Quick Start

This page gives a quick overview of some of the concepts needed for a basic Distribution Engine configuration. For a full list of setup steps including territories, matching, tracking etc see the full setup overview.


The core of Distribution Engine is distributing records (leads / cases etc) usually from queues to users.

  • Queues - Distribution Engine picks leads / cases from Salesforce queues. So this is the place to start. Not familiar with queues? Read Queue Basics first.
  • Creating a team - The first step is to create a Distribution team. Teams hold the users you are assigning to and the distribution rules to be used.
  • Adding and removing team members - Add some users to your team.
  • Distributors - Add one or more distributors to the team - these contain the assignment logic.
  • Distribution Settings - Start Distribution Engine.

How did we do?

Distribution Engine Overview