Product schedules are the main thing administrators turn on from the Product Settings area. The high-level path is to enable schedules in Setup, set a default schedule on a product, then let reps refine schedules per opportunity line. Steps and option names can shift between releases and between Classic and Lightning, so confirm against current Help before changing a production org.
- Open the schedules setup
In Setup, search for the product schedules setup page. This is where you turn the feature on for the whole org. The original screens were built for Salesforce Classic, but the behavior they enable applies in Lightning Experience too.
- Choose quantity, revenue, or both
Enable quantity schedules to track units over time, revenue schedules to track dollars over time, or both. Enabling both lets a product default to one type and derive the other, though a single line cannot run both at once.
- Set a default schedule on the product
Open a Product record and define its default schedule type, installment period (such as monthly), and number of installments. From now on, adding that product to an opportunity builds the dated rows automatically.
- Let reps establish line schedules
On an opportunity, reps open a product line and use the Schedule action to override the default for that deal. Confirm the Products related list and multi-line layout are on the opportunity so reps can edit lines.
- Validate forecasting and reports
Check that forecasting by schedule date spreads revenue into the right periods and that reports and any billing integration read the installments correctly. Do this in a sandbox before enabling in production.
Spread the units of a product line across dated installments, fitting products delivered in batches over a contract term.
Spread the dollar value of a product line across dated installments, fitting deals that recognize or bill revenue over several periods.
When both schedule types are enabled, sets which one a product uses by default so the other can be derived from it.
Controls the Edit All Products grid for Opportunity Products; the Product and Quantity fields are required and cannot be removed.
- A single opportunity line cannot use a quantity schedule and a revenue schedule at the same time; pick one per line.
- Salesforce caps installments per schedule, so very long or daily cadences may need a coarser installment period.
- Editing a line's quantity or sales price after a schedule exists can rebuild or recalculate the installments.
- Enabling schedules adds related lists and can affect reports and integrations, so rehearse the change in a sandbox first.