Product Scheduler User Manual for Sales 360
October 16, 2025 - Reading time: 202 minutes

Product Scheduler User Manual for Sales 360

1. System Overview and Core Components

The Product Scheduler is implemented using a central Custom Object in Sales 360 to store all scheduling rules.

Component Sales 360 Mapping Purpose
Scheduled Entity Standard Product Object or Standard Category Object The item whose availability is being controlled.
Schedule Rule Custom Object: Product Schedule Stores the core logic: dates, times, days, and recurrence. This object uses the product_id field to store either a Product ID or a Category ID, differentiated by the entity_type field.
Frontend Integration Experience Cloud (E-commerce Site) Custom Component/Flow Enforces the availability rules for customers viewing the catalog.
Automation Scheduled Flows/Triggers Checks rules against the current date/time to determine entity availability.

2. Access and Administration (Product Manager Role)

The scheduling tool is accessed via the Sales 360 Product Manager App.

2.1. Navigating to the Scheduler

  1. Log in to Sales 360.

  2. Navigate to the Product Manager App.

  3. Click the Product Schedules tab (Custom Object tab).

2.2. Creating a New Schedule Rule

All scheduling rules are managed in a single interface, separated by entity type (Product or Category).

  1. Click New on the Product Schedules list view.

  2. Fill in the required fields:

Field Description productscheduler.sh Mapping
Entity Type Select either Product or Category. entity_type
Product / Category Use a lookup field to link the specific Product or Category record. product_id (used for both)
Status Toggle to enable or disable the rule. status
Schedule Type Select Daily (for a specific date/time) or Weekly (for recurring days). schedule_type

2.3. Defining Schedule Logic

The visibility logic depends on the selected Schedule Type.

A. Daily (Specific Date/Time) Schedule

Use this for one-time events, such as a flash sale, or a product that launches on a specific date.

  • Date: Select the exact calendar date the entity should be available. This field is optional for general recurring schedules.

  • Time Start: Set the time (HH:MM) when the entity becomes available.

  • Time End: Set the time (HH:MM) when the entity becomes unavailable.

    • Example: Set Date to "2025-10-25," Time Start to "10:00:00," and Time End to "14:00:00" to make it available for 4 hours on that day.

B. Weekly (Recurring) Schedule

Use this for regular weekly schedules, like products only available on weekends.

  • Days of Week: Select one or more days (Sunday=0 to Saturday=6).

  • Time Start / Time End: Set the time window for the selected days.

    • Example: Select Days of Week as "Saturday, Sunday," Time Start as "08:00:00," and leave Time End empty to make it available all day Saturday and Sunday.

  • Recurring: Check the Recurring checkbox to ensure the rule repeats every week.

2.4. Viewing Existing Schedules

The Product Schedules tab displays a list of all active and inactive schedules.

  • Product Schedules Tab: Displays schedules where the Entity Type is 'Product'.

  • Category Schedules Tab: Displays schedules where the Entity Type is 'Category'.

3. Frontend Behavior (Customer View)

When a customer views a Product or Category on the e-commerce site (Experience Cloud), the system checks all active schedule rules against the current time.

3.1. Product View Page

If a Product is currently unavailable based on an active schedule rule:

  • The "Add to Cart" button is automatically hidden or disabled.

  • A clear, prominent message is displayed to the customer detailing when the product will be available.

    • Example Message: "This product will be available on the following dates: Every Monday, Wednesday from 11:00 to 13:00".

3.2. Category View Page

If an entire Category is currently unavailable based on an active schedule rule:

  • Instead of disappearing from the navigation menu (as in previous versions), the customer who clicks the Category link will be taken to a page that replaces the product list with the "unavailable" message.

  • This message will provide the schedule information for the category.

  • Note: The system prevents customers from purchasing any product whose parent category is unavailable, even if the product itself has no schedule.

Related

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