Information for New Admins

This topic cover steps for admins who are new to Distribution Engine - e.g. those joining a company where Distribution Engine is already in-use. Follow these steps to get up and running.

  • The Distribution Engine must run as a Salesforce user. You can check on the Distribution Console who its currently running as. If you need to change this you can follow these steps: Switch running user.
  • Follow this topic to ensure your Salesforce user record has a licence for Distribution Engine:  Licences
  • Follow this topic to ensure your Salesforce user record has admin permission set for Distribution Engine: Permissions
  • Review the install and setup topics in this knowledge base to understand the tool.
  • Contact us - let us know that you are the new point of contact and we can run through any questions you may have.

 

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