Panda Release Notes

Charlie Jenkins Updated by Charlie Jenkins

The Panda release of Distribution Engine includes the Dynamic Team members feature, which allows you to automate the administration of team memberships by using fields on user records in Salesforce. It also includes some improvements to the user interface, a new API to remove users from all teams, and a number of other minor enhancements.

Install Instructions

Main Features

Area

Name

Description

Teams

Dynamic Team Members

Automatically adds and removes users from teams based on their Salesforce user object. You can define up to three sets of rules to define team membership, each with their own default weighting and shift for users. This feature can be used to reduce the overhead of managing team members in orgs where team members share common field values on their user object.

Click here to learn more about dynamic team members.

Note: This feature is available on our unlimited tier.

UI

Look & Feel improvements

We have made a number of improvements to the look and feel of the Distribution Engine configuration pages; adding labels to some fields for clarity, removing icons where they were adding visual noise and improving our styling for ease of use.

Teams

Add new team member

We have combined the 'Add & configure' team member functionality into 'add team member.' Allowing you to choose whether you want to configure new team members when you add them.

Click here for more information on adding team members.

API

Remove users from all teams

We have added a new API to remove a user from all teams. This can be used to automate removal of a user from Distribution Engine entirely when a business process calls for it.

Other Improvements

Area

Name

Description

Widget

Widget Label no longer overridden

Distribution Engine will no longer override the label for the lightning widget, allowing it to be given a custom label.

Test tool & Assignment Simulator

Highlight when leads are converted

The test tool and assignment simulator will now highlight when a lead is converted, as this can be a reason for distribution to fail.

Logs

Multiple Filters

Logs can now have multiple filters applied at one time, allowing you to more easily find the log records you are after.

Q2Q Teams

Assignment rejection removed

Assignment rejection has been removed from Q2Q teams as this feature would not function in this scenario.

Defects Resolved

Area

Description

Widget

Fixed an issue where a notification can warn of 'No records available to pull' when there are available records.

Classifier

Fixed an issue where DE Classifier Status of 'Error' was not updated when running Backfill.

Classifier

Fixed an issue where Postal Summaries and Postal Details in the same country got an incorrect zoom.

How did we do?

Panda Upgrade Instructions

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