Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Products: Tailor Product Schedules to Your Business Processes
Where: This change applies to Lightning Experience and all versions of the Salesforce app in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Make it easy for sales teams to work with complex sales models. Streamline and automate processes by customizing product schedule layouts and fields (1) and adding custom buttons (2) and Apex triggers. Improve tracking and forecasting by adding validation rules.
How: In Setup, use the Quick Find box to find Product Schedules Settings. Select Enable customization of product schedules. Then apply custom fields, Apex triggers, validation rules, and required fields, and adjust the layout and buttons as needed.
You can now customize the layout of the OpportunityLineItemSchedule related list on the OpportunityLineItem page in Lightning Experience regardless of whether you’ve enabled customizable product schedules.
Customizable product schedules don’t support record types. In default product schedules, you can use custom fields and customize the layout, but if you’ve applied required fields, validation rules, or Apex triggers, they’re bypassed when they’re first inserted.