Distributors

Distribution Methods

Distribution Engine has a number of different methods or algorithms, that a distributor can use to select the team member for an assignment. Learn about them here.

Distributors Introduction

Distributors are the rules which define how assignments are made. You can have multiple distributors per team, each with a different function. E.g. Hot, warm and cold leads or P1, P2 and P3 cases. Fr…

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Distributor Types

There are 4 types of distributor – standard, trigger, pull and manual. For most situations standard is the most powerful and best choice. The differences are covered below. Distributor types. Type De…

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Standard Distributor Settings

Creating a distributor or opening an existing distributor brings you to the distributor settings page. From here you can edit, clone or delete a distributor. You can also access the distributor test…

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Pull Distributor Settings

Pull distributors provide a way for your reps / agents to request work by clicking a button on the Distribution Engine widget, this will draw one or more records on demand from the specified source.…

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Trigger Distributor Settings

The vast majority of assigning scenarios in Distribution Engine will be best suited to standard distributors, these are the most powerful and scalable form of distribution. However, there are cases w…

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Manual Distributor Settings

Manual Distribution is only available on lightning experience. Manual distributors provide a method of being able to assign a record to a chosen team member, but still being able to utilize Distribut…

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Distributor Sources

In order to select records to be assigned each distributor has a "source". Distribution Engine can assign from Salesforce queues, a specified Salesforce user or using a field value on a record. Sourc…

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Distributing from a Designated User

Salesforce only provides queues for Lead, Case, Task and custom objects. To work with other objects (such as Opportunities, Accounts, Tasks and Contacts) Distribution Engine can distribute from a spe…

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Distributor Filters

With no filters enabled a distributor will select from all the queued records. However there are times when you may want to be more selective. E.g. using filters you can create a round robin for a se…

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Distributor Team Member Filters

You can control which team members within a team will receive specific types of assignments. For example, maybe you only want Spanish Leads going to Spanish speaking users, or maybe you want P1 cases…

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Distributor Sort Order

You can use the custom sort order on distributors to determine the order in which objects will be assigned from the queue (e.g. Created Date ascending for oldest first). If you are expecting to assig…

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Advanced Filter Mode

Advanced filter logic. You can create your own advanced filter logic by directly using Salesforce Object Query language. This is for advanced Salesforce users only but it gives you the ability to ref…

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Distributor Test Tool

The Distributor test tool allows you to test a record against a distributor e.g. to see why it is not assigning. A new version of the Distributor test tool was introduced in the Hummingbird release.…

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