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 Jellyfish release introduces a new feature to the Classifier, Lead Auto-Conversion. This feature can automatically convert incoming Leads as well as removing new Leads that are duplicates. In addition to this, a number of pages have had their look updated, including the Tags page, which now features the ability to edit tags across multiple Team Members at once, and the Logs page, which has been restructured to be a central location for all logs across the app. A new Team Performance page has been introduced to help managers keep tabs on how their team are performing, and make adjustments to relevant tags. Caps can now be defined at custom intervals, allowing for fine control of how many records members can receive. Finally, both the widget and the test tool have had some minor improvements to how they function.
Lead Auto-Conversion allows the classifier to automatically convert incoming Leads into Accounts, Contacts and Opportunities. Users can define a number of rules to determine exactly which Leads do and do not get converted. This can utilize the classifier's Lead Matching functionality to intelligently convert into matched Accounts and Contacts. Additionally, if matched to incoming Leads, the incoming Lead can be de-duplicated to avoid extra Leads cluttering up the Org.
The new Team Performance page gives an overview of your team member's recent performance. This page will show the hours worked per team member over your chosen time period, as well as metrics showing their performance. Metrics will vary depending on team configuration; for Lead teams you'll be able to see the conversion rate for each team member. For Case and Opportunity teams you'll be able to see the close rate, and for any teams using Time to Action, you'll be able to see the average time to action for each team member.
Additionally, if using Tags for controlling caps and weighting, you can view and manage these from this page, perfect for adjusting people's assignment amounts in response to their performance.
The Tags management and assignment pages have been completely redesigned with our new look and feel. The pages are easier to navigate, display relevant information and contain new features such as the ability to assign and unassign tags from multiple users at once.
The application settings pages have been updated to our new look and feel, including a restructure of the pages, ensuring that advanced settings such as processing mode and frequency are separated from more commonly changed settings. The new licensed users page includes an export function that allows you to download a CSV file containing information on all licensed users.
All of the logs pages have been unified under the Distribution Logs tab, including the Classifier logs pages for Territories and Lead Matching, as well as two new logs pages for Object Sync and Auto-Conversion. These pages have all been updated to the new look and feel and feature comprehensive filtering, to help you find the logs you need quickly.
The Classifier has had a redesign, bringing the pages visually inline with the rest of the application. Some of the pages have been re-organised and a single backfill page has been built which allows you to classify Territories, Lead Matching and Auto-Conversion in one action.
Caps can be used in Teams or Distributors to limit how many records can be assigned to a user over a given time period. With the Jellyfish release, the time periods are now customisable, with timeframes from 5 minutes to 31 days.
The widget will now display up to five records assigned to the current user. If using SLAs, the My Work area will also show how long until the SLA is counted as missed. Additionally, users are able to see all of their work assigned from Distribution Engine by clicking the 'Assigned to Me' link.
The test tool has had a visual upgrade, improving how we display information on caps and tag filters to make it easier to read and determine whether your distributor is ready to be used.
When adding team members, you can specify whether they are added as active or inactive so that new team members can avoid immediately getting assigned records.
Teams / Distributors
When enabling filters or SLAs the first row is added as a starting point.
In places where distribution hours are shown, for team hours that use a shift, the name of the shift is included.
On the first load of the team summary page, the charts are now the correct size.
Certain org-wide encryption settings would cause the creation of a new team to fail without extra verification. This has been resolved.
When load balancing is set to active count/value, the distributor settings correctly show the load balancing level as "team".
Removed the respect availability option for current owner distributors as they are not relevant.
Removed the send email notifications option from queue teams as it is not relevant.
Re-introduced the warning for filters when using the equals operator and a value that contained a colon/semi-colon.
Corrected the tool tip for the lookup owner where clause.
Resolved an issue where the current week of the shift planner was not editable for users in certain time zones.
Resolved an issue that prevented some of the pop-up dialogs from showing when the browser was zoomed in or a small resolution was used.
Corrected the warning that an org had reached their maximum number of classifier territories when it hadn't.
If more than 1000 unique team members exist, the Analytics page would fail to load. This has been fixed but will only list the first 1000 users, and is something we will be improving in the next major release as part of a redesign.