How to Setup Products Schedule in Salesforce

In this Salesforce tutorial, we will learn about scheduling products for opportunities in Salesforce. The scheduling of products is done in the opportunities and it is possible to setup a product schedule in Salesforce Lightning and Classic versions.

Product Schedules in Salesforce

In Salesforce product schedules is a feature, that allows us to record when a quantity of a product is going out and getting delivered to the customer or when an amount of revenue will come for a particular opportunity.

In the product schedule, we can keep track of the installments in which the product is delivered, and the revenue installments can also be tracked with a properly scheduled product in a specific opportunity.

While working as a System admin for an organization that deals in solar panels and generator installation and that company uses Salesforce as its primary CRM tool, I was once asked to create a product schedule for particular opportunities. It is easy to track the delivery and revenue generated by the product with the help of the product schedule.

In the below steps, I will explain how to set up a product schedule in Salesforce Lightning and Classic editions with the help of examples explained below.

Setup Products Schedule in Salesforce Lightning

To set up a product schedule in Salesforce Lightning, log in to your developer account, navigate to the Setup page, and follow the steps.

1. On the Setup page of the Salesforce Lightning, go to the Quick Find box and search for the product, and from the options in the dropdown select Product Schedules Settings.

Salesforce Lightning setup Products schedule

2. In the Product Schedules Settings window, activate all checkboxes of the section Schedule Types.

In the section Customizable Schedules, activate the checkbox Enable customization for product schedules to allow customization in schedules. At last click on the Save button.

Setup Products Schedule in Salesforce Lightning

3. Go back to the Lightning Setup page and click on the Object Manager tab.

Salesforce setup Products schedule in Lightning

4. In the Object Manager window go to the Product object. We can find this object by searching in the Quick Find box or by scrolling to it.

Salesforce Lightning Products schedule setup

5. In the setup of the Product object, go to the Details section on the left-hand side and click on Page Layouts. In the Page Layouts select the page layout that is in use.

Salesforce Lightning Opportunities Products schedule setup

6. In this step, drag and add the fields Number of Quantity Installments, Quantity Installment Period, and Quantity Schedule Type below the Quantity Scheduling field, and in the same way drag and add the fields Number of Revenue Installments, Revenue Installment Period, and Revenue Schedule Type below the Revenue Scheduling field.

With the help of these added fields, we will schedule the product’s quantities. After adding these fields click on the Save button to apply changes.

Salesforce Lightning Schedule Products Setup

7. Now go back to the Setup page click on the App Launcher, search for Products, and from the options in the dropdown click on Products.

Salesforce Lightning Products schedule setup for opportunities

8. In the Products window select a product to schedule and then click on the dropdown arrow adjacent to that product name. In the dropdown click on the Edit option.

Edit products to Setup Schedule in Salesforce Lightning

9. In the edit window of the Product, define the following fields to schedule this product.

FieldsDescription
Quantity Installment PeriodSelect the period to deliver the products like Monthly, Weekly, or yearly.
Quantity Schedule typeSelect the installment type for the product to deliver.
Number of Quantity InstallmentsEnter the quantity of the product scheduled in installments.
Revenue Installment PeriodSelect the installment period for the revenue coming from the product like monthly, weekly, quarterly, or yearly.
Revenue Schedule TypeSelect the installment type for the revenue.
Number of Revenue InstallmentsEnter the number of installments for the revenue.
After making the changes in the above fields, click on the Save button.
Salesforce Lightning Edit Products to schedule setup

10. Now go to opportunities and select an opportunity to schedule a product. In this example, I have selected the opportunity Edge installation. In the opportunity, go to the Products section and click on the button Add Products.

Add Products to Schedule in Salesforce Lightning

11. In this step, add a number of product quantities to the Quantity field and add the price in the Sales Price. After adding Quantity and Sales Price click on the Save button.

