Excellent video, thanks a lot. How does this affect reporting and forecasts? Closed opportunities amount will be attributed to the time period as set out by the schedules?
Good question! When you set up forecasts you can choose to forecast off of Opportunity amounts and close dates or line item schedules. You can have both, actually, in case you want to look at your data in multiple ways.
Hi mate, love the videos. Quick question, when i go to add the products, the quantity scheduling enabled and recurring schedulin enabled tick boxes do not appear even though the rest of the field indeed to do appear. Any ideas as to why this happens? It allows me to fill out the fields but the lack of tick box i believe is stopping the schedules button from appearing under the related tab on the product. Cheers
Hi Remo, firs thing to check is your page layout. Opportunity Product has its own page layout and maybe the buttons and fields are missing. Next thing to check are field level permissions. If you see the field on the page layout, check that your profile can see the field by going to that field clicking on it and clicking Field Level Security.
I want to add default schedules to all my products. That is a simple record update of the product records. But, over the last year how would you retro-update the opportunities in the past with the new product schedules. Is that possible? Thanks.
Hey Ed, That is a good question. I'm not 100% sure. Some testing is definitely in order. You could do a mass update on the Opportunity Product record that needs the schedule. I'm just not sure if that update would trigger the creation of the schedule records or not. That's what should be tested first.
Great video. Our challenge is with the schedule date. It seems as it the opportunity product schedule date is defaulting to the close date of the opportunity. We are selling event sponsorships way in advance of the event. Therefore I don't want the schedule date to be the close date but instead a different value on a data field that is synced back to the opportunity product. How would I change the default date value for the Schedule Date?
Hi there. This might be possible with a Record-Triggered Flow, though I haven't tried it out. You can have that starting date be populated when the record is created. I'll have to play around with this one. Have you found a solution yet?
Great video, thank you. I want to add a 6-monthly revenue installment period period. Is it possible to do that? (Salesforce only has monthly, quarterly and yearly by default)
Hey NG. That is a good question. You're right the option to do twice a year (every 6 months) is not there. I would try and get this done with a custom flow. These Product Schedule Object is available within flow, though I've never had a use for creating these records in a custom automation until you asked your question. Here are details on the object: developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunitylineitemschedule.htm Are you comfortable building this out in Flow?
Perhaps you don't have the Related Lists component on your lightning record page. Go to a Product record. Click the Gear in the upper right and click Edit Page. Then drag the Related Lists component from the left hand side onto the page. That might be a fix. I'm not sure though. Hard to say without seeing your Salesforce org.
Excellent video, thanks a lot.
You are welcome. Thanks for the comment!
Amazing video!
Thanks so much!
Excellent video, thanks a lot.
How does this affect reporting and forecasts?
Closed opportunities amount will be attributed to the time period as set out by the schedules?
Good question! When you set up forecasts you can choose to forecast off of Opportunity amounts and close dates or line item schedules. You can have both, actually, in case you want to look at your data in multiple ways.
awesome, thanks@@Rotive
Hi mate, love the videos. Quick question, when i go to add the products, the quantity scheduling enabled and recurring schedulin enabled tick boxes do not appear even though the rest of the field indeed to do appear. Any ideas as to why this happens? It allows me to fill out the fields but the lack of tick box i believe is stopping the schedules button from appearing under the related tab on the product. Cheers
Hi Remo, firs thing to check is your page layout. Opportunity Product has its own page layout and maybe the buttons and fields are missing. Next thing to check are field level permissions. If you see the field on the page layout, check that your profile can see the field by going to that field clicking on it and clicking Field Level Security.
I want to add default schedules to all my products. That is a simple record update of the product records. But, over the last year how would you retro-update the opportunities in the past with the new product schedules. Is that possible? Thanks.
Hey Ed, That is a good question. I'm not 100% sure. Some testing is definitely in order. You could do a mass update on the Opportunity Product record that needs the schedule. I'm just not sure if that update would trigger the creation of the schedule records or not. That's what should be tested first.
Great video. Our challenge is with the schedule date. It seems as it the opportunity product schedule date is defaulting to the close date of the opportunity. We are selling event sponsorships way in advance of the event. Therefore I don't want the schedule date to be the close date but instead a different value on a data field that is synced back to the opportunity product. How would I change the default date value for the Schedule Date?
Hi there. This might be possible with a Record-Triggered Flow, though I haven't tried it out. You can have that starting date be populated when the record is created. I'll have to play around with this one. Have you found a solution yet?
It's possible to establish the revenue scheduling direct on opportunities products (when created) using flow?
Thanks for the question I bet you can. I haven't tried myself, but ultimately the revenue schedule are just related records.
Great video, thank you. I want to add a 6-monthly revenue installment period period. Is it possible to do that? (Salesforce only has monthly, quarterly and yearly by default)
Hey NG. That is a good question. You're right the option to do twice a year (every 6 months) is not there. I would try and get this done with a custom flow. These Product Schedule Object is available within flow, though I've never had a use for creating these records in a custom automation until you asked your question.
Here are details on the object: developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunitylineitemschedule.htm
Are you comfortable building this out in Flow?
Hey there, I did this and my schedules are still not showing up on my related tab. Is there another way to get there? Thanks!
Perhaps you don't have the Related Lists component on your lightning record page.
Go to a Product record. Click the Gear in the upper right and click Edit Page. Then drag the Related Lists component from the left hand side onto the page. That might be a fix. I'm not sure though. Hard to say without seeing your Salesforce org.