If you’re an admin or sales operations manager, you can create default schedules for products and schedules for individual product line items on opportunities. Start by learning the basics.
|Schedules can be established in: Salesforce Classic|
|Scheduled products can be added to opportunities and viewed in: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
- A quantity schedule determines when a product is delivered.
- A revenue schedule determines when a product is paid for.
- A default schedule is associated with a specific product in a specific price book. Every time the product is added to an opportunity, the default schedule is used. You can override the default schedules on any opportunity.
You determine which types of schedules your Salesforce org can use and which types of schedules can be established for each individual product.
- A quantity schedule is suitable if your customers pay once but receive the product in increments, for example, as with an annual magazine subscription for a monthly magazine. A quantity schedule defines the dates, number of units, and number of installments for payments, shipping, or other use as determined by your company.
- A revenue schedule is suitable if your customers make regular payments but receive the product once, for example, if you sell customized products that are charged in installments but delivered once. A revenue schedule defines the dates, revenue amounts, and number of installments for payments, recognizing revenue, or other use.
- A revenue and quantity schedule is suitable if your customers receive their orders on a delivery schedule and pay for the products using a payment schedule, for example, a monthly product subscription that’s paid for monthly.
- A default schedule is suitable if all your customers make product payments on the same timetable or you deliver products on a regular schedule. If you typically customize schedules, there’s no advantage to creating default schedules.