Advanced

Q2Q teams

There are some scenarios where, rather than assigning to specific users, you want the Distribution Engine to round robin between a number of queues. The Distribution Engine allows you to distribute f…

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Integrating InsideSales.com power dialer

You can integrate Distribution Engine and InsideSales.com PowerDialer very easily. In the most common setup Distribution Engine will be responsible for filtering and allocating Leads fairly from your…

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Pardot

Pardot will automatically synchronise with Salesforce CRM. Prospects in Pardot will either be created as Salesforce Leads, or where a contact in Salesforce already exists it will be updated to reflec…

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Auto archive feature

Some customers leave large volumes of records in Distribution Engine queues which, due to the filters, are never assigned. Functionally, this is perfectly valid. However, it has been reported by Sale…

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Uploading tags via dataloader

For some customers the tag assignment UI is very slow for making large numbers of changes to tag assignment. This article describes a workaround - using dataloader to update the config directly witho…

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Salesforce Mobile

You can view Distribution Engine progress in Salesforce mobile. Follow the steps below to configure this. Add Distribution Console to Salesforce1 navigation. Add the Distribution Engine Console to yo…

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Tuning Distribution Engine

Distribution Engine is a native Salesforce application - it's written using Force.com and lives entirely in your own Salesforce organization. This has many benefits but it also means we must respect…

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