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
Updated by Charlie Jenkins
The Koala release introduces a number of new features to Distribution Engine. Assignment Simulator allows you to test a record against your current configuration, showing you which Distributor would assign it. Manual Assignment allows managers to assign a record directly to a team member, while still being tracked by Distribution Engine and utilising features like caps and rejection. Criteria Based Caps is a new form of capping which allows individual distributors to limit assignments based on how many records match that Distributor’s filter.
Koala also includes some improvements for existing features: the Console pages have been completely redesigned and introduces a number of new features including an availability calendar. Completing the redesign of Distribution Engine, the Analytics page has been given a visual overhaul. The Object Sync feature also receives some updates to improve usability.
Assignment Simulator allows testing of a record against the current configuration of Distribution Engine. Assignment Simulator will then display which Team and Distributor would currently distribute the record. Assignment Simulator allows you to explore the data behind the simulation, to see why each Distributor did or did not receive the assignment, as well as to explore which Team Members are available to receive the assignment. This tool is ideal for both troubleshooting assignments, as well as testing a change to configuration.
Manual Assignment allows team managers to manually select the assignee of a record, while still allowing Distribution Engine to process the record. This enables Distribution features such as Object Sync, Weighting & Caps & Load Balancing to be considered as well as being included in Tracking & Reporting such as SLAs, Auto Reassign and Logging. Manual distributions are performed through the Distribution Engine record detail component, allowing the user to see which Team Members are available, and their current workloads, before choosing an assignee.
Criteria Based Caps add to the existing capping capability for Team Members in Distribution Engine and can be used independently or in combination with existing caps. This new type of cap will allow Distributors to limit how many assignments Team Members can receive based on how many records they currently own which match the distributor’s filter, or another filter field. This can be used to ensure a limited amount of assignments from each distributor are given to each Team Member. For example, caps could be configured to allow a maximum of two high priority records within a team cap of five records per Team Member, allowing a fair distribution of each priority of record.
The Console pages have been redesigned, bringing new features such as the application monitoring page alongside a reworked availability calendar and pages for monitoring your source depth and assignments across Teams. As well as bringing the look & feel up to date with the rest of the application, the changes allow more intuitive navigation and better insight to how Distribution Engine is performing.
The Analytics page has been reworked to allow for easier navigation, helping you to quickly find the analytics that you need.
Object Sync now supports all Salesforce Objects that Distribution Engine supports, as both source and target objects.
When adding Team Members to a Team, optionally Shifts, Weighting and Tags can be added at the same time. That configuration can also be copied from an existing Team Member to allow for new users to be setup quicker.
A Team specific version of the Availability Console page, showing the month-by-month calendar for Team Member availability.
A Distributor switcher has been added, allowing you to switch between Distributors easily, without navigating back to the Distributor list.
A health checker has been introduced for the Object Sync job, which will inform users if it fails unexpectedly.
Auto-Reassign, Post Assignment, Assignment Rejection
Field updates for Auto-Reassign, Post Assignment and Assignment Rejection can now update up to three fields instead of the previous single field.
For Auto-Action on Event and Task, users are able to choose a picklist field, instead of it being forced to use Type, which determines the field to look at for the action type.
Batch processing mode (and Automatic mode when operating in batch mode) now support tracking assignees.
Out of Office
Out of Office change history now allows you to filter by Team Member.
You can now clone tag assignments from one user to other users. These can either replace or append their existing tag assignments.
To ensure compatibility, imports will now only be supported from one major release ago.
Fixed some text alignment issues.
Team Member List
Fixed not being able to add a new Team Member when all Team Members had been removed.
Fixed a non-functional 'X' icon appearing next to custom sort order.
The 'Please restart Distribution Engine' message now correctly disappears when you restart Distribution Engine.
"Assign if user is toggled off" setting removed as it had no function.