Use Advanced Exchange to streamline the creation of return and replacement requests for
defective products or parts. Field technicians or service managers can quickly capture product
details and initiate both return and replacement requests in a single, unified process—ensuring
smooth operations with minimal disruption.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud,
Manufacturing Cloud, and Media Cloud. View edition availability. |
- Advanced Exchange Workflow
Salesforce admins configure the org, assign required permissions, and enable the Advanced Exchange feature. Once set up, field service technicians or service managers can initiate return and replacement requests for damaged products or parts—all from one place, without navigating across multiple pages in the app.
- Advanced Exchange Setup
Set up and configure Advanced Exchange to enable a unified process for creating return and replacement requests for products or parts. Assign the necessary permissions to users to create and manage advanced exchange requests.
- Advanced Exchange Requests
Easily raise an advanced exchange request to create return and replacement requests for the damaged products or parts you want to return to the manufacturer.
