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 Console - queue levels
New Queues sub-tab added to Distribution Console. This shows the queue levels for each distributor - total and available (determined by filter criteria)
Distribution Console - team/team member coverage
New Availability sub-tab added to Distribution Console. This calendar display feature shows coverage by team and by selected tags. E.g. show availability this week of Spanish language speakers within a team.
Distribution Team - shift patterns
Rather than creating and maintaining unique distribution hours for multiple teams and team members its now possible to create and re-use shift patterns.
Distribution Team - allow selection of objects from other managed packages
Previously when creating a team the list of objects that could be selected excluded objects from installed managed packages. It is now possible to access objects from other packages by selecting a checkbox.
Distribution Team - add / remove team member UI updates
Distribution Team - team detail. Distribution logging option
New checkbox added to team detail page to disable Distribution Logging for a team. This is designed to avoid generating large amounts of logs for teams dealing with high volumes e.g. queue to queue distribution teams.
Distributor filters, additional field types allowed
It is now possible to use Email, Date and DateTime type fields on distributor filters.
Distributor algorithms - weighted distribution as an option
Weightings removed as an algorithm and added as a checkbox. This enables you to select weighted assignment in addition to the main algorithm (round robin, sticky assignment etc)
Distributor testing tool
From a distributor you can click test and enter a salesforce record Id e.g. Lead Id in order to check why certain Leads / Cases are not being assigned (also accessible from the Queues tab on the console).
Configuration change history
A new history features tracks changes made to Distribution Engine configuration. History tracking has been added to Team, Team member, Distributor and Holiday regions. This is visible at the bottom of each page where history is tracked.
Distribution OoO - All-team calendar view
Calendar view now shows OoO entries for a whole team
Distribution logs - status on assignment
The status on assignment has been added to logs. For example the status of a Lead as it was assigned by DE.
Distribution logs - show sticky & lookup matches
Icons added to distribution logs to show if this was a sticky or lookup owner matched assignment.
Distribution settings - minor UI updates
Distribution settings - view licensed users
New page shows all licensed users, this is accessible from the Distribution Settings tab.
Distribution Engine API methods
The Distribution Engine managed package includes DistributionEngineGlobal class which call be called by customers wanting to write integrations with Distribution Engine. 2 new methods have been added to this API.
Distribution Engine aborting on large team numbers
It was possible for Distribution Engine scheduler to hit Salesforce limits and abort. This issue would only affect customers with large numbers of teams. The Distribution Engine includes an internal calculator to determine current and future resource usage. There was a discrepancy in this calculation which has now been resolved.
Distribution logs not showing after custom object deleted
If a custom object was being distributed then subsequently deleted, the Distribution Logs page showed an error. This has now been resolved.
Sticky assignment team/distributor level bug
The sticky assignment algorithm could in certain situations fail to correctly respect the team / distributor level setting. This has now been resolved.
Conflicts can sometimes arise where Distribution Engine and a user are both accessing the same data. This causes a locking exception. Retries have now been added to combat this and give Distribution Engine a chance try again by which time the conflict will in most cases have gone.
Stop queue assignment lead & case field updates
Stop update of DE lead and case fields (i.e. Is Distributed, Last distributed… etc) on distributions by queue based teams.
Distributor filter logic bug in distributor detail
Incorrect soql string built when using filter logic and where a filter argument contains a number.
Availability for queues on Console bug
Availability status correct for queue based teams
Records created after run has started should be ignored
If a record is created after a DE scheduled run has started, it could be missed by an earlier distributor but picked up later, so result in being distributed by wrong distributor. This has now been corrected so that records created after the run has started are ignored.
Trim 'in' operator arguments for string field on distributor filter
Additional whitespace in the "in" operator for text fields prevented it finding matches. Whitespace is now trimmed automatically
After deleting a field used in a filter can't open a distributor to change or delete it.
Deleting a field which is being used by a distributor causes an exception on the distributor detail page. This is now resolved.