Widget & Inline Page

Classic - Distribution Engine Inline Page

Distribution Engine includes an inline page for lead, contact, opportunity, account and case. This allows you to see Distribution Engine history for the record you are on and against filters without…

Updated 1 month ago

Lightning - Distribution Engine Record Detail

Distribution Engine includes a Lightning component for record pages. This allows you to see Distribution Engine history for the record you are on and test it against distributors without leaving the…

Updated 5 months ago

Widget - Introduction

Distribution Engine has a Widget which provides users the ability to toggle on/off , use pull distributors and view their assignments and missed SLAs. See below for instructions on adding the widget.…

Updated 1 month ago

Adding Widget to a Lightning App

You can add the Distribution Engine widget to the utility bar in lightning experience apps, including both standard and console navigation. The steps below demonstrate adding the widget to the Lightn…

Updated 5 months ago

Adding Widget to a Lightning Page

Salesforce Lightning experience allows you to add components to various pages, like the home page or record pages. You can add the Distribution Engine widget to the page of your choice within the Lig…

Updated 1 month ago

Adding Widget to Salesforce Mobile

To add the Widget to your mobile navigation you'll first need to create a widget tab. Go into Salesforce Setup. Search for Tab. Click Tabs. Scroll down to Visualforce Tabs and click New. Choose the "…

Updated 1 month ago

Adding Widget to a Classic Console

If you are using the Sales or Service Cloud Console you can use the Distribution Engine Widget in the console. This enables agents to toggle their availability, view their current status within teams…

Updated 1 month ago

Adding Widget to Classic Homepage

The Distribution Engine uses a homepage component known as the Widget in the left sidebar. This shows current statuses and allows manual pulling of records. The Widget can be shown in standard Salesf…

Updated 5 months ago

Changing the Widget logout reason list

The Distribution Engine widget includes the ability to allow users to control their availability using a toggle, you can also force users to specify a reason when toggling offline. This reason come p…

Updated 1 month ago

Contact