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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
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 Process View
Team Summary
Team Members
Team Availability
Team Performance
Assignment Rejection
Post Assignment
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
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
Auto-Conversion Logs List
Custom Classification Log 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
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
Out of Office API
Tags API
Team Members API
DE Apex API Introduction
Rejection API
System 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
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
Release notes
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
Upgrade Links
Llama
Llama Upgrade Process
Contact Support
Grant Login Access
Upgrading Distribution Engine Steps
Purchase
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 suppor[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
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…
