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
Distributor Test Tool (Legacy)
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
Introducing Nightingale!
Nightingale Release Notes
Nightingale Upgrade Process
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
What Tier am I on?
Features by Tier
Latest Release
- All Categories
- Latest Release
- Owl Release Notes
Owl Release Notes
Updated by Charlie Jenkins
The Owl release of Distribution Engine includes support for the new Starter and Advanced features tiers. It also includes a number of smaller enhancements and bug fixes.
Main Features
Area | Name | Description |
Various | Support for feature tiers | The application has been enhanced to provide support for the new Starter and Advanced feature tiers. |
Other Improvements
Area | Name | Description |
Distributors | Distributor List - Sidepanel enhancements | Lookup fields have been added to distributor list side panel |
Classifier | Improvements to Zip code identification | USA zip codes in territories now recognise zip+4 codes without a dash |
Classifier | Auto-Conversion using Stamp Groups | Stamp groups can now be selected for auto-conversion rule filters |
Settings | Health Checker - Sandbox expanded notifications | The health checker notification options in a sandbox now match other orgs, allowing the selection of admins, admins and managers or selected users |
General UI | Allow URL type fields | Fields of type “URL” can now be selected in the following filters:
|
Lightning Widget & Record Details Component | Improved Error Messages | Our Lightning Web Components will now show a more informative error message when users don't have a managed package license. |
API | Update OOO | An update out of office API method has been added which allows a single out of office entry to be updated |
Defects Resolved
Area | Description |
Distributors | Distributors could be activated while there are pending changes, resulting in unsaved changes being lost. |
Classifier | The help link on the Delay filters page was broken. |
Classifier | Some pages were showing an incorrect text highlight colour. |
Shifts | Occasional visual issues on the edit shift modal have been resolved. |
Shifts - Change History | Updated the history of shift hour changes to display in the same format as the rest of the application. |
API | Distribution could fail when calling the Classify Records API from a flow that was triggered from a change made during Distribution. |
Campaign Filters | Copy icon was unintentionally shown on the campaign filter. |
Filters | Resolved an issue with “does not include” conditions using related multi-picklist fields that meant records weren’t returned when the related object doesn’t exist. |
Filters | Resolved an issue for picklist field filters using “not in” that could show that more than one value is selected. |
Caps | Resolved an issue where team-level caps on teams with only pull distributors weren’t counting correctly. |
Tags | Resolved issue with width of menu column in tag collection data table. |
General UI | Resolved styling issues that were introduced with the Summer release of Salesforce. |
General UI | Resolved styling in some of the modals that caused additional white space to be present and therefore an unnecessary scrollbar. |
General UI | User avatars were sometimes not displayed. |
Lightning Widget & Record Details Component | Fixed links in the Widget and Record Details Lightning Web Components so that they can be opened in new tabs/windows |