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
Auto-Conversion Logs List
Custom Classification Log 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
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
Grant Login Access
Upgrading Distribution Engine Steps
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 features such as a new process view on team lists, in distributor details the ability to change the order of filters by dragging, and to access parent fields in your filters.
Distribution Engine 12.x - Hummingbird (May 3rd, 2021)
The distribution teams pages have been redesigned, making it quick and easy to use features in this tab.
A new vertical navigation menu has been introduced, to make it easier to find features and switch between teams.
Each page has been redesigned with a new look and feel, and some features have been moved to group them into clearer features.
A new process view is available on the Distribution Teams page which allows you to better see the flow of distribution logic and view all your settings in one place.
This shows the sources (queues, users or statuses from the new assign by status feature) and the connections to teams and distributors. For each distributor, you can click the icons to show information about filters, distribution method, team members and post assignment.
A new Lightning version of the Distribution Engine Widget has been added. This allows for real-time notifications of assignments in Salesforce lightning, and to optionally allow team members to toggle themselves on and off and view their assigned work.
The widget can be added to the utility bar of lightning apps, or embedded within the lightning pages themselves.
As well as assigning from a queue or assigned to a user, Distribution Engine can now look for records in a specified status. For example, a Distributor could assign a record when it sees that it's status field has a value of 'New'.
On assignment, Distribution Engine will set the field to a new value to designate that it has been assigned, and remove it from the pool of records awaiting assignment.
This may be useful when assigning objects without queues such as Opportunities, Accounts, Contacts. It means you no longer need to use a designated user to assign records, simply update a Status / Stage or some other picklist field to make the record available for assignment.
Team filters allow for a distribution filter to be set across all distributors in a team. Having a team-wide filter means you don't need to repeat the same filter in each distributors, reducing errors made and making it quicker to make changes.
Active status no longer has to be defined for every team, removing the need to define what active means when it is not relevant for the team. In Teams where it's not defined, caps and load balancing that would use the active count will use the total count of records of that type assigned to the team member.
Teams can now have multiple caps in place at one time, allowing for more granular definition of how quickly records get assigned.
For example, a team could have a half-hourly cap of 50, and a daily cap of 200. This would allow team members to receive up to 50 records every half hour, so long as they have not exceeded the daily cap of 200.
When configuring distribution filters or team filters, parent fields can now be used, increasing the flexibility of the filters and reducing the need for creating formula fields. This allows for scenarios such as filtering a lead distributor by the type of the account related to that lead, or for case distributors filtering by the SLA agreement on the account.
Shifts can now have up to three blocks of working hours defined for each day of the week. This allows for the creation of defined breaks throughout the day, where users will be unavailable.
Shifts blocks can now go beyond midnight and run onto the next day. Times with (+1) at the end indicate the following day.
Logs defaulted to on
Classification logs are now enabled by default for all new customers, ensuring that any issues with classification are captured unless opted out of. For existing orgs where classification logs have been disabled, classification logs have been re-enabled with the duration set to one month.
When beginning a classifier backfill, users will now get the option to be notified on completion. This will send a email to the user who instigated the backfill summarising the classification.
When backfilling classification for lead matching, users will be asked if they would also like to backfill the leads for territories. Similarly, for territory classification of leads, users will now be offered to backfill for lead matching.
In addition to this, while a backfill is in progress users will see a message on the appropriate settings page
Territory Maps can now be cloned
To speed up creation of territories maps, an existing map can now be cloned. This will keep all attributes of the original map with the exception of the name.
When the current user does not have an appropriate Distribution Engine permission set, they will now be shown a warning. It is important that the Distribution Engine permission sets are used rather than individual permissions, so that users are able to see new features as they are added.
New options for how stickies are handled with reassignment.
New options have been introduced for records that are automatically reassigned through SLA failure. This feature can remove sticky from all reassigned records, just the first instance of a sticky or for no records. This is configured at distributor level.
Team Member name not updating when Salesforce name changes
Team member names will now update in Distribution Engine when the Salesforce user's name is updated..
Error shown when large numbers of queues loaded
The queues tab of the Distribution Console can now handle larger numbers of queues.
Distribution jobs can revert field changes made by another process
Resolved an issue where Distribution Engine reverted changes made by other processes, if Distribution Engine updated the record while the process was running.
Test Tool incorrectly matches multiselect picklist for team members
Resolved an issue where the test tool displayed multi select picklist values using commas instead of semi colons when using tag based team member filters.
Archive tab errored on large archive
Resolved an issue where the archive tab would time out when loading on orgs with large numbers of archived records.
Classifier no longer aborts when records can't be updated
The resilience of the classifier has been improved, now, when it cannot update a record it will no longer abort the classifier process. Instead, the error will be recorded in the logs and the classifier will continue to run. If a record continues to fail classification, the Distribution Engine administrators are emailed.
Person accounts now update email addresses correctly
Person accounts will now correctly update the list of account domains when the associated email address is updated.