Setup Introduction

Distribution Engine setup has three areas- Distribute, Classify and Track. It is useful to understand all three but you can start with just Distribute; the others are optional. If you'd like any help, drop our support team an email.


The core of Distribution Engine is distributing records (leads / cases etc.), usually from queues to users.

  • Queues - Distribution Engine picks leads / cases from Salesforce queues. So this is the place to start. Not familiar with queues? Read Queue Basics first.
  • Creating a team - The first step is to create a Distribution team. Teams hold the users you are assigning to and the distribution rules to be used.
  • Adding and removing team members - Add some users to your team.
  • Distributors - Add one or more distributors to the team. Distributors contain the assignment logic.
  • Distribution Settings - Start Distribution Engine.


The classifier allows you to stamp territory and lead matching information onto your records before you assign them. This can make your setup a lot simpler to maintain. It is an optional step you can always explore later.


You can set up tracking to monitor and enforce follow-up times. This is an optional step you can always explore later.


You can set up Email notifications or real time notifications using the DE widget in Lightning.

How did we do?

Queue Basics