Installation Overview

Before you begin  - some common questions and considerations before installing

What's in the package - a list of the components in the managed package

Installation process - step by step instructions on how to install

Licences - how to grant Distribution Engine licences to users. *Not required for sandboxes

Permissions - how to enable user access using permission sets

Page layouts - add Distribution Engine to lead, case and opportunity page layouts.

Email notifications - turn on Email notifications to notify users when they receive assignments, alerts or auto-reassigns.

Widget - enable the Distribution Engine home page component for notifications / availability toggle and pull distribution button.

Advanced install topics

Adding the Widget to Service Cloud Console - if you are using Sales or Service console you can add the Distribution Engine widget as a component

How did we do?

Before you Begin

Whats in the Package