Getting Started
Installation
Permissions
Widget & Inline Page
Classic - Distribution Engine Inline Page
Lightning - Distribution Engine Record Detail
Widget - Introduction
Adding Widget to a Lightning App
Adding Widget to a Lightning Page
Adding Widget to Salesforce Mobile
Adding Widget to a Classic Console
Adding Widget to Classic Homepage
Changing the Widget logout reason list
Before you Begin
Installation Overview
Whats in the Package
Triggers
Installation Process
Managed Package Licences
Page Layouts
Leaving A Review
Uninstall
Upgrading Distribution Engine
Configure Distribution Engine
Distribution Classifier
Territories
Territories Introduction
Create a Map
Import Territories
Territory Map Zoom Levels
Object Settings
Detecting Territories
Settings
Territories - Technical Details
Territory Distributor
Lead Matching
Lead Matching - Introduction
Duplicate Rule Setup
Related Owner - Lead Matching
Lead matching vs lookup owner
Classifier Lead Matching Setup
Lead to Account/Contact/Lead Settings
Custom Classification
Custom Classification - Introduction
Stamp Groups
Stamps
Custom Classification - Synchronized Tag Collections
Lead Auto-Conversion
Lead Auto-Conversion - Introduction
Lead De-Duplication
Lead Conversion
Configuring Auto-Conversion
Auto-Conversion Rules
Distribution Classifier - Introduction
Backfill
Delay Filters
Distribution Teams
Distributors
Distribution Methods
Distribution Methods - Introduction
Lookup Owner
Load Balancing
Round Robin
Related Owner
Sticky Assignment
Distributors Introduction
Distributor Types
Standard Distributor Settings
Pull Distributor Settings
Trigger Distributor Settings
Manual Distributor Settings
Distributor Sources
Distributing from a Designated User
Distributor Filters
Distributor Team Member Filters
Distributor Sort Order
Advanced Filter Mode
Distributor Test Tool
Weighting and Caps
Distribution Hours
Tracking & SLAs
Team Settings
Distribution Teams Introduction
Distribution Assignment Process view
Team Summary
Team Members
Team Availability
Team Performance
Assignment Rejection
Post Assignment
Stamp Rejection
Distribution Tags
Distribution Availability
Distribution Availability
Shift Hours
Out of Office
Distribution Holidays
Holiday Regions
Regional Holidays
User Availability Toggle
Distribution Settings
Distribution Settings
Calendar Integration
Advanced Settings
Distribution Engine Running User
Licensed users list
Export & Import
Import Errors
Trigger Settings
Email Notifications
Email Notifications - Introduction
Custom Email Notifications
Disabling Standard Email Notifications
Customising the Email Template
Disabling Custom Email Notifications
From Email Address
Email Notification as Flow
Assignment Simulator
Assignment Simulator - Introduction
Configure Assignment Simulation
Assignment Simulator Result Explorer
Advanced
Q2Q teams
Integrating InsideSales.com power dialer
Pardot
Auto archive feature
Uploading tags via dataloader
Salesforce Mobile
Tuning Distribution Engine
Setup Introduction
Queue Basics
Queues
Distribution Sync
Monitoring
Distribution Console
Console Introduction
Application Monitoring
Today's Distributions
Sources Console
Availability Calendar
Distribution Logs
Distribution Logs
Distribution Logs List
Territories Logs List
Lead Matching Logs List
Custom Classification Log List
Auto-Conversion Logs List
Object Sync Logs List
Scheduler Logs List
Archive Logs List
Exporting Log Data
Distribution Analytics
Distribution Engine Details Object
Distribution Engine Dashboard
Salesforce Reports
Reports - Leads and Distribution Logs
Change History
Setup Examples
Skill Based Matching
Assigning Contacts - Pairing SDRs and AEs
Delaying Distribution
Enforce Cap for Manually Assigned Records
Criteria Caps
Salesforce Admins
Workflow Rule Examples
Formula Examples
Domain Formula
Timezone Bucket Formula
Has Activity Formula
Territory Formula
Age Formula
Distribution Engine Details Formula
id Field to Text
Flow Examples
Chatter Notifications
Slack Notifications
Desktop or Mobile Notifications
Custom Assignment Rejection
Classify on Address Change
Assign on Action
Process Builder Examples
Process Builder - Avoiding Clashes
Opportunity Assignment - Updating Related Accounts & Contacts
Rejection API Process
Assign License and Permission Set on Team Member Addition
Assign License on Team Member Addition
Tasks on Record Assignment by Distribution Engine
Information for New Admins
Validation Rules
Developers
Apex API
Availability API
Classifier API
Out of Office API
Tags API
Team Members API
DE Apex API Introduction
Rejection API
System API
Trigger Distribution API
Apex Trigger Examples
Omni-Channel Presence Integration
Salesforce Presence Integration
Invalid Email trigger
Custom Triggers
Visualforce Examples
Troubleshooting
Warnings and Errors
Health Checker Messages
Scheduler Restarted
Distributor Failures - Records on Hold
Assignment Errors
Classifier Errors
Apex CPU time limit exceeded
Timeout when deleting a Team Member or Distributor
Records Stuck / Not Being Assigned
Support
Previous Releases
2.9
3
4
4.12
4.15
Armadillo
Bison
Chameleon
Dragon
Dragon beta release - install guide
Eagle upgrade process
Eagle
Fox
Gorilla
Gorilla Upgrade Process
Hummingbird
Hummingbird Upgrade Process
Impala
Impala Upgrade Process
Jellyfish
Jellyfish Upgrade Process
Koala
Koala Upgrade Process
Llama
Llama Upgrade Process
Meerkat
Meerkat Upgrade Process
Upgrade Links
Frequently Asked Questions
Legacy Widget - New status
Distribution Engine Aborted
Alerts not Firing
Distribution Engine Delayed
Can one Distributor Assign from Multiple Queues / Users?
Can't See Distribution Engine
Distribution Engine Not Running
Manual Shutdown of Distribution Engine
Exclude members from Holidays
Distribution Engine Health Checker Restart
Dashboard Running User Error
Assignments going to wrong user
Contact Support
Grant Login Access
Upgrading Distribution Engine Steps
Purchase
Purchasing Steps
Purchasing FAQs
Support Packages
Legal Agreement Details
GDPR
Policies
Migrating Licences
Contact us
Latest Release
- All Categories
- Developers
- Apex API
- Tags API
- Tags API
Tags API
The DE Apex API includes methods to create and update tag collections, assign / unassign tags and get user's tag assignments.
Create or Update Tags
global static void createOrUpdateTags(String tagCollectionName, Set<String> tagNames)
Creates a new Tag Collection or updates an existing Tag Collection with new Tags. If a Tag Collection already exists with the given name, only Tags that do not already exist will be added to the collection.
Example
Add a new Tag Collection called 'Languages' containing 'Spanish', 'French', 'German' and 'English' Tags
n2de.GlobalAPITags.createOrUpdateTags('Languages', new Set<String> {'Spanish', 'French', 'German', 'English'});
- A Tag Collection name cannot be blank or longer than 30 characters
- The number of Tags provided cannot exceed 1000
- The length of each Tag cannot exceed 50 characters
- The set of Tags provided must contain case-insensitive, unique values e.g. abc and ABC are considered to be non-unique tag names
Assign User Tags
global static void assignUserTags(Map<String, Set<TagCollectionDTO>> usersWithTags)
Assign Tags from one or more collections to users. The parameter passed to this method is a map of User Ids and a Set of TagCollectionDTOs. Each TagCollectionDTO describes a Tag Collection and the Tags within that collection. Each Tag referenced in the TagCollectionDTO will be assigned to the user.
- The total number of Tags can not exceed 5000
- The users referenced in the input parameters must be active and part of a Distribution Team
- The Tag Collections and Tags must already exist
Example
In the example below, Tags from two Tag Collections ('Languages' and 'Fuel Types') are assigned to two users: Andy and Barclay. Andy and Barclay are members of a Distribution Team and each underlying User object is active.
