Previous Releases
2.9
New Features. Standard Email notification includes Lead and Case fields . Previously the standard Email notification had the record name and a link. For notifications which relate to Lead, Case and O…
3
New Features. Tagging - Generate from picklist Rather than manually creating tags it is now possible to auto generate tags based on a selected picklist. From the Add tags page click Generate from pic…
4
New features. Feature Description Distribution Console - queue levels New Queues sub-tab added to Distribution Console. This shows the queue levels for each distributor - total and available (determi…
4.12
New features. Name Description Add int and currency fields to distributor filters Certain standard fields (such as number of employees and annual revenue on lead object) were not visible in filters b…
4.15
New features. Name Description Summer 15 Widget The Salesforce Summer 15 release includes a change to home page components such as the Distribution Engine widget. To comply with these changes Distrib…
Armadillo
Installation. This release is fully backwards compatible, it will not affect existing configurations and no down-time is required to accept the new release. Installation is done either through AppExc…
Bison
Enhancements. Area Name Description Performance Auto-archive feature Some customers run a process where large volumes of records are left residing in Distribution Engine queues which, due to the filt…
Chameleon
Enhancements. Area Name Description Algorithms Distribute by campaigns It is now possible to filter by campaign in a distributor. Leads / contacts must still be in a queue in the normal way, but spec…
Dragon
Enhancements. Area Name Description Algorithms Batch mode A new batch mode has been created to allow assignment of large volumes of records. Standard Distribution Engine modes are limited to a maximu…
Dragon beta release - install guide
Installation instructions for the beta release of Dragon. This is for sandbox testing only. Any issues or feedback please contact [email protected] Login to your sandbox. Paste the following lin…
Eagle upgrade process
Upgrade steps. Distribution Engine Eagle is now avilable on the AppExchange. You can upgrade both production and sandbox orgs using the "Get it Now" button. When installing, you will be prompted to c…
Eagle
To install, follow the upgrade steps here: Eagle upgrade process Enhancements. Area Name Description Algorithms Territory classifier DE now includes a new pre-assignment process called the classifier…
Fox
Installation Steps. Learning Lab Videos of Features. Distribution Engine 10.0-10.12 Enhancements. Area Name Description Classifier Lead Matching Lead matching automatically identifies any leads, cont…
Gorilla
Installation Steps. Distribution Engine 11.0 Enhancements. Area Name Description UI Save while DE is running Due to the way Distribution Engine configuration was stored it was previously not possible…
Gorilla Upgrade Process
Distribution Engine Gorilla is now available on the AppExchange. You can upgrade both production and sandbox orgs using the "Get it Now" button. When installing, you will be prompted to choose Sandbo…
Hummingbird
In the Hummingbird release we have begun releasing new look pages, starting with Distribution Teams. Designed to make it easier to navigate and find features in DE, the new UI has more powerful featu…
Hummingbird Upgrade Process
Distribution Engine Hummingbird is now available on the AppExchange. You can upgrade both production and sandbox orgs using the "Get it Now" button. When installing, you will be prompted to choose Sa…
Impala
The Impala release improves how Distribution Engine handles team member availability. The new shift planner feature allows you to schedule upcoming shift changes for your team members and additionall…
Impala Upgrade Process
Distribution Engine Impala is now available on the AppExchange. You can upgrade both production and sandbox orgs using the "Get it Now" button. When installing, you will be prompted to choose Sandbox…
Jellyfish
The Jellyfish release introduces a new feature to the Classifier, Lead Auto-Conversion. This feature can automatically convert incoming Leads as well as removing new Leads that are duplicates. In add…
Jellyfish Upgrade Process
Distribution Engine Jellyfish is now available on the AppExchange. You can upgrade both production and sandbox orgs using the "Get it Now" button. When installing, you will be prompted to choose Sand…
Koala
An overview of the changes in the Koala release.
Koala Upgrade Process
Upgrade steps to install Koala
Llama
The Llama release of Distribution Engine introduces two powerful new features that bring customization to the forefront. With Custom Permissions, you have unparalleled control over how your team mana…
Llama Upgrade Process
Distribution Engine Llama is now available on the AppExchange. You can upgrade both production and sandbox orgs using the "Get it Now" button. When installing, you will be prompted to choose Sandbox…
Meerkat
The Meerkat release of Distribution Engine expands on some of our most popular features, introducing new flexibility to solve even more of your business needs. Personas for Custom Permissions allows…
Meerkat Upgrade Process
Distribution Engine Meerkat is now available on the AppExchange. You can upgrade both production and sandbox orgs using the "Get it Now" button. When installing, you will be prompted to choose Sandbo…
Upgrade Links
Some customers may be out of sync with the current version of Distribution Engine or need to upgrade Sandbox orgs from older versions. Each new release can only be upgraded from the prior release. He…
