About Sales Activities Auto Traces
Prerequisites for Sales Activities Auto Traces
Use auto-traces to configure rules for the automatic creation of activities based on the creation, update or deletion of a Sales Account, Contact, Block or Activity. Use owner mapping to assign specific activities to a different owner on behalf of an owner. Activity trace codes are selected in Sales Accounts, Contacts, Blocks or Activities to auto-generate activities for the entity, based on the Activity Trace Definition.
Complete the following configuration: