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            Establish Schedules for Products on Opportunities

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            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

            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 opportunities
            1. Review considerations and examples.
            2. Make sure that product schedules have been added.
            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 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

             
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