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
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
Who needs licenses?
Distribution Engine licenses are required for your reps / agents plus any admins / managers who are using the tool. We will give you a total count of licences which can be assigned to whichever users you choose. Licences are the same whether they are for users configuring the system or for team members receiving leads / cases.
I've got users who are nothing to do with Distribution Engine. Does my entire org need licenses?
Only users who are team members, configuring or view Distribution Engine data need licenses.
My users don't need to see the application - can I just purchase a single license for my admin user?
Your team members will need licenses regardless of whether or not you choose to make the application visible to them. Your licence key will control how many users you can add to teams.
Can I pay quarterly / monthly?
Unfortunately not. We only have annual billing plans.
Is there a minimum order?
Yes, we have a minimum order of 5 licenses.
Can I add additional users during the year?
Yes, you can add additional licenses whenever you like. These will be added pro-rata to your additional agreement (e.g. if you have 6 months remaining we will charge the extra licenses for 6 months). At renewal time all the licences will be renewed in a single agreement.
How long will it take to get extra licenses activated?
Licenses submitted from the Licensed Users page typically are automatically processed and added immediately, followed by an invoice within 1 business day. For submissions via email or needing manually processing, we will provide your new license within 1 business day of request and then follow up with the invoice.
Can I purchase premier support just when I need it?
Premier support must be added as part of your annual package. You can upgrade or downgrade as part of your annual renewal process.
I only need a support license for my admin. Can I have just purchase 1 support license?
Premier support is charged as a % of the total license fee. It's not a per-user license. The licence count gives us a good idea of the complexity and likely support requirements of your installation.
Can I pass the EULA to my legal team for "redline" changes?
We do not have an in-house legal team so please contact us before requesting any changes. Our default position is no. Unless the deal size is enough to warrant the legal expense we cannot offer custom agreements.