Salesforce Lightning Schedule Products

12. As we click on the Save button, the product will be scheduled and in the product section of the opportunity, we can see one product has been added. To check the schedule click on the product name.

Product Schedule Setup in Salesforce lightning

13. Click on the Related tab and you will able to see the schedule of the product related to the selected opportunity.

Scheduled Product for Opportunity in Salesforce Lightning

Now we have successfully scheduled the product in Salesforce Lightning with the help of the above steps.

Setup a product schedule in Salesforce Classic

To set up a product schedule in Salesforce Classic, we first need to enable product scheduling, and for that go to the setup page of Classic and follow the below steps.

1. On the Setup page of Salesforce Classic, go to the Quick Find box on the left-hand side and search for product schedule, from the options in the dropdown select Product Schedules Settings.

Setup Products Schedule in Salesforce Classic

2. In the Product Schedules Settings window, enable all checkboxes in the section Schedule Types to enable quantity and revenue schedules. After enabling these fields click on the Save button to apply changes.

Salesforce Classic Setup Products Schedule

3. Go to the Setup page, and in the Build section on the left sidebar click on the Customize dropdown. Here click on the dropdown of the Products object and select the option Page Layouts.

Salesforce setup Products schedule in Classic

4. In the Product Page Layout window, click on the Edit button of the Product Layout.

Edit Page layout to Schedule Product in Salesforce

5. In this step, we will add some fields to the Page Layout that will be helpful in scheduling products.

Now drag and add the fields Number of Quantity Installments, Quantity Installment Period, and Quantity Schedule Type below the Quantity Scheduling field, and in the same way, drag and add the fields Number of Revenue Installments, Revenue Installment Period, and Revenue Schedule Type below the Revenue Scheduling field.

Click on Save to apply these changes to the page layout.

Salesforce Classic add Fields to setup Products Schedule

6. Go to the Products window, and select a Product that you have to schedule. In this example, I have selected the product GenWatt Diesel 200KW.

Salesforce Classic Products Schedule setup

7. After selecting the product, go to the section Product Detail, and click on the Edit button.

Edit products to Setup Schedule in Salesforce Classic

8. In the Default Quantity Schedule section and Default Revenue Schedule section.

FieldDescription
Quantity Schedule TypeSelect the installment type for the product to deliver.
Quantity Installment PeriodSelect the period to deliver the products like Monthly, Weekly, or yearly.
Number of Quantity InstallmentsEnter the quantity of the product scheduled in installments.
Revenue Schedule TypeSelect the installment type for the revenue
Revenue Installment PeriodSelect the installment period for the revenue coming from the product like monthly, weekly, quarterly, or yearly.
Number of InstallmentsEnter the number of installments for the revenue..

After adding these fields click on the Save button.

Salesforce Add Products to setup schedule in Classic

9. Go to the Opportunities window, and select an opportunity to schedule a product. In this case, I have selected the opportunity named United Oil Plant Standby Generators.

In the Products section of the opportunity click on the button Add Product.

Setup Product Scheduling in Salesforce Classic

10. In this window, We can see a list of products. From here, we will select the scheduled product GenWatt Diesel 200kW, and click on the Select button.

Salesforce Classic Add Products to Schedule

11. In this set, add Quantity and Sales Price for the scheduled product to calculate the revenue of the scheduled product.

Product Scheduling in Salesforce Classic

12. As we click on the Save button, the product will be scheduled. To view the schedule of the product, go to the Opportunity’s Products section and click on the product.

Salesforce Classic Scheduled Products Setup

As we click on the product, we can view the schedule of the product as shown in the picture below.

Salesforce Classic Setup Products Schedule in Opportunities

Now we have successfully scheduled a product in Salesforce Classic with the help of the above steps.

Conclusion

In this Salesforce tutorial, we have learned to set up a product schedule in Salesforce Lightning and Salesforce Classic Edition. During this, we also learned to add fields in the page layout of the Product object. After scheduling the product we also viewed the schedule in the opportunities.

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