise clients.","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/8951"}},{"authorId":8952,"name":"Jon Paz","slug":"jon-paz","description":"
Liz Kao has been a member of the Professional Services team as well as an independent Salesforce consultant. [/caption]
\r\n\t - Click Update Status to apply the new status to your selected members. Further, click on the New Calendar option. 2. As a guide, you should expect only a quarter of these deals to close within the quarter. In some companies, Board and executive reporting use Forecast Categories. How To Change Opportunity Stages In Salesforce 15,366 views May 2, 2019 90 Dislike Share Save Gary Smith Partnership 1.52K subscribers Show more 942 views Gary Smith Partnership 466 views 3. Sun Street Maria selects Gantt. You return to your view page. \r\n
You may also mass-update campaign statuses for contacts or leads in a campaign by updating the information in a .csv file first and then importing it.
Mass updating all member statuses in a campaign
\r\nTo mass update campaign statuses for all contacts or all leads in a campaign, log in to Salesforce and follow these steps:\r\n- \r\n\t
- Click the Campaigns tab and select the specific campaign whose members statuses youd like to update. \r\n\t
- Click the Manage Members button. . The easiest way to see this is by looking at the configuration area of the opportunity stage field. However, heres something to bear in mind. Have you ever seen something like that accomplished? You might classify the first opportunity as Best Case in the Forecast Category. Fortunately, the opportunity owner can change the Forecast Category on each deal. Why is the article "the" used in "He invented THE slide rule"? Consequently, in funnel reviews, managers can examine the pipeline by sales process AND salesperson confidence. After a campaign is selected, choose the appropriate status from the Member Status drop-down list. How Forecast Categories and Opportunity Stage fields relate to each other.3. Then click the Manage Members button, click the Update Status Import File link, and follow the guidelines to update the campaign history.\r\n","description":"If leads or contacts that are part of a campaign respond in a batch, you can do a mass update of campaign members. Advanced through Category Marketing & GTM Strategy, Acquisition and Customer Marketing disciplines domestically and internationally whilst having led marketing through a merger, digital and. $18,100 is in Commit. To do this, go to the Forecast Category field. Thanks! Next to the Solar Installation & Maintenance Data Category, click Edit. Why did the Soviets not shoot down US spy satellites during the Cold War? Click the Add to Campaign button. In other words, youre saying to your boss, trust me, Ill bring this one in this quarter.. How to define and interpret Forecast Categories.4. The default is to not override existing member statuses. The passport still shows its with the consulate. Salesforce Announces New WhatsApp Integrations, Free Salesforce Associate Practice Exams: Available Now, 30 Salesforce Admin Interview Questions & Answers, Top 50 Salesforce Interview Questions & Answers, 19 Tips to Optimize Your Salesforce UI for Improved Adoption, Automatically Launch a Salesforce Approval Process, Open Pipeline Pipeline + Best Case + Commit. From the Forecast tab, the Opportunity owner can view their forecast. The Manage Member page appears, with the Existing Members subtab selected. The category associated with each stage is shown further to the right. Is it possible to update Order Product on Draft Order? In addition to viewing the forecast category on the Opportunity page layout, youll also see your forecast categories when viewing the Forecast tab. Whatsmore, I'll show you how to Track targets in Salesforce including won and pipeline deals, Superb pipeline visibility and sales performance metrics, Improve forecasting by scheduling opportunity revenue over time, Download The12 Must-Have Dashboard Charts. Click on the Status field. I setup a quick action on Account to create a task. If the anti-lock braking system has four-speed sensors, one is usually attached to each tire behind the brake rotor. You can view an Opportunity's forecast category in the Forecast Category field. Did you know that with a few clicks you can do mass updates directly in Salesforce from a list view? I want to close case open records which are multiple on one List View.It should close only on one particular List View.Is that possible ? For this reason, well include the Opportunity in the Best Case forecast category. The following information tells you two ways to update statuses: in a campaign or in a report.\r\n\r\nSometimes youll be working directly out of a campaign. United Kingdom A Campaign Call Down Report for your campaign appears. \r\n\t
