Distribution Methods

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…

Updated 7 months ago

Lookup Owner

The lookup owner method searches your Salesforce org for a matching record and assigns to the owner of that record. E.g. when assigning leads, you may want to check if there is an existing account wi…

Updated 10 months ago

Load Balancing

Load balancing provides a way to achieve even distribution volumes. Despite differences in availability or tags, balancing will attempt to top up those who have received fewer assignments. With load…

Updated 7 months ago

Round Robin

This is the default and most commonly used method. Sequential assignment among the team members ensures records are assigned out evenly. Distribution Engine updates a round robin sequence after every…

Updated 7 months ago

Related Owner

The Related Owner distribution method is used by the Lead Matching feature but can also be used to assign records to the user in a User Lookup Field on related objects. This is an additional algorith…

Updated 7 months ago

Sticky Assignment

Sticky assignment. Available in conjunction with round robin or load balancing methods. Sticky assignment is used to assign duplicates to the same team member for a given time period. You may also wa…

Updated 5 months ago

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