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flescor
Drive Product Family picklist of Forecasts screen using User Role
The Product Family picklist on the Forecasts screen is set globally by the SFDC Administrator. I'd like to set it to a value based on the User's Role, so that Professional Services roles get the "PS" value on this picklist (and hence the PS forecast displayed), Sales roles get the "License" value on this picklist, etc.
How can this best be done?