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.
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.
3. Go back to the Lightning Setup page and click on the Object Manager tab.
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.
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.
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.
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.
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.
9. In the edit window of the Product, define the following fields to schedule this product.
| Fields | Description |
|---|---|
| Quantity Installment Period | Select the period to deliver the products like Monthly, Weekly, or yearly. |
| Quantity Schedule type | Select the installment type for the product to deliver. |
| Number of Quantity Installments | Enter the quantity of the product scheduled in installments. |
| Revenue Installment Period | Select the installment period for the revenue coming from the product like monthly, weekly, quarterly, or yearly. |
| Revenue Schedule Type | Select the installment type for the revenue. |
| Number of Revenue Installments | Enter the number of installments for the revenue. |
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.
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.
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.
13. Click on the Related tab and you will able to see the schedule of the product related to the selected opportunity.
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.
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.
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.
4. In the Product Page Layout window, click on the Edit button of the Product Layout.
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.
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.
7. After selecting the product, go to the section Product Detail, and click on the Edit button.
8. In the Default Quantity Schedule section and Default Revenue Schedule section.
| Field | Description |
|---|---|
| Quantity Schedule Type | Select the installment type for the product to deliver. |
| Quantity Installment Period | Select the period to deliver the products like Monthly, Weekly, or yearly. |
| Number of Quantity Installments | Enter the quantity of the product scheduled in installments. |
| Revenue Schedule Type | Select the installment type for the revenue |
| Revenue Installment Period | Select the installment period for the revenue coming from the product like monthly, weekly, quarterly, or yearly. |
| Number of Installments | Enter the number of installments for the revenue.. |
After adding these fields click on the Save button.
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.
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.
11. In this set, add Quantity and Sales Price for the scheduled product to calculate the revenue of the scheduled product.
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.
As we click on the product, we can view the schedule of the product as shown in the picture below.
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.
You may like to read:
- How to Create a Report for Product Schedules in Salesforce
- How to Add Standard Price to Product in Salesforce
- How To Schedule Jobs Using the Apex Scheduler in Salesforce
- How to Create Products in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
