---
schema_version: "1"
id: 8f11abb64af338d5009884f80dfb67c2541aba47ae0fa028ddbc6c0b0a06465e
title: Advanced Exchange Workflow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_advancedexchange_workflow.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_advancedexchange_workflow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b98c74ebf1a1a4c3a10163becb12f63f094869d24aa9fee2fdbb3b3c890353aa
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;type=5&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

## Salesforce Admin

Salesforce admins prepare the Salesforce org, assign permissions to users, and set up Advanced Exchange and related features.

- Assign the required user permissions to users. See [Advanced Exchange Permissions](https://help.salesforce.com/s/articleView?id=xcloud.aslm_advancedexchange_permission_sets.htm&release=264.0.0&type=5 "Salesforce admins, service managers, and field technicians require permissions to create and manage advanced exchange requests.") .
- Set up the advanced exchange process. See [Advanced Exchange Setup](https://help.salesforce.com/s/articleView?id=xcloud.aslm_advancedexchange_set_up.htm&release=264.0.0&type=5 "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.").

## Field Service Technician or Service Manager

The field service technician or service manager initiates Advanced Exchange to create return and replacement requests for damaged products or parts simultaneously, streamlining the process and minimizing downtime.

- The OEM (Original Equipment Manufacturer) creates a work order to inspect a specific product or part.
- Based on the work order, the service manager or field service technician inspects the product or part for any damage.
- If a replacement is needed, initiate an advanced exchange request to return the damaged item to the OEM and request a replacement.