- Click the Add to Campaign button. How can I limit this quick action to be visible to specific profiles only? I have been creating a custom object list view for in line editing and this is PERFECT TIMING! For this reason, well include the Opportunity in the Pipeline forecast category. {"appState":{"pageLoadApiCallsStatus":true},"articleState":{"article":{"headers":{"creationTime":"2016-08-17T17:25:44+00:00","modifiedTime":"2016-08-17T17:25:44+00:00","timestamp":"2022-09-14T18:15:17+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Marketing Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33639"},"slug":"marketing-software","categoryId":33639},{"name":"Salesforce","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33641"},"slug":"salesforce","categoryId":33641}],"title":"Mass-Updating Campaign Statuses in Salesforce","strippedTitle":"mass-updating campaign statuses in salesforce","slug":"mass-updating-campaign-statuses-salesforce","canonicalUrl":"","seo":{"metaDescription":"If leads or contacts that are part of a campaign respond in a batch, you can do a mass update of campaign members. Likewise, if you have different opportunity stages for different types of deals (for example, new sales versus renewals), this is also an excellent way to summarize sales forecast reports for the senior management team. I found this question posed on here over a year ago and it said the users didn't have the "Manage Cases" permission but I don't see any permission named "Manage Cases". An indication of the stage that the order has reached in the order business process. Does With(NoLock) help with query performance? Label in Dispatcher Console: Change Jeopardy Status From here, you can change the status in two ways: From the Feed tab, click the Change Status Chatter action and select a status. Learn more about Stack Overflow the company, and our products. An order can be either Draft or For example, if you sent an email campaign to","noIndex":0,"noFollow":0},"content":"If leads or contacts that are part of a campaign respond in a batch, you can do a mass update of campaign members. Stay up to date on the latest in Salesforce - news, tips & career advice. Click Update Status to apply the new status to your selected members. Anybody encountered this issue before? Other than quotes and umlaut, does " mean anything special? This first page of the order entry form loads. This classification is different from the opportunity stage field, which describes the pipeline in terms of the current position in the sales process. Click the Campaigns tab and select the specific campaign whose members statuses youd like to update. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. (1) On Page edit, once clicked on Highlight Pannel, you would be able to see need to upgrade the Dynamic action, as per below screenhot (2) Once its enabled, you will be able to see all the Aciton buttons on with icons beside which defines if its available on Desktop, Phone or Both. They want inaccurate sales forecasts to be a thing of the past. Although forecast categories are linked to stages, its important to note that users can change the mapped category on an Opportunity without changing the stage, as well by editing the Forecast Category field. Use the Lookup icon to choose a campaign and click the Run Report button. You pre-define Forecast Categories based on the opportunity stage. Thats because each category can reflect several pipeline stages. Planned Maintenance scheduled March 2nd, 2023 at 01:00 AM UTC (March 1st, mass create orders in Salesforce with link to opportunities, Customize " Select Products to Reduce" button on Reduction Order, Clone order with products is carrying over order start and end dates to new order, How to set the status on Order to "Activated" in Test Code. I have not tried this, but think it would work. Please let me know if it worked. It is also important to note that this workflow will also be able to account for stage skipping. You can also manually select which members to update by selecting the check box next to their names in the results. \r\n\t
- Select members to be updated for this campaign. It is a out-of-the-box functionality not well documented by Salesforce. A page appears, allowing you to select a specific campaign. \r\n\t
- Use the Lookup icon to choose a campaign and click the Run Report button. However, it says nothing about the customer buying process. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Users cannot see Change Status button on Case View page, The open-source game engine youve been waiting for: Godot (Ep. Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. Next, create an immediate Field Update action for the Workflow Rule. You can use these status Whether it's to pass that big test, qualify for that big promotion or even master that cooking technique; people who rely on dummies, rely on it to learn the critical skills and relevant information necessary for success. Nevertheless, Forecast Categories are a way to make pipeline reports more readable and useful. $60,400 in Best Case. We just launched this free app on AppExchange https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMpJxEAL, Here is a short blog that gives an overview https://bit.ly/3hUihOp. Convert String to Date in Salesforce In Salesforce we can use Apex to convert a string to a date or to convert a String to a DateTime, 3 January, 2022 The SQL Server Parse Function is mainly used to convert the string into date and time, and numeric values. GL20 5NX. Learn more about Stack Overflow the company, and our products. Put each value on its own line Select Care Plan Task so that the new values are associated with the care plan. The default is to not override existing member statuses. Salesforce doesnt care if you are the system administrator or the CEO; its still only the opportunity owner that can change the Forecast Category on an opportunity. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Superb Pipeline Visibility and SalesPerformance Metrics from thisfree Dashboard. On the left menu, click Objects and Fields and select Object Manager. I have been on this for about an hour now and I cant find a work around. Click Edit next to the value that you want to edit in the Forecast Category Picklist Values. Lets say you want to track when Opportunity stages change from one to the other. What's the difference between a power rail and a signal line? Use the Workflow type dropdown to filter the list of existing workflows. If you have more than four or five pipeline stages, then you might want to rationalize them. Im looking to build a button like this on Contact for changing the Owner, but that field doesnt display in the list of available fields when creating the action. You return to your view page. If your revenue recognition forecasts are little more than an educated guess (or even a stab in the dark), then this article is for you. Click Page Layouts in the left menu. Especially if you have separate. Forecast categories can be customized for a business to suit their requirements. Communicating Upwards. If like me, youd like the ability to add new values to the picklist, then you can vote for the idea here. Gloucestershire Order status also determines the actions you can perform on an order, like editing or cloning. sign up for new content on the RevOps hub. Click the respective Page Layout. 3. Example: AutoReply spam cases should be mass marked as spam by only the support managers and not agents. Edit Page Layouts Manually Lightning Interface Log into Salesforce and click the Setup button. There doesnt appear to be a List View Actions in Lightning Experience option under the List View Button Layout within Tasks. Connect and share knowledge within a single location that is structured and easy to search. April 8, 2022 I'll explain precisely how to use product schedules to forecast revenue recognition accurately. Others apply specifically to activated statuses. The evaluation criteria should be set to created, and every time its edited. The rules criteria should be set to-, A) when the stage equals the particular value (in this case, Prospecting), B) when the stage equals everything but the particular value and the date-stamp field for the particular value is null (in this case, Set to Prospecting), You will need to adjust the criteria filter logic so that it equals 1 OR (2 AND 3). However, you classify the second opportunity as Commit. Want to tell your story? Many sales managers are crestfallen when it comes to Salesforce dashboards. Click the Field Service Settings tab. Cheers! We use this for all Cycle Time reporting & it works a treat. Ucpath.universityofcalifornia.edu UcsdHow to View and Get a Copy of Your UCPath Paycheck Stub. I dont think its possible but wondered if you found a workaround. Status Category = Commit + Best Case + Pipeline By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. A picklist appears. You got your Home Visas USA Renewal - Dropbox Step by Step H1B Dropbox Process: Eligibility, Documents, Change of Employer When you apply for a US Visa renewal and you meet certain criteria, you can get it stamped in your passport without attending an in-person visa interview. Change sets can contain only modifications you can make through the Setup menu. You can use these status categories to track orders within your business process using reports and views. Thanks for contributing an answer to Salesforce Stack Exchange! Click Save. The Manage Member page appears, with the Existing Members subtab selected. \r\n\t
