Quick Start

Distribution Engine Overview

Permissions

Permission Set Overview

Custom Permissions

Manage Personas

Persona Assignment

Classic - Distribution Engine Inline Page

Lightning - Distribution Engine Record Detail

Widget - Introduction

Adding Widget to a Lightning App

Adding Widget to a Lightning Page

Adding Widget to Salesforce Mobile

Adding Widget to a Classic Console

Adding Widget to Classic Homepage

Changing the Widget logout reason list

Distributor Test Tool (Legacy)

Before you Begin

Installation Overview

Whats in the Package

Triggers

Installation Process

Managed Package Licences

Page Layouts

Leaving A Review

Uninstall

Upgrading Distribution Engine

Territories Introduction

Create a Map

Import Territories

Territory Map Zoom Levels

Object Settings

Detecting Territories

Settings

Territories - Technical Details

Territory Distributor

Lead Matching - Introduction

Duplicate Rule Setup

Related Owner - Lead Matching

Lead matching vs lookup owner

Classifier Lead Matching Setup

Lead to Account/Contact/Lead Settings

Custom Classification - Introduction

Stamp Groups

Stamps

Custom Classification - Synchronized Tag Collections

Lead Auto-Conversion - Introduction

Lead De-Duplication

Lead Conversion

Configuring Auto-Conversion

Auto-Conversion Rules

Distribution Classifier - Introduction

Backfill

Delay Filters

Distribution Methods - Introduction

Lookup Owner

Load Balancing

Round Robin

Related Owner

Sticky Assignment

Distributors Introduction

Distributor Types

Standard Distributor Settings

Pull Distributor Settings

Trigger Distributor Settings

Manual Distributor Settings

Distributor Sources

Distributing from a Designated User

Distributor Filters

Distributor Team Member Filters

Distributor Sort Order

Advanced Filter Mode

Distributor Test Tool

Weighting and Caps - Introduction

Caps

Capping by Tags

Weighting

Team Hours

Team Holiday Region

Team Member Distribution Hours

Shift Planner

Tracking and SLAs

Action Tracking

Distribution SLAs

Auto Reassign

Stamp SLAs

Tracked Assignees

Team Settings

Active status

Assignment Field

Distribution Teams Introduction

Distribution Assignment Process view

Team Summary

Team Members

Team Availability

Team Performance

Assignment Rejection

Post Assignment

Stamp Rejection

Distribution Tags - Introduction

Tag Collections

DE Apex API Introduction

This feature is available on the Advanced & Ultimate Tiers. Learn more

Distribution Engine includes an Apex API consisting of global apex classes to access Distribution Engine features programmatically.

Availability

Class	Method	Description
n2de.DistributionEngineGlobal	getUserAvailabilityAllTeams	Return online status for every Salesforce user in a DE team.
n2de.DistributionEngineGlobal	getAvailabilityByUser	Return online status for a given Salesforce user Id.
n2de.DistributionEngineGlobal	toggleUsers	Toggle a list of users on or offline in DE.

Classifier

Class	Method	Description
n2de.GlobalAPIClassifier	classifyRecords	Perform the requested classification on a given list of records.
n2de.GlobalAPIClassifier	bulkClassifyRecords	Perform the requested classification on a given list of records, accepts multiple configurations.

Out of Office

Class	Method	Description
n2de.GlobalAPIOutOfOffice	createOutOfOffices	Create out of office entries for the given users.
n2de.GlobalAPIOutOfOffice	deleteOutOfOffice	Delete an out of office entry.
n2de.GlobalAPIOutOfOffice	updateOutOfOffice	Update an out of office entry.

Rejection

Class	Method	Description
n2de.GlobalAPIReject	rejectAssignment	Reject one assignment giving a reason
n2de.GlobalAPIReject	rejectAssignments	Reject multiple assignments with reasons for each.

Team Members

Class	Method	Description
n2de.GlobalAPITeamMembers	addTeamMembersToTeam	Add new members to a team.
n2de.GlobalAPITeamMembers	removeTeamMembersFromTeam	Remove existing members from a team.
n2de.GlobalAPITeamMembers	assignShiftToTeamMembers	Assign a shift to existing team members.

Trigger Distribution

Class	Method	Description
n2de.GlobalAPITriggerDistribution	distributeObjectsInsideTrigger	When called from a trigger, will distribute all of the records that are part of that trigger, using the configured trigger distributors. If a "Is Trigger Enabled" field is defined, will only distribute those records where the field is checked. The records will be updated with the assignee but won't be saved, that will be left for the trigger.
n2de.GlobalAPITriggerDistribution	distributeObjectsInsideTrigger(List<SObject>)	When called from a trigger, will distribute all of the provided records using the configured trigger distributors. The records will be updated with the assignee but won't be saved, that will be left for the trigger.
n2de.GlobalAPITriggerDistribution	distributeObjects	Will distribute all of the provided records using the configured trigger distributors. The records will be updated with the assignee and saved.

System

Class	Method	Description
n2de.DistributionEngineGlobal	hasSchedulerFailed	Check if the Distribution Engine jobs have stopped running.
n2de.DistributionEngineGlobal	runHealthChecker	Run health checker to check and auto-restart DE in the event of any issues.

Class	Method	Description
n2de.GlobalAPITags	createOrUpdateTags	Create a new tag collection or update an existing tag collection with new tags.
n2de.GlobalAPITags	assignUserTags	Assign tags to users.
n2de.GlobalAPITags	unassignUserTags	Remove tags from users.
n2de.GlobalAPITags	getAssignedUserTags	Retrieve the tags assigned to users in DE.

DE Apex API Introduction

Availability

Classifier

Out of Office

Rejection

Team Members

Tags

Trigger Distribution

System

How did we do?

Rejection API

Related Articles

Rejection API

System API

Trigger Distribution API