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
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
Create a Map
Territory Map Zoom Levels
Territories - Technical Details
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
Export & Import
Licensed users list
Email Notifications - Introduction
Custom Email Notifications
Disabling Standard Email Notifications
Customising the Email Template
Disabling Custom Email Notifications
From Email Address
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
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
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
Team Member API
DE Apex API Introduction
Apex Trigger Examples
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
Grant Login Access
Upgrading Distribution Engine Steps
To install, follow the upgrade steps here: Eagle upgrade process
DE now includes a new pre-assignment process called the classifier. The idea being to clean and classify your data before it is assigned, in order to make your DE filters and tags simpler.
The first of these classifier features is for territories. This allows you to stamp leads, contacts, opportunities, accounts and cases with a territory before they are assigned. It will clean up address data automatically and allow you to create territories from the countries, states or zipcodes. Territories can be selected on a map or by importing existing data items.
We've had numerous requests to assign using other fields. This is usually to allow more than one person to be assigned a record. E.g. leave accounts with their current owners but assign a CSM using a different field.
When setting up a team you can now choose an Assign to field which allows any user lookup field to be selected.
Weighting on trigger distributors
Previously trigger distributors did not support weighted assignment. This is now available as an option on trigger distributors.
Action tracking on all standard objects
In addition to leads and cases, it is now possible to include action tracking on Opportunities, Contacts and Accounts. *Action tracking is not available on task / event objects.
Allow Multiple SLAs on all Standard objects
It is now possible to include up to 3 SLAs (previously known as alerts) on Opportunities, Contacts and Accounts which were previously limited to 1 SLA.
Large team option
It is now possible to enable teams of up to 999 team members. The previous limit was 250. This is to accommodate customers wanting to load balance / round robin across larger groups. Please contact support to enable this feature.
Assignment Rejection and Reassignment
Exclude last owner
When rejecting an assignment or when an assignment has been auto-reassigned, it will not assign to the rejecting/previous owner, if they are the next in line to receive an assignment.
Widget auto-refreshes and prevents pulling out of hours for customers without session timeouts (SSO).
DE now performs more advanced locking on pull distributors. This resolves issues where 2 reps simultaneously pull and receive the same assignment.
Allow blank values to be created as tags.
Allow blank date / datetime filters
It is sometimes necessary to filter for blank values in a date field. This is now available as an option in distributor filters.
User login mode renamed toggle
User login mode was a somewhat confusing term. This has been simplified on the Settings tab to User availability toggles.
Alerts renamed SLA
Alerts were often confused with Salesforce Email alerts, and so have been renamed to SLAs in the UI to simplify.
New team available objects
Available objects have been filtered, by default, to only show objects that have an owner field. Other objects can be shown by selecting
Order Holiday list by Date of Holiday vs Created Date
On the holiday tab the order has changed to make it easier to navigate. Ordering by holiday date rather than created date.
OoO List View does not show enough years
Increased the number of years visible in the out of office tab.
Hide Team Member Filter on Lookup Owner
Lookup owner was incorrectly showing team member filter section. Team members are selected based on the lookup matching, so filters were not relevant.