- Use the filter criteria, as needed, to narrow the members that you want to update. Its a good idea to define what each forecast category means and share this with your sales team. FollowFollowingFollowing Merge Flag Comments Log in to post Feed Salesforce: How To Edit Fields In Search Results. After you've spent time . Did the residents of Aneyoshi survive the 2011 tsunami thanks to the warnings of a stone marker? Summary of Contents for Vaillant ecoFIT pure. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. A status bar displays the results of the operation. This insight reflects the certainty the salesperson feels in winning each opportunity. This article will help you do that. Enter the order details and click Next . Thanks heaps for that! Sales leaders expect dashboards to give complete visibility of the sales pipeline. You should expect to win between a third and half of the deals in the Best Case category. This guide tells you everything you need to know about Forecast Categories in Salesforce. In the image below, we can see the total Opportunity amount for each category over six months, or per month. In a given period experience on our website support managers and not agents been waiting for: Godot (.! Orders within your business process using reports and views or per month means having and! Happy with it tab and Select Object Manager expect dashboards to give complete visibility of the salespersons in. Click Edit why is the article `` the '' used in `` He the! Prioritise with their time and conversion it seems that it will not work, at least not if are. With a field Update action for the idea here the article `` the '' used in `` invented... That you want to close Case open records which are multiple on one List View.It should close only one! Youll also see your Forecast Categories and Opportunity stage Fields relate to each.... Best Case Forecast category is an excellent way to abstract the Opportunity page layout, youll see! See change status button on Case view page, the Opportunity stage Fields relate to each other.3 that... To created, and our products customized for a business to suit their requirements what 's the between. This section, is this a typo should Best Case in the how to change status category in salesforce click! Order business process own line Select Care Plan find a work around p. To suit their requirements more about Stack Overflow the company, and only exceptional! It will not work, at least not if there are task record types developers and anybody in-between updates. This first page of the deals in the Forecast category the value that you to! See change status button on Case view page, the sales process behind the rotor... Have something interesting to say about the customer has rung you several times to on. These deals to close Case open records which are multiple on one particular List View.Is that possible thanks to warnings... Salesforce classifies each sales stage before closing the Opportunity owner can change the pipeline value to Qualifying site. If you continue to use Product schedules to Forecast revenue recognition accurately SalesPerformance Metrics from thisfree Dashboard ;... Running these cookies on your website the Solar Installation & amp ; Data. Policy and cookie policy to Salesforce Stack Exchange cases should be set to created and! To not override existing Member statuses previous Opportunity stages change from one to the value you... This insight reflects the certainty the salesperson feels in winning the deal a! And the Opportunity in the order has reached in the Best Case in the image below, we can the! Is to not override existing Member statuses the pipeline in terms of the Opportunity stage, privacy policy cookie... Connect and share knowledge within a single location that is structured and easy to Search the pipeline by sales and... Is a question and answer site for Salesforce Classic > List view ( Ep addition to the... Have the option to opt-out of these deals to close within the.! Member page appears, with the Care Plan, this means having fast and accurate visibility which... So that the order business process using reports and views Account to a... Reached in the sales process each category over six months, or per month open records which are on. I dont think its possible but wondered if you continue to use for. Their time and conversion embedded close Plan is going well on these in! Forecast category on the left menu, click Edit how to change status category in salesforce to the right help query! Under Object Manager > Account > Search Layouts for Salesforce Classic > List view and... Executive reporting use Forecast Categories can be customized for a business to suit their requirements a rail! Type dropdown to filter the List view button layout within Tasks RSS reader URL your. Between a power rail and a signal line winning an Opportunity & x27. Create a Workflow Rule each value how to change status category in salesforce its own line Select Care Plan associated with the existing subtab. In funnel reviews, managers can examine the pipeline in terms of service, privacy policy cookie! In terms of service, privacy policy and cookie policy it through all the previous Opportunity.! Visibility and SalesPerformance Metrics from thisfree Dashboard only on one List View.It should close only one! Inaccurate sales Forecasts remembering your preferences and repeat visits the Campaigns tab and the! Prioritise with their time and conversion contributions licensed under CC BY-SA to improve your experience while you navigate the! Policy and cookie policy is a question and answer site for Salesforce administrators, implementation experts, developers anybody! Question and answer site for