Getting Started
Installation
Permissions
Widget & Inline Page
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
Before you Begin
Installation Overview
Whats in the Package
Triggers
Installation Process
Managed Package Licences
Page Layouts
Leaving A Review
Uninstall
Upgrading Distribution Engine
Configure Distribution Engine
Distribution Classifier
Territories
Territories Introduction
Create a Map
Import Territories
Territory Map Zoom Levels
Object Settings
Detecting Territories
Settings
Territories - Technical Details
Territory Distributor
Lead Matching
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
Custom Classification - Introduction
Stamp Groups
Stamps
Custom Classification - Synchronized Tag Collections
Lead Auto-Conversion
Lead Auto-Conversion - Introduction
Lead De-Duplication
Lead Conversion
Configuring Auto-Conversion
Auto-Conversion Rules
Distribution Classifier - Introduction
Backfill
Delay Filters
Distribution Teams
Distributors
Distribution Methods
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
Distribution Hours
Tracking & SLAs
Team Settings
Distribution Teams Introduction
Distribution Assignment Process view
Team Summary
Team Members
Team Availability
Team Performance
Assignment Rejection
Post Assignment
Stamp Rejection
Distribution Tags
Distribution Availability
Distribution Availability
Shift Hours
Out of Office
Distribution Holidays
Holiday Regions
Regional Holidays
User Availability Toggle
Distribution Settings
Distribution Settings
Calendar Integration
Advanced Settings
Distribution Engine Running User
Licensed users list
Export & Import
Import Errors
Trigger Settings
Email Notifications
Email Notifications - Introduction
Custom Email Notifications
Disabling Standard Email Notifications
Customising the Email Template
Disabling Custom Email Notifications
From Email Address
Email Notification as Flow
Assignment Simulator
Assignment Simulator - Introduction
Configure Assignment Simulation
Assignment Simulator Result Explorer
Advanced
Q2Q teams
Integrating InsideSales.com power dialer
Pardot
Auto archive feature
Uploading tags via dataloader
Salesforce Mobile
Tuning Distribution Engine
Setup Introduction
Queue Basics
Queues
Distribution Sync
Monitoring
Distribution Console
Console Introduction
Application Monitoring
Today's Distributions
Sources Console
Availability Calendar
Distribution Logs
Distribution Logs
Distribution Logs List
Territories Logs List
Lead Matching Logs List
Custom Classification Log List
Auto-Conversion Logs List
Object Sync Logs List
Scheduler Logs List
Archive Logs List
Exporting Log Data
Distribution Analytics
Distribution Engine Details Object
Distribution Engine Dashboard
Salesforce Reports
Reports - Leads and Distribution Logs
Change History
Setup Examples
Skill Based Matching
Assigning Contacts - Pairing SDRs and AEs
Delaying Distribution
Enforce Cap for Manually Assigned Records
Criteria Caps
Salesforce Admins
Workflow Rule Examples
Formula Examples
Domain Formula
Timezone Bucket Formula
Has Activity Formula
Territory Formula
Age Formula
Distribution Engine Details Formula
id Field to Text
Flow Examples
Chatter Notifications
Slack Notifications
Desktop or Mobile Notifications
Custom Assignment Rejection
Classify on Address Change
Assign on Action
Process Builder Examples
Process Builder - Avoiding Clashes
Opportunity Assignment - Updating Related Accounts & Contacts
Rejection API Process
Assign License and Permission Set on Team Member Addition
Assign License on Team Member Addition
Tasks on Record Assignment by Distribution Engine
Information for New Admins
Validation Rules
Developers
Apex API
Availability API
Classifier API
Out of Office API
Tags API
Team Members API
DE Apex API Introduction
Rejection API
System API
Trigger Distribution API
Apex Trigger Examples
Omni-Channel Presence Integration
Salesforce Presence Integration
Invalid Email trigger
Custom Triggers
Visualforce Examples
Troubleshooting
Warnings and Errors
Health Checker Messages
Scheduler Restarted
Distributor Failures - Records on Hold
Assignment Errors
Classifier Errors
Apex CPU time limit exceeded
Timeout when deleting a Team Member or Distributor
Records Stuck / Not Being Assigned
Support
Previous Releases
2.9
3
4
4.12
4.15
Armadillo
Bison
Chameleon
Dragon
Dragon beta release - install guide
Eagle upgrade process
Eagle
Fox
Gorilla
Gorilla Upgrade Process
Hummingbird
Hummingbird Upgrade Process
Impala
Impala Upgrade Process
Jellyfish
Jellyfish Upgrade Process
Koala
Koala Upgrade Process
Llama
Llama Upgrade Process
Meerkat
Meerkat Upgrade Process
Upgrade Links
Frequently Asked Questions
Legacy Widget - New status
Distribution Engine Aborted
Alerts not Firing
Distribution Engine Delayed
Can one Distributor Assign from Multiple Queues / Users?
Can't See Distribution Engine
Distribution Engine Not Running
Manual Shutdown of Distribution Engine
Exclude members from Holidays
Distribution Engine Health Checker Restart
Dashboard Running User Error
Assignments going to wrong user
Contact Support
Grant Login Access
Upgrading Distribution Engine Steps
Purchase
Purchasing Steps
Purchasing FAQs
Support Packages
Legal Agreement Details
GDPR
Policies
Migrating Licences
Contact us
Latest Release
- All Categories
- Monitoring
- Distribution Console
- Application Monitoring
Application Monitoring
The application monitoring console page displays the current system status of Distribution Engine and its four major running components:
- The scheduler, responsible for distributing records
- The health checker, responsible for recovering other components of Distribution Engine in the event of an error
- The classifier, which can process records and assign them territories, or performing lead matching and autoconversion
- Object Sync, which can ensure that children of assigned objects are updated to the same owner as their parents.
This page can be used as a general indicator of system status, displaying whether the system is running, and if any major problems have been encountered.
Component Information
Status : This displays the current state of the component:
| Not Configured | If Classifier or Object Sync have not been configured for use, no icon will be displayed. | |
Not Running | The component has been configured, but is not currently running. | ||
Running | The component is running without major issues | ||
Running with Warnings | The component is running, but there are some issues that need addressing. The warnings will be displayed in the component area. | ||
Errored | The component failed to run due to an error. The error details will be displayed in the component area. |
Initiation: For running components, this shows which Salesforce User started the component, and when they started it.
Processing Mode: Displayed on the scheduler and component while the scheduler is running, this shows the processing mode in use.
Frequency: Displayed on the scheduler and health checker components while running, this shows how often the component is running. This is configurable from advanced settings.
Errors: Displays how many scheduler errors have occurred in the past day . Clicking the number of errors links through to the scheduler logs page.
Restarts: Displays how many components health checker has restarted in the past day . Clicking the number of errors links through to the scheduler logs page.
Additional Info
The additional info section displays some general information about Distribution Engine on your org.
Licenses: This displays how many licenses are used out of the total number of licenses assigned to your org. Clicking this takes you to the licensed users page.
DE Version: This displays the version number of distribution engine, and the named milestone release.
Expiry Date: If your Distribution Engine license is due to expire soon, for example if you are on a trial or if you have recently cancelled,
Licensed Running User Warning; If one of the running users for the components is missing a managed package license, this will be displayed in the Additional Information section.