Salesforce admins, service managers, and field technicians require permissions to
create and manage advanced exchange requests.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud,
Manufacturing Cloud, and Media Cloud. View edition availability. |
Here are the permission sets that each persona must have to set up and use Advanced
Exchange.
| Persona |
Permission Set |
| Admin |
- Service Part Return Management
- Manage Users
- Manage Profiles and Permission Sets
|
| Field Service Technician or Service Manager |
- Service Part Return Management
|
