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
Distribution Engine 10.0-10.12
Lead matching automatically identifies any leads, contacts or accounts related to your leads and will stamp them with the related details. You can then assign the leads to the matched record owners or other user fields.
Classifier logging is now disabled by default. If you are currently using the Classifier for Territories, and would like to continue logging classification, you'll need to configure the retention period. This is found under the Advanced section of the Classifier.
We have deprecated the "DE Territory" field and moved these details into a new object. When the Lead Matching or Territory Classifier are used, the matching or territory details will be stored in this new related object.
If you are currently using the "DE Territory" field for reporting or filtering you will need to create a new formula field on your standard object and reference the details in the Distribution Engine Detail Object.
Out of Office entries can now be synced with the Salesforce Calendar entries. Using Lightning Sync for Google, you can sync your Google Calendar with Distribution Engine Out of Office.
The Related Owner algorithm is used by the Lead Matching feature but can also be used to assign records to the user in a User Lookup Field on related objects. This is an additional algorithm to our Lookup Owner and Sticky Assignment algorithms and is not a replacement.
Team & Distributor
Team Level and Distributor Level capping for half-hourly and hourly capping are now able to occur in a rolling period instead of a strict half-hour or hour. Please grant login access and contact [email protected] to enable this feature.
Added field types allowed to be updated
Previously we restricted the field types that could be updated on assignment and reassignment to picklist only. We have now expanded this to include additional field types including checkbox, text, and multi-picklist.
New Filter Field option
Added "DE Matched Account Type" field to the filter field options for lead distributors. This is part of the Distribution Engine Detail object.
Add tags to Pull Distributors
Current pull distributors do not support the use of tags. We're refactoring our distributors to get feature parity across all. As such, we have provided the ability to use tags (dynamic, static, and territory) within the refactored pull distributors. If you'd like to take advantage of this feature, please contact [email protected]
Filter Logic in Test Tool
The Test Tool will now take into account filter logic that is on the distributor.
Action Tracking and Auto-Action by any user
We now allow the option to track actions based on any user completing the action and not just the owner. If this option is selected, auto-action will also occur based on any user.
10 Minute Refresh
The widget will automatically refresh the Alert and New counts every 10 minutes.
Corrected issue where:
When all filtered Team Members were made inactive or removed, Distribution Engine would assign records to all team members on the team. This has been corrected so the distributor will no longer distribute records.
Territory tag collections were available to Dynamic and Static tag filtering types. These collections are not supported via these filter types and will no longer be displayed as an option.
Included _ (underscore) in values allowed in filters using the CONTAINS operator.
Users could create more distributors then allowed per team by using the clone option. This is no longer permitted.
Lookup Owner Details
If a record was assigned based on secondary criteria for lookup owner, the inline page would always show the first criteria as matching. Proper criteria will now be shown.
Out of Office
Out of Office records would show in the year created and not in the year they occurred. This has been corrected so that they now show in the year they occur in.
Fox Additions - Distribution Engine 10.14+
Territory - Match State by Phone
For USA and Canada we have added the ability to match a territory's State/Province based on the area code of a phone number.
Territory - Postal Code
Added Australia postal code territory definition.
Territory - Rename Maps
You are now able to rename a map. This will also rename all tags. Previously classified records may need to be put through the backfill wizard to update to the new name.
Team & Distributor
Weekly and Monthly Capping
Weekly or Monthly capping now available at the Team or Distributor level.
Multiple SLA on Custom Object
Multiple SLA definitions are now available for Custom Objects
Null values for SLA fields
Null values are now supported in Date/Time and Text fields.
Campaign Filtering for Contacts
Filtering by Campaign, when assigning Contacts, is now available.
Exclude inactive Campaigns
An option is now available to exclude inactive campaigns from the list when filtering by campaign.
Distributors will no longer shutdown when assignment errors occur. Records will instead be placed on hold and assignments will retry.
Enable "Not Equals" filter capability
"Not Equals" will now be available as an operator for filtering, SLAs, etc.
Encrypted fields for Sticky distributors
Added the ability to use encrypted fields for sticky distributors.
**Note: These values will be stored unencrypted. Only available on Deterministic Encryption
Related Owner - Account Teams
You can now specify Account Teams as the Account Field when using the Related Owner Algorithm.
Assign to User ID with Lookup Owner
When looking up to the User object with Lookup Owner, you can now assign records to the matched User.
Automatic Processing Mode
We've added a new processing mode that will switch between queueable and batch processing when a larger number of records are available for assignment.
Added a Global API for Tag manipulation.