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
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 additionally, the out of office, holiday and shift management pages have been updated to the new look, making navigation easier and the pages much simpler to use. Outside of availability, Object Sync allows child objects to have their owners updated when the parent is assigned and Parallel Processing Mode offers a new way of efficiently assigning large numbers of objects in complex orgs. Finally, Impala also brings a number of organizational enhancements to Distribution Engine. The new Distribution Engine Team Manager permission set provides a manager focused set of permissions and the new Export & Import functionality allows migration between Salesforce orgs.
The shift planner allows a team to schedule changes in team member's shift hours up to twelve weeks in advance. For teams with hours that frequently change, this removes the need to change everyone's shifts at the beginning of a week.
Shift planner is an optional feature for teams and is enabled from the Team Member Distribution Hours page
The Out of Office and Regional Holidays pages have been redesigned in a new, easy-to-use visual style. Both of these pages can now be found under the Distribution Availability tab. The Out of Office Calendar page is replaced by this new view.
There are also some changes to the functionality of these pages; Out of Office entries can now be created for multiple team members at once, and regional holidays can now span multiple days.
The new shift page, found under Distribution Availability, provides an org-wide home for management of shifts. You can create, edit and delete shifts as well as see how widely each shift is used.. Like the Out of Office and Holidays pages, this page has been built in our new visual style.
The new Team Manager permission set allows team managers to only view the teams where they have been designated the manager or where all managers have been allowed accessed. All other teams will be hidden from them on all Distribution Engine pages.
A team manager's view of teams they manage is also restricted. They are blocked from seeing any detailed configuration, such as team setup and distributors, and instead are able to control the day to day running of the team, with functionality such as team member toggles, weighting, caps and shift hours.
Teams and Tag Collections are now able to be migrated between environments. When migrating teams, Distribution Engine will bring all of the team configuration across and match the team members that existed on the importing org to the appropriate users on the new org.
Up to ten tag collections can be exported at a time. This will bring all tags that exist within the tag collection to the new org.
Allows any child objects to be updated to the same owner as an object assigned by Distribution Engine. For example, if assigning Account objects, object sync will allow you to update any opportunities and tasks related to that Account. Object sync works by creating org wide actions, which define the distribution object and the object to be synchronised. These actions also allow for filters to be created to limit which related objects will be updated.
A new processing mode which separates the process of who is to be assigned a record, from the act of updating the record with the assignment. This allows for the assignment process to be run in parallel, which can provide speed improvements. This processing mode is aimed at orgs with continuous high throughput of distributions, or orgs with processes that trigger when records are updated.
Rejections for round robin distributors can now optionally replace the rejected record as the next assignment that the distributor makes, instead of waiting until the rejecting team member's turn in the round robin order.
Allow source users as team members
When distributing from users, you can now select a source user who is a member of the current team.
Note that the source user will never be distributed to a distributor where they are the source.
Ignore Availability for Round Robin, Load Balancing and Dynamic Owner
Distributors can now be configured to ignore a team member's Out of Office status and availability toggle for the Round Robin, Load Balancing and Dynamic Owner algorithms.
Distributors can now be tested from the Team List
Users are now able to launch the test, preview and recent tools for a distributor from the distributor list, as well as opening the settings page directly.
Team member filter
You can now see which distributors utilize team member filters through a new column on the Distributor list.
Selecting campaigns for the filter in a distributor now opens a dialog which means you can search by active status or name to find the item you want.
Trigger field filters
For trigger distributors, the logic for field filters can now be changed.
Changing to Individual Hours copies team hours
When changing a team member's hours to individual hours, the default individual hours will now initially match the team hours, instead of being blank.
Saving in progress messages
Added 'Save in progress' messages for redesigned pages, so that it is more apparent when a save is successfully completed. A new message is also shown to confirm changes have been saved successfully on the team and distributor settings pages.
Custom Object Support
Resolved an issue that was blocking the inline page from working with custom objects
Weighting & Caps
Weighting shows as enabled where not available
The distributor level settings for weightings and caps no longer show weighting as enabled for distributors not eligible for weighting.
Time calculation rounding
Updated the calculation that is used to determine the time since distribution as part of evaluating SLAs so that it no longer rounds up to the next minute if it is over 30 seconds.