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Sales Basics
Add and Edit Product Schedules

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Add and Edit Product Schedules

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
  1. Review considerations and examples.
  2. Enable the appropriate schedule types.
  3. Enable customization of product schedules. Create custom fields and buttons, validation rules, and Apex triggers as needed to support your business process.
    Note
    Note Default product schedules aren’t customizable.
  4. Select a product from the Products home page.
  5. Click Edit.
  6. 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.
  7. Set the schedule details.
  8. Save your changes.
  9. To establish a schedule on an opportunity product, see Establish Schedules for Products on Opportunities.
  10. To edit a product schedule, click Edit on the product detail page.
 
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