// Active User Ids that are members of a Distribution Team
String andyId = // Andy's User.Id;
String barclayId = // Barclay's User.Id;
// Tag assignments for Andy
n2de.TagCollectionDTO andyLanguages = new n2de.TagCollectionDTO('Languages', new Set<String> {'Spanish', 'German'});
n2de.TagCollectionDTO andyFuelTypes = new n2de.TagCollectionDTO('Fuel Types', new Set<String> {'Diesel', 'Petrol'});
// Tag assignments for Barclay
n2de.TagCollectionDTO barclayLanguages = new n2de.TagCollectionDTO('Languages', new Set<String> {'English', 'Portuguese'});
n2de.TagCollectionDTO barclayFuelTypes = new n2de.TagCollectionDTO('Fuel Types', new Set<String> {'Solar'});
// User Ids to TagCollectionDTOs map
Map<String, Set<n2de.TagCollectionDTO>> userTagsMap = new Map<String, Set<n2de.TagCollectionDTO>> {
andyId => new Set<n2de.TagCollectionDTO> { andyLanguages, andyFuelTypes},
barclayId => new Set<n2de.TagCollectionDTO> {barclayLanguages, barclayFuelTypes}
};
// Assign
n2de.GlobalAPITags.assignUserTags(userTagsMap);
Unassign User Tags
global static void unassignUserTags(Map<String, Set<TagCollectionDTO>> usersWithTags)
Unassign Tags from one or more users. The parameter passed to this method is a map of User Ids and a Set of TagCollectionDTOs. Each TagCollectionDTO describes a Tag Collection and the Tags within that collection. Each Tag referenced in the TagCollectionDTO will be unassigned from users.
- The total number of Tags to unassign can not exceed 5000
- The users referenced in the input parameters must be active and part of a Distribution Team
- The Tag Collections and Tags must already exist
Example
In the example below, Tags from two Tag Collections ('Languages' and 'Fuel Types') will be unassigned from two users: Andy and Barclay. Andy and Barclay are members of a Distribution Team and each underlying User object is active.
// Active User Ids that are members of a Distribution Team
String andyId = // Andy's User.Id;
String barclayId = // Barclay's User.Id;
// Tags to unassign from Andy
n2de.TagCollectionDTO andyLanguages = new n2de.TagCollectionDTO('Languages', new Set<String> {'Spanish'});
n2de.TagCollectionDTO andyFuelTypes = new n2de.TagCollectionDTO('Fuel Types', new Set<String> {'Diesel', 'Petrol'});
// Tags to unassign from Barclay
n2de.TagCollectionDTO barclayLanguages = new n2de.TagCollectionDTO('Languages', new Set<String> {'Portuguese'});
n2de.TagCollectionDTO barclayFuelTypes = new n2de.TagCollectionDTO('Fuel Types', new Set<String> {'Solar'});
// User Ids to TagCollectionDTOs map
Map<String, Set<n2de.TagCollectionDTO>> userTagsMap = new Map<String, Set<n2de.TagCollectionDTO>> {
andyId => new Set<n2de.TagCollectionDTO> { andyLanguages, andyFuelTypes},
barclayId => new Set<n2de.TagCollectionDTO> {barclayLanguages, barclayFuelTypes}
};
// Unassign
n2de.GlobalAPITags.unassignUserTags(userTagsMap);
Get Assigned User Tags
global static Map<String, Set<TagCollectionDTO>> getAssignedUserTags()
Get the Tags assigned to users who are members of a Distribution Team. The getAssignedUserTags method returns a map of user Ids and a set of TagCollectionDTO. Each TagCollectionDTO describes a single Tag Collection and the Tags that are assigned to the user from that collection. Only assignments for members of active Distribution Teams, whose underlying User objects are also active, will be returned.
Example
// Get the assigned user tags
Map<String, Set<n2de.TagCollectionDTO>> userTags = n2de.GlobalAPITags.getAssignedUserTags();
// Iterate over users and display their assigned tags
for (String userId : userTags.keySet()) {
Set<n2de.TagCollectionDTO> tagCollectionDTOS = userTags.get(userId);
System.debug('User Id : ' + userId + ' has the following tags assigned: ');
for (n2de.TagCollectionDTO dto : tagCollectionDTOS) {
System.debug('Tag Collection : ' + dto.TagCollectionName + ' ' + dto.TagNames);
}
}