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Enable Product Schedules in Salesforce Classic
Create default revenue and quantity schedules for products that are delivered or paid for over time. Let users create schedules for individual products on opportunities.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable product schedules: | Customize Application |
| To customize page layouts: | Customize Application |
| To define or change validation rules: | View Setup and Configuration |
| To define Apex triggers: | Author Apex |
Turn On Product Schedules
Warning Enabling or disabling product schedules doesn’t affect archived products. If you disable a scheduling type, all schedule information for that type is deleted from active products. Disabling product schedules deactivates and deletes any schedule date forecast types and deletes the related forecasting data.
- From Setup, in the Quick Find box, enter Product Schedules, and select it.
- Select Enable quantity scheduling, Enable revenue scheduling, or both.
- To enable a product scheduling type for every product in your price books, select Enable for all products.
-
Save your changes.
The Enable for all products option acts like a one-time switch. When it’s selected, the selected product scheduling type becomes available for all preexisting products. New products must have product scheduling enabled again, either at the time the product record is created, or later, via Setup.
Add Product Schedule Fields to Page Layouts
- From Setup, in the Quick Find box, enter Products, and select Page Layouts .
- Click Edit next to the layout to customize.
-
Depending on which product scheduling types you've enabled, drag these
fields to the layout.
- Quantity Scheduling Enabled
- Quantity Schedule Type
- Quantity Unit of Measure
- Quantity Installment Period
- Number of Quantity Installments
- Revenue Scheduling Enabled
- Revenue Schedule Type
- Revenue Installment Period
- Number of Revenue Installments
- Click Save.
Allow Admin Users to Enable Product Schedules on New Products
To allow admin users to enable product schedules on new products, set field visibility on System Administrator profiles.
- From Setup, in the Quick Find box, enter Security Controls, and select Field Accessibility.
- Select Product.
- Select View by Profiles.
- Select the profile for System Administrator.
-
If you've enabled Revenue Scheduling:
- Find Revenue Scheduling Enabled and click the corresponding value under the Field Access column.
- Select Visible.
- Click Save.
-
If you've enabled Quantity Scheduling:
- Find Quantity Scheduling Enabled and click the corresponding value under the Field Access column.
- Select Visible.
- Click Save.
Repeat these steps for all profiles that must have permission to enable product schedules.
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