Getting Started
Installation
Permissions
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
Installation Overview
Whats in the Package
Triggers
Installation Process
Managed Package Licences
Page Layouts
Leaving A Review
Uninstall
Upgrading Distribution Engine
Configure Distribution Engine
Distribution Classifier
Territories
Territories Introduction
Create a Map
Import Territories
Territory Map Zoom Levels
Object Settings
Detecting Territories
Settings
Territories - Technical Details
Territory Distributor
Lead Matching
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
Custom Classification - Introduction
Stamp Groups
Stamps
Custom Classification - Synchronized Tag Collections
Lead Auto-Conversion
Lead Auto-Conversion - Introduction
Lead De-Duplication
Lead Conversion
Configuring Auto-Conversion
Auto-Conversion Rules
Distribution Classifier - Introduction
Backfill
Delay Filters
Distribution Teams
Distributors
Distribution Methods
Distribution Methods - Introduction
Lookup Owner
Load Balancing
Round Robin
Related Owner
Sticky Assignment
Distributors Introduction
Distributor Types
Standard Distributor Settings
Pull Distributor Settings
Trigger Distributor Settings
Manual Distributor Settings
Distributor Sources
Distributing from a Designated User
Distributor Filters
Distributor Team Member Filters
Distributor Sort Order
Advanced Filter Mode
Distributor Test Tool
Weighting and Caps
Distribution Hours
Tracking & SLAs
Team Settings
Distribution Teams Introduction
Distribution Process View
Team Summary
Team Members
Team Availability
Team Performance
Assignment Rejection
Post Assignment
Stamp Rejection
Distribution Tags
Distribution Availability
Distribution Availability
Shift Hours
Out of Office
Distribution Holidays
Holiday Regions
Regional Holidays
User Availability Toggle
Distribution Settings
Distribution Settings
Calendar Integration
Advanced Settings
Distribution Engine Running User
Licensed users list
Export & Import
Import Errors
Trigger Settings
Email Notifications
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
Assignment Simulator - Introduction
Configure Assignment Simulation
Assignment Simulator Result Explorer
Advanced
Q2Q teams
Integrating InsideSales.com power dialer
Pardot
Auto archive feature
Uploading tags via dataloader
Salesforce Mobile
Tuning Distribution Engine
Setup Introduction
Queue Basics
Queues
Distribution Sync
Monitoring
Distribution Console
Console Introduction
Application Monitoring
Today's Distributions
Sources Console
Availability Calendar
Distribution Logs
Distribution Logs
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 Analytics
Distribution Engine Details Object
Distribution Engine Dashboard
Salesforce Reports
Reports - Leads and Distribution Logs
Change History
Setup Examples
Skill Based Matching
Assigning Contacts - Pairing SDRs and AEs
Delaying Distribution
Enforce Cap for Manually Assigned Records
Criteria Caps
Salesforce Admins
Workflow Rule Examples
Formula Examples
Domain Formula
Timezone Bucket Formula
Has Activity Formula
Territory Formula
Age Formula
Distribution Engine Details Formula
id Field to Text
Flow Examples
Chatter Notifications
Slack Notifications
Desktop or Mobile Notifications
Custom Assignment Rejection
Classify on Address Change
Assign on Action
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
Validation Rules
Developers
Apex API
Availability API
Classifier API
Out of Office API
Tags API
Team Members API
DE Apex API Introduction
Rejection API
System API
Trigger Distribution API
Apex Trigger Examples
Omni-Channel Presence Integration
Salesforce Presence Integration
Invalid Email trigger
Custom Triggers
Visualforce Examples
Troubleshooting
Warnings and Errors
Health Checker Messages
Scheduler Restarted
Distributor Failures - Records on Hold
Assignment Errors
Classifier Errors
Apex CPU time limit exceeded
Timeout when deleting a Team Member or Distributor
Records Stuck / Not Being Assigned
Support
Previous Releases
2.9
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4
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4.15
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Dragon beta release - install guide
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Gorilla Upgrade Process
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Hummingbird Upgrade Process
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Impala Upgrade Process
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Jellyfish Upgrade Process
Koala
Koala Upgrade Process
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Llama Upgrade Process
Meerkat
Meerkat Upgrade Process
Upgrade Links
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
Contact Support
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Upgrading Distribution Engine Steps
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Latest Release
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- Meerkat
Meerkat
Updated
by Charlie Jenkins
The Meerkat release of Distribution Engine expands on some of our most popular features, introducing new flexibility to solve even more of your business needs. Personas for Custom Permissions allows for multiple sets of custom permissions, giving you even more freedom in deciding your team’s access levels. Success means something different to every team; that’s why in the Meerkat release, your team’s performance page is customizable, allowing you to determine which metrics are displayed. Expansion to the export/import functionality allows Classifier territory maps to be moved between orgs, without the need to recreate them. Of course, these features are supported by several other improvements to Distribution Engine.
