Add product schedules to define the payment and delivery cycles of your
products.
Required Editions
| Available in: both Salesforce Classic and Lightning
Experience |
| Available in: Professional, Enterprise, Performance,
Unlimited, and Developer Editions
|
| User Permissions
Needed |
| To add or edit product schedules: |
Edit on products |
-
Review considerations and examples.
-
Enable the appropriate schedule types.
-
Enable customization of product schedules. Create custom fields and buttons,
validation rules, and Apex triggers as needed to support your
business process.
-
Select a product from the Products home page.
-
Click Edit.
-
Select the type of schedule to create: quantity, revenue, or both. Your choices are
limited by your Salesforce org’s schedule settings and the schedule types that are
enabled for the product.
-
Set the schedule details.
-
Save your changes.
-
To establish a schedule on an opportunity product, see Establish Schedules for Products on Opportunities.
-
To edit a product schedule, click Edit on the product detail
page.
Note Default product schedules aren’t customizable.