Distribution Methods - Introduction

Each distributor has a number of options for how it assigns (the method or algorithm). These are listed below. Standard distributors and trigger distributors have different methods available.

Each of these methods can also be combined with other features such as weighting and capping, distribution hours and tags.

Lookup Owner & Related Owner are only available on the Advanced & Unlimited Tiers.
Dynamic Owner, Current Owner and Pull are only available on the Unlimited Tier. Learn more

Method

Description

Available in distributor types

 

Round robin

Assign in order among the team members using distributor level or team level round robin order.

Standard and trigger

Learn more about round robin

Load balancing

Balance the assignment volumes among the team based on a daily, weekly or monthly period or count of active records. 

Standard and trigger

Learn more about load balancing

Lookup owner

Detect matches to other records e.g. account matching and assign to the owner of the matched record.

Standard

Learn more about lookup owner

Related Owner

Where there is already a related record (e.g. a matched account) use this method to assign to the owner of the related record. 

Standard

Learn more about related owner

Dynamic owner

Assign ownership based on a field on the object being triggered. E.g. if you are assigning cases and you had a formula field which returned the user id of a named support engineer you could assign cases to this user.

Trigger

 

Current owner

Leaves the record with the existing user but adds a distribution log to show it has been processed.

Trigger

 

Pull

Allows users to click a button on a widget to request an assignment. 

Pull

 

Sticky assignment

When using round robin or load balancing methods you can also enable sticky assignment. This assigns duplicates to the same team member for a given time period. Learn more about sticky assignment

 

 

How did we do?

Lookup Owner

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