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
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.
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.
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.
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.
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.
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.
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.
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.
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.
Renamed 'Team-level weighting' tab to 'Weighting'.
Multiple tag assignment UI has been reworked to be more easily accessed
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.
Optimized display area for large monitors. Minimum resolution remains unchanged, but the app will now scale to a maximum width.
Where appropriate for the information on the page, the relevant timezone will be displayed.
'Pill' value lists, used throughout the application, can now have their values edited by clicking the pill item.
'Pill' value lists, used throughout the application, now have a 'copy to clipboard' button
Can now select fiscal periods on date filters throughout the application.
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.
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.
Improved the performance of territory tag matching as it could cause CPU limit errors when there were a large number of team members.
In some scenarios when using the parallel processing method, assignments could happen when a user was over their active caps, this has been resolved.
Resolved an issue that meant that after a sandbox was created, loading the territory map editor could cause an error.
Added extra validation so that a new record created through auto-conversion won’t try and assign an inactive Salesforce user as the owner.
The team filters displayed on the distribution settings page is now wider to show more information before truncating.
There was no warning that auto-reassign would be disabled when removing the SLA that auto-reassign was configured on.
Holidays spanning a clock change were displayed twice for the same day in the Calendar.
Data popover would sometimes display off the screen if a lot of data to be shown.
Visual issue with displaying ticks for distributors with three digit order numbers.
When using related owner, the full object path would be displayed for the related object rather than the friendly name.
When pasting into 'Pill' value lists, used throughout the application, quotes will no longer cause pasted lists to be incorrectly separated.
Selector components would sometimes flow off the bottom of the screen when opened at the bottom of the page.