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
Whats in the Package
Managed Package Licences
Leaving A Review
Upgrading Distribution Engine
Configure Distribution Engine
Create a Map
Territory Map Zoom Levels
Territories - Technical Details
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
Custom Classification - Synchronized Tag Collections
Lead Auto-Conversion - Introduction
Distribution Classifier - Introduction
Distribution Methods - Introduction
Standard Distributor Settings
Pull Distributor Settings
Trigger Distributor Settings
Manual Distributor Settings
Distributing from a Designated User
Distributor Team Member Filters
Distributor Sort Order
Advanced Filter Mode
Distributor Test Tool
Weighting and Caps
Tracking & SLAs
Distribution Teams Introduction
Distribution Process View
Out of Office
User Availability Toggle
Distribution Engine Running User
Licensed users list
Export & Import
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 - Introduction
Configure Assignment Simulation
Assignment Simulator Result Explorer
Integrating InsideSales.com power dialer
Auto archive feature
Uploading tags via dataloader
Tuning Distribution Engine
Distribution Logs List
Territories Logs List
Lead Matching Logs List
Auto-Conversion Logs List
Custom Classification Log List
Object Sync Logs List
Scheduler Logs List
Archive Logs List
Exporting Log Data
Distribution Engine Details Object
Distribution Engine Dashboard
Reports - Leads and Distribution Logs
Skill Based Matching
Assigning Contacts - Pairing SDRs and AEs
Enforce Cap for Manually Assigned Records
Workflow Rule Examples
Timezone Bucket Formula
Has Activity Formula
Distribution Engine Details Formula
id Field to Text
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
Out of Office API
Team Members API
DE Apex API Introduction
Apex Trigger Examples
Omni-Channel Presence Integration
Salesforce Presence Integration
Invalid Email trigger
Warnings and Errors
Health Checker Messages
Distributor Failures - Records on Hold
Apex CPU time limit exceeded
Timeout when deleting a Team Member or Distributor
Records Stuck / Not Being Assigned
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
Dragon beta release - install guide
Eagle upgrade process
Gorilla Upgrade Process
Hummingbird Upgrade Process
Impala Upgrade Process
Jellyfish Upgrade Process
Koala Upgrade Process
Llama Upgrade Process
Grant Login Access
Upgrading Distribution Engine Steps
Updated by Charlie Jenkins
A Stamp represents an individual value of a stamp group; for example, your stamp group 'Priority' might have stamps of 'Critical', 'Major' and 'Minor'. Each stamp has one or more filter criteria, which determine if a record will be classified with that stamp.
- Stamps are evaluated in order.
- When a stamp's filters are met, the stamp is applied.
- Single selection stamp groups can only apply a single stamp, so no more stamps will be evaluated or applied after the first.
- All the stamps whose criteria have been met will be applied for multiple selection stamp groups.
- Only active stamps will be used for classification.
The stamp list page is available from the stamp group list by either clicking the name of the stamp group, or opening the side panel and clicking Open.
The stamp list page displays all of the stamps in your stamp group in order. It displays the name of each stamp, whether the stamp is currently being referenced in any Team or Distributor filters, criteria caps or in weighting and caps for a team, as well as the active state of the stamp. To view more information on where the stamp is being used, the stamp row can be clicked to open the stamp side panel.
Stamps can be created by clicking the Add Stamp button.
You can populate the following details for each stamp:
- Name: Name of the stamp, this must be unique within the stamp group.
- Filter: Define what criteria is used to apply the stamp. Each filter consists of a field to be referenced, an operator and a comparative value.
- Filter logic: When there is more than 1 filter row you can choose whether to use AND, OR to group these together. By default, all rows will be grouped using AND, so if you want all rows to be required, then you do not need filter logic.
- Create Active: If checked, the stamp will be created active, and can be classified immediately. If disabled, the stamp will be created inactive.
For more information on filters, you can read further in the Distribution Filters article.
Creating Stamps from Distributor Filters
Moving your distribution filters to using stamp groups, rather than complicated filters reduces the overhead at distribution time, and ensures that your filters are easy to manage.
To aid this, stamps can be created by copying existing filter clauses from a Distributor. This allows for quicker set up for stamp groups that will mimic existing distributor behaviour. To do this, click the dropdown next to Add Stamp and select 'Add Stamp from Distributor'.
To create a stamp from a distributor filter, a team and distributor must be selected. Then, up to five filters from the distributor can be copied to the stamp filter, if your distributor has more than five filters, some will need to be removed to continue.
Stamps can be edited by clicking the 'Edit' option on the row menu, they can also be edited by clicking the 'Edit' link on the side panel.
To reorder stamps, select the page menu and click the 'Reorder Stamps' option. From the window, you can drag and drop the stamps into your preferred order. Click 'Set Order' to update the order of the stamps.