Products: Tailor Product Schedules to Your Business Processes

Spare your sales team the grunt work of managing complex sales processes for incoming revenue and outgoing orders. Enable customizable product schedules to use custom fields, validation rules, and Apex triggers and to optimize schedule layout and buttons. Enabling customizable product schedules disables Salesforce Classic actions on product schedules, and makes them read-only. In addition, Line Item Schedule is added to the object manager, but it’s unavailable in Process Builder and Workflow.

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.Line item schedule details with custom fields and button

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. Line Item Schedule page in the Object Manager

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.