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.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
