---
schema_version: "1"
id: fac129ef59b2c77b96ab9e485fb11cf254ff9ee181b255650285931faa2e147a
title: Set Up Traceability
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_async_processing_trace_redemption.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_async_processing_trace_redemption.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e16bba3f51b10fc248313716508651ecdc9ff09372ff2e5759ebf595de7655ac
description: To link redemption transactions directly to source accrual transactions, turn on traceability for redeemable currencies. Set up Data Processing Engine definitions and invocable actions to process trace records and expire points.
products:
  - Loyalty Management
release: "264"
---
# Set Up Traceability

To link redemption transactions directly to source accrual transactions, turn on traceability for redeemable currencies. Set up Data Processing Engine definitions and invocable actions to process trace records and expire points.

### 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 in&nbsp;<strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management - Growth or Loyalty Management - Advanced.</td></tr></tbody></table>

Use this flowchart to navigate the key decisions and configuration steps required to set up traceability.

![Steps to set up traceability for activity-based and fixed-duration currencies](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/loyalty_traceability_flowchart.png)

1. **[Enable Traceability Settings](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_enable_traceability_settings.htm&release=264.0.0&type=5)**  
    To link redemption transactions directly to source accrual transactions, turn on traceability for redeemable currencies with the fixed-duration expiration, activity-based expiration, or both.
2. **[Set Up Data Processing Engine Definitions for Traceability](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_trace_usage_of_points.htm&release=264.0.0&type=5)**  
    After you turn on traceability, set up invocable actions and Data Processing Engine definitions to process trace records.
3. **[Impact of Asynchronous Point Tracing on Loyalty Processes](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_async_processing_considerations.htm&release=264.0.0&type=5)**  
    Based on the data volume and currency-type, turn on asynchronous point tracing. When you turn on asynchronous tracing, pending traceability records are created in real time and processed asynchronously. Review how pending traceability records affect various processes, such as point expiration, redemptions, and transfers.
4. **[Enable Tracing and Create Currency Subtypes to Control Liability](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_create_currency_subtypes_control_liability.htm&release=264.0.0&type=5)**  
    After you enable traceability settings, for each currency for which you want to create trace records, enable ledger tracing. If necessary, create currency subtypes to categorize points. Use these subtypes to specify which points are accrued from a transaction or a promotion, define the consumption order for redemptions, and restrict usage based on transaction types.