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
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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
Table of Contents
- All Categories
- Latest Release
- Introducing Nightingale!
Introducing Nightingale!
Updated by Charlie Jenkins
Release Overview:
Introducing the Nightingale release! Packed with new features to help optimise your configuration and get the most out of your teams!
Enhancements to custom classification now allow each record type to have unique rejection and SLA behaviors, enabling consolidation of complicated setups.
New functionality has been added around user toggles, allowing for a temporary, timed toggle off, as well as enabling all users to be toggled on or off at the start of a day, reducing the need to manager user’s toggles.
Plus, enjoy a whole host of supporting features that improve distribution methods and other areas of functionality.
Nightingale was released in July 2024.
Custom Classification - Stamp Rejection & SLAs
Do you feel like your DE team structure is more complicated than it needs to be? Are you creating extra team structures to handle more complex scenarios?
You can now use Custom Classification to further consolidate your teams! Custom Classification has been expanded to allow each stamp to have a unique rejection behavior within a team, meaning that records can be escalated or rejected to different users or queues within a single distributor, depending on the type of record. SLAs have also been enhanced to allow for different SLA times to be set for different stamps, ensuring that critical records can be addressed promptly without the need to manage additional teams.
Using these new features of Custom Classification, you can now consolidate teams which previously represented the same groups of people, but were seperated to allow for differing SLAs/Rejection behaviours for different types of record.
User Availability Toggle & Shift improvements
Do your reps forget to toggle themselves back on after lunch? Tired of time-critical assignments going to reps before they arrive at their desk in the morning?
The new Timer Toggles enhancement expands User Availability toggles, allows users to toggle themselves off for a set period of time, automatically toggling them on again after, allowing them to step out for lunch or attend meetings with no reliance on them remembering to toggle back on.
Additionally, toggles can now be set to automatically turn off or on at the end of the working day, ensuring that when the next day begins, all users are either toggled on and ready to go, or need to toggle themselves on to begin accepting records.
These features combined mean that it's easier than ever to ensure your reps are recieving records when they can work them, and not recieving them when they can't.
Trigger & Lookup Owner Distributor Enhancements
Are you looking for low volume, high speed distribution? Trigger Distribution has now been enhanced to support any object, providing even more flexibility for Distribution Engine to solve your business problems . In addition to this, Trigger Distribution has been enabled for all Distribution Engine customers by default, allowing you to get started today.
It's not just Trigger distribution that has been improved however, Lookup Owner Distribution has been given new capabilities, with more granular control over your lookup, you'll be able to find the right team member every single time!
Other Enhancements
In addition to these features, other improvements have been made all over the Distribution Engine app! Pull Distributors can now be set to pull multiple records at a time, great for quickly filling your team’s work queues. Lookup Owner distribution now provides even more flexibility, with more lookup clauses, custom tie breakers and the option to include or exclude converted leads.The de-duplicate functionality of the classifier has been improved with new data retention capabilities, meaning that any additional information on the duplicates isn’t lost.