Email Notifications - Introduction

If you would like your team members to be notified when Distribution Engine assigns, alerts or reassigns then you can enable the Flows provided with the package.

• From Salesforce Setup area:
  • Enter 'Flows' in the Quick Find and click into that option.
• Locate and activate the following Flows:
  • 'DE Email Notification on log update'
  • 'DE Email Notification on new log'
• If you are utilizing Salesforce Teams, and the Distribution Engine feature to assign Team Roles activate the following Flows:
  • 'DE Email Team Role Notification on log update'
  • 'DE Email Team Role Notification on new log'

Activation when in Lightning Experience is done by clicking the arrow at the end of the row and selecting 'View Details and Versons'. Activation when in Salesforce Classic is done by clicking on the Flow's name.

The next page will show further details and a link to 'Activate' the Flow. Click 'Activate'

Enabling the Flows will enable the notifications for all distributors. You can turn these notifications off on a per distributor basis from the Post Assignment section of a team. 

What fields are shown on standard Emails?

The fields below are included on the standard Distribution Engine Email notifications. Please remember this is simply a notification for the rep / agent that they need to check their Salesforce view. Full details (e.g. descriptions on cases) are not shown in order to encourage users to work within Salesforce and update records while working.

Lead fields

• Name
• Source
• Company
• Rating
• Status

Opportunity fields

• Name
• Source
• Type
• Stage

Case fields

• Case number
• Subject
• Priority
• Type
• Account
• Contact
• Status

Examples

Lead assignment (example of Email notification to rep)

Case assignment (example of Email notification to agent)