Product Settings configure org-wide behavior for the Product object and Price Books — Quantity Schedules, Revenue Schedules, Multi-Currency Price Books, and the relationship between Products and Opportunities. Foundational settings most admins set once and rarely revisit.
- Open Setup → Product Settings
Setup gear → Quick Find: Product Settings → Product Settings.
- Tick Enable Quantity Schedules if needed
Quantity Schedules track delivery installments — useful for products shipped over time. Enabling adds Schedule fields to Opportunity Products.
- Tick Enable Revenue Schedules if needed
Revenue Schedules track revenue recognition over time — useful for subscription products. Adds Revenue Schedule fields to Opportunity Products.
- Configure Default Pricing Currency
For Multi-Currency orgs, the currency the Standard Price Book uses by default. Locked once set.
- Tick Allow users to deactivate active products with the public group permission
When ON, certain users can deactivate products even when the products are referenced. Restrict to admins to avoid accidental retirement.
- Save
Settings apply org-wide. Schedules show on Opportunity Product layouts going forward.
Enable for products shipped in installments. Adds schedule fields to Opportunity Products.
Enable for products with multi-period revenue recognition. Adds revenue schedule fields.
Currency for the Standard Price Book.
Permission gate for retiring referenced products.
- Enabling Quantity / Revenue Schedules is one-way for practical purposes — disabling later strips schedule data from existing Opportunity Products. Enable in a sandbox first.
- Default Pricing Currency is locked once set in Multi-Currency orgs. Picking the wrong primary currency at org setup is painful to undo.
- Schedules count as additional records under Opportunity Products. A Product with 12 monthly revenue schedules creates 12 schedule child records — multiplies storage on high-volume orgs.