---
schema_version: "1"
id: b4255f8da33af2f6369bfe64878846b007bb88c14b3f7637cb2292ee445d661a
title: Establish Schedules for Products on Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/products_establish.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.products_establish.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0b3fa65a756f407030f0edb8c4286a63d5048a20885e70f11fcf1c0188a35883
description: After you add product schedules, use them to set up payments for product sales and realized revenue on opportunities.
products:
  - Sales Cloud
release: "264"
---
# Establish Schedules for Products on Opportunities

After you add product schedules, use them to set up payments for product sales and realized revenue on opportunities.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d54429e75">User
              Permissions Needed</th>
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        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54429e75 ">To add or edit product schedules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54429e75 ">Edit on opportunities</td>

          </tr>
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1. Review [considerations and examples](https://help.salesforce.com/s/articleView?id=sales.products_considerations_for_using_schedules.htm&release=264.0.0&type=5 "Consider key points and review examples before you add product schedules, establish schedules on opportunity products, or enable customizable product schedules.").
2. Make sure that [product schedules have been added](https://help.salesforce.com/s/articleView?id=sales.creating_and_editing_default_schedules.htm&release=264.0.0&type=5 "Add product schedules to define the payment and delivery cycles of your products.").
3. Click a product name in the Products related list of an opportunity.
4. Click **Establish** to create a schedule, or click **Reestablish** to delete the old schedule and create another one.
5. Select the type of schedule to create: quantity, revenue, or both. Your choices are limited by the schedule types and other settings enabled by your Salesforce admin.
6. Set the schedule details.
    
    See [Product, Price Book, Price Book Entry, and Product Schedule Fields](https://help.salesforce.com/s/articleView?id=sales.products_fields.htm&release=264.0.0&type=5 "Products, price books, and product schedules have the following fields. The availability of fields depends on how Salesforce is set up.") for a description of scheduling fields.
7. Save your changes.
    
    Salesforce displays the schedule installments. Your Salesforce admin can customize the columns and other schedule features to support your company’s business process.
8. To edit the installments, click **Edit**.

#### See Also

- [Opportunities: What’s Different or Not Available in the Salesforce Mobile App](https://help.salesforce.com/s/articleView?id=sales.opp_limits_mobile_sf1.htm&release=264.0.0&type=5 "Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different.")