Main Features
Area | Name | Description |
Custom Permissions | Personas for Custom Permissions | Allows for multiple sets of custom permissions, known as 'personas', to be created. Allowing you to configure personas with different levels of access, and assign them to your team managers as appropriate for their role in your organization. To learn more about personas, click here. |
Performance Page | Custom Performance Metrics & Tags | The performance page has been expanded with the new capability to customize both the metrics and the tag collections displayed. This will allow you to tailor the performance page to show how your team is performing in the areas which matter most to your business. To learn more about the changes to the performance page, click here. |
Export/Import | Exporting and Importing Territory Maps | The export and import tool can now work with territory maps, allowing you to avoid the task of having to recreate them when migrating data into production. For more information on exporting and importing territory maps, click here. |
API | Classification API | A new API has been introduced allowing for records to be classified at any time, not just at creation. This API allows you to specify which classifier functions you want to use, and can also be used within Salesforce flows. For more information, click here. |
Team/Distributor Filters | Distribution Delay | In order to increase flexibility around when you distribute a record, date/time fields can now be compared to the current date/time at processing, allowing you to introduce a timed delay into your distribution so that other systems have a chance to perform their processing. To read more about delaying distribution, click here. |
Other Improvements
Area | Description |
Distribution | Manual, Pull and Trigger distributors will now require the Distribution Engine scheduler to be enabled in order to be used. This helps ensure cleanup of deleted items, logs beyond their retention period, and feature availability such as SLA and Auto-Reassignment. |
New cap options for sticky assignments which allow for the option to choose between assigning to the the next team member or not assigning, if respecting caps and unable to assign to the current sticky owner. | |
Processing Modes | Automatic and Parallel processing modes will now only process a single distributor in batch mode, when it's required, before switching back to queueable. |
Assignment process viewer is now accessible from the 'Process View' tab on the teams list page. | |
Process View | Selecting 'Active' on the process view filters will now hide inactive distributors within active teams. |
Team members' current caps are now viewable by hovering the icon in the caps column. | |
Performance data is now downloadable as a CSV from the page menu. | |
Ready for distribution and assigned values can now be empty. | |
Criteria caps can now have up to twenty filters. | |
Weighting | Renamed 'Team-level weighting' tab to 'Weighting'. |
General optimizations:
| |
Multiple tag assignment UI has been reworked to be more easily accessed | |
Tag Assignment | Inactive Salesforce users are no longer shown in the tag assignment page. |
We have added a configuration option to specify how long the scheduler logs are retained, previously this was fixed at 1 week. There is also a new option to consolidate assignment scheduler logs with zero assignments, into a single log, reducing the data storage needed. This is mostly relevant for sandbox installations. | |
The team name on the licensed users list will now link to the team page. | |
Screen Widths | Optimized display area for large monitors. Minimum resolution remains unchanged, but the app will now scale to a maximum width. |
Timezones | Where appropriate for the information on the page, the relevant timezone will be displayed. |
Pill controls | 'Pill' value lists, used throughout the application, can now have their values edited by clicking the pill item. |
Pill controls | 'Pill' value lists, used throughout the application, now have a 'copy to clipboard' button |
Date Filters | Can now select fiscal periods on date filters throughout the application. |
Defects Resolved
Area | Description |
Distribution | When using load balancing, weighting and dynamic tags, it will now be more consistent in finding the appropriate team member, previously it could skip assignment if the user’s weighting was too low. |
Distribution | For load balancing, if a user was skipped due to being a previous assignee, but they are the only valid recipient, they will now be assigned the record. |
Distribution | Improved the performance of territory tag matching as it could cause CPU limit errors when there were a large number of team members. |
Distribution | In some scenarios when using the parallel processing method, assignments could happen when a user was over their active caps, this has been resolved. |
Classifier | Resolved an issue that meant that after a sandbox was created, loading the territory map editor could cause an error. |
Classifier | Added extra validation so that a new record created through auto-conversion won’t try and assign an inactive Salesforce user as the owner. |
Distribution Settings | The team filters displayed on the distribution settings page is now wider to show more information before truncating. |
Auto-reassign | There was no warning that auto-reassign would be disabled when removing the SLA that auto-reassign was configured on. |
Team Calendar | Holidays spanning a clock change were displayed twice for the same day in the Calendar. |
Test Tool | Data popover would sometimes display off the screen if a lot of data to be shown. |
Assignment Simulator | Visual issue with displaying ticks for distributors with three digit order numbers. |
Distribution Logs | When using related owner, the full object path would be displayed for the related object rather than the friendly name. |
Pill controls | When pasting into 'Pill' value lists, used throughout the application, quotes will no longer cause pasted lists to be incorrectly separated. |
Selectors | Selector components would sometimes flow off the bottom of the screen when opened at the bottom of the page. |
Patch Releases
Version | Changes |
17.1 |
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17.2 |
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17.3 |
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17.4 |
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17.5 |
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17.5.1 |
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17.6 |
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