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
Whats in the Package
Managed Package Licences
Leaving A Review
Upgrading Distribution Engine
Configure Distribution Engine
Create a Map
Territory Map Zoom Levels
Territories - Technical Details
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 - Introduction
Custom Classification - Synchronized Tag Collections
Lead Auto-Conversion - Introduction
Distribution Classifier - Introduction
Distribution Methods - Introduction
Standard Distributor Settings
Pull Distributor Settings
Trigger Distributor Settings
Manual Distributor Settings
Distributing from a Designated User
Distributor Team Member Filters
Distributor Sort Order
Advanced Filter Mode
Distributor Test Tool
Weighting and Caps
Tracking & SLAs
Distribution Teams Introduction
Distribution Process View
Out of Office
User Availability Toggle
Distribution Engine Running User
Licensed users list
Export & Import
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 - Introduction
Configure Assignment Simulation
Assignment Simulator Result Explorer
Integrating InsideSales.com power dialer
Auto archive feature
Uploading tags via dataloader
Tuning Distribution Engine
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 Engine Details Object
Distribution Engine Dashboard
Reports - Leads and Distribution Logs
Skill Based Matching
Assigning Contacts - Pairing SDRs and AEs
Enforce Cap for Manually Assigned Records
Workflow Rule Examples
Timezone Bucket Formula
Has Activity Formula
Distribution Engine Details Formula
id Field to Text
Desktop or Mobile Notifications
Custom Assignment Rejection
Classify on Address Change
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
Out of Office API
Team Members API
DE Apex API Introduction
Apex Trigger Examples
Omni-Channel Presence Integration
Salesforce Presence Integration
Invalid Email trigger
Warnings and Errors
Health Checker Messages
Distributor Failures - Records on Hold
Apex CPU time limit exceeded
Timeout when deleting a Team Member or Distributor
Records Stuck / Not Being Assigned
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
Dragon beta release - install guide
Eagle upgrade process
Gorilla Upgrade Process
Hummingbird Upgrade Process
Impala Upgrade Process
Jellyfish Upgrade Process
Koala Upgrade Process
Llama Upgrade Process
Meerkat Upgrade Process
Grant Login Access
Upgrading Distribution Engine Steps
A new batch mode has been created to allow assignment of large volumes of records. Standard Distribution Engine modes are limited to a maximum of 500 records per distributor per run by default. The batch mode will not have this limit.
The new batch mode does not require any changes to your team / distributor configuration - it will run the existing setup using batch jobs in Salesforce, enabling it to process large volumes.
You will be able to switch between modes as needed by changing the processing mode. For example when doing a bulk reassign of old leads you may switch to batch mode and then switch back again.
Batch mode will initially be limited to running hourly to avoid overloading orgs which already use batch jobs heavily.
Load balancing enhancements
The load balancing algorithm has been enhanced in Dragon to include:
Tag based weighting
In addition to the individual weighting sliders its now possible to control weighting by tag.
Weighting was previously controlled by sliders - one slider per team member. This Individual weighting feature will remain, and in addition Dragon offers a new tag based weighting feature. The tag based weighting feature allows you to select a tag collection to use the weighting and then enter a weighting between 0.25 and 4 for selected tags.
Assignment rejection enhancements
Chameleon included an assignment rejection feature which allowed reps to reject assignments from Distribution Logs tab or the inline Visualforce page. However it did not allow control over where rejected records are sent.
Assignment rejection now allows selection of which queue rejected records are sent to and an optional field update.
Action Tracking Enhancements
Dragon includes 3 updates to action tracking -
More details on each:
Tracking multiple values of a picklist as an OR
Previously it was only possible to track the time from assignment to one picklist value. E.g. time until Status on lead changes to Contacted. Its now possible to multi-select values E.g. track the time to Contacted or Qualified or UnQualified. Any of these values will trigger the time to action to be set.
Selecting what picklist value to auto-set on event or task creation
The auto-action on task sets the picklist being used for action tracking. Now there are mulitple picklist values being tracked you need to decide which value it should be set to when an event or task is logged.
Choose whether to respect distribution hours
Action tracking now allows you to control whether or not the tracking respects the hours of the team, the team member or neither.
There are a number of enhancements to the alerting (aka deadlines) feature. These are designed to increase the flexibility of the feature.
Widget pull enhancements
Enhancements to the widget pull distributor:
Lookup owner enhancements
Some enhancements to the lookup owner algorithm have been added.
Chameleon included the option to filter by campaign in addition to filtering by fields. Dragon improves the UI of this feature to allow searching campaigns in the picklist. The picklist will show the 1,000 most recent campaigns.
On the Distribution Settings tab, in the frequency picklist a new "Fast as possible" mode has been added. This will run approximately every minute (depending on org performance).
Distribution delete specific rows
It was previously only possible to delete the last row in a filter. Its now possible to delete any row in the filter.
Distribution hours - copy to all
Instead of entering hours for each day of the week you can now enter one set of hours and copy to all other days.
Widget session timeout handling
If the controller returns a time out. Show a “Looks like your session has timed out” message “please refresh your browser”.
OoO calendar team view problem
Timezone issue - timings sometimes incorrect when viewing calendar events for other timezones.
Console timeout error
For customers with large volumes of data left in queues the Distribution Console page can hit a timeout due to long running query. The mechanism for loading this page has changed to make it more robust for large datasets.
Cross year bug in analytics
Bug when looking at data from previous year in the Distribution Analytics tab.