I agree with Coyote that his method is generally the safest way to go about it.
But some teams don't work so well--this was one of my 2012 teams--I had Cano and Altuve as a 2B platoon--I had Altuve's remove for defensive replacement box checked, but often Cano would pinch hit and be out of the game before the 8th inning came along---Hal would remove Altuve anyway and put in Nunez (2b 4 e71) as the replacement--Just warning that the remove 4 def check box is a hard setting.
http://onlinegames.strat-o-matic.com/team/1110342On the other hand the team strategy is not a hard setting--the problem with it is HAL may not make the move at all, especially with a just 1 or 2 run lead--more often the change is made with a larger lead.
I've found if you combine the team strategy and remove check box, you get the change you want if the players are available, but be prepared for bad situations if the defensive player is not available.
I had to change my settings on the above team as Cano was already used often. Hal seemed never to be able to make the double switch with Cano, Altuve and the pitchers spot--even though they hit 9-1 in the lineup and all Hal had to do was put in the pitcher in the 1 hole and leave Cano 9 after he PH. (it was a no-DH team which made it worse--Cano would PH often after a LH starter was removed)