Salesforce Classic > List view for in line editing this. Improve your experience while you navigate through the Setup menu residents of Aneyoshi survive the 2011 tsunami thanks the! Found a workaround reached in the Forecast category field should Best Case category for Account owner and it doesnt.! < /li > \r\n\t < li class=\ '' NumListItem\ '' > Select the Edit members Search.! The default is to not override existing Member statuses a custom Object List view for in line editing and is... The company, and every time its edited Care Plan Smith | Mar 15, 2022 | sales.... Pipeline reports more readable and useful or per month thats because each category over six months, per! Doesnt appear to be a thing of the Opportunity from the Forecast category on the for! Do these opportunities in your sales team, this means having fast and accurate visibility over leads. As Commit you want to Edit in the image below, we can change order! Have a new status to your selected members accurate visibility over which to. A workaround Opportunity from the current period to note that this Workflow will also be able Account... And click the Campaigns tab and Select the Edit members Search option pipeline in of. Stay up to date on the RevOps hub here to start the.... Because each category over six months, or per month it comes to Salesforce dashboards Salesforce certified Course..., 2022 | sales Forecasts in your sales team already uses the Commit concept the... Are a way to report on those deals List View.Is that possible residents of Aneyoshi survive 2011... 8, 2022 i 'll explain precisely how to extract the coefficients from long! Per month '' > Select the Edit members Search option most relevant experience remembering. Followfollowingfollowing Merge Flag Comments Log in to Post feed Salesforce: how to extract coefficients! Salesforce to Manage Changes in Features and updates the Member status drop-down List winning each Opportunity only support... Abstract the Opportunity stage field, which describes the pipeline value to Qualifying and a signal line vote the! To Forecast revenue recognition accurately Case in the Forecast category picklist values '' used in `` He the! In exceptional circumstances do these opportunities slip from the current period with the existing members subtab selected # x27 s. An answer to Salesforce dashboards Edit Fields in Search Results one particular List View.Is that possible Forecast tab, customer. Indication of the salespersons confidence in winning the deal in a given period Data. A guide, you agree to our terms of the Opportunity owner can view their.. You have more than four or five pipeline stages, then you might want Edit. Paycheck Stub track when Opportunity stages why is the article `` the '' used ``. Give you the most relevant experience by remembering your preferences and repeat visits button layout within.. To Post feed Salesforce: how to Edit in the order entry form loads embedded close Plan going. Should be mass marked as spam by only the support managers and agents! Of service, privacy policy and cookie policy on our website RevOps how to change status category in salesforce! To predict the likelihood of winning an Opportunity & # x27 ; s Forecast.! Exceptional circumstances do these opportunities slip from the Member status drop-down List months or. Stage, Prospecting stage field order or Asset layout under Object Manager > >. Change detection when starting pump sales Opportunity in terms of the operation > Search Layouts for Salesforce administrators implementation. 8, 2022 i 'll explain precisely how to Edit Fields in Results! Updates directly in Salesforce from a List view of Aneyoshi survive the tsunami! Crestfallen when it comes to Salesforce dashboards for in line editing and this PERFECT... `` mean anything special your experience while you navigate through the Setup menu documented by.... Current period for Salesforce administrators, implementation experts, developers and anybody in-between first page of the in... Logo 2023 Stack Exchange Inc ; user contributions licensed under CC BY-SA are record. As Commit NumListItem\ '' > Select the specific campaign whose members statuses youd the... Layout under Object Manager > Account > Search Layouts for Salesforce Classic > List view actions in Lightning experience under! Experience option under the List view button layout within Tasks field Update action for the here! Can not see change status button on Case view page, the owner., one is usually attached to each other.3 this to the List?... Category in the pipeline value to Qualifying few clicks you can deliver the Rule! And useful tried this, go to the Solar Installation & amp ; it a... Create a Workflow Rule contributions licensed under CC BY-SA expect dashboards to give complete visibility of the following Account! This a typo should Best Case category about Stack Overflow the company, and our products company, our... Comments Log in to Post how to change status category in salesforce Salesforce: how to Edit in the order in the.