Pull Distributor Settings

This feature is available on the Ultimate Tier. Learn more

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.

The Distribution Engine scheduler must be enabled to perform pull distributions.

 

 

You need to enable the Distribution Engine Widget for your users to be able to see the Pull Distributors. Learn more about adding the Widget

You can create new pull distributors from the distributors page. 

Pull distributor settings

From here you can edit, clone or delete a distributor. You can also access the distributor test tool and see recent distributions.

Distributor settings are grouped by the method - how records will be assigned, the source - what records are assigned, and the team member filter - who are we assigning to.

  • Distributor Name - pick a name for this rule. We recommend short names for ease of reading.
  • Description - A short description of the distributor, used throughout the app to identify it.

Method

  • Method - Pull distributors only have one method - Pull. A user must click the pull button to initiate the distributor.
  • Number of Records to Pull - How many records each click of the pull button will assign. The minimum value is 1 and the maximum is 100.
If fewer records than the specified number are available, all available records are pulled.

Source

  • Queue / user / status - select the Salesforce queue the rule should assign from. Or assign from a designated user or defined status. Learn more about sources here.
  • Field-based filter - filter the records being selected for distribution by a field value (e.g. only hot leads or only P1 cases). More on filters here - Learn more about filters here.
  • Campaign-based filter - filter the records being selected for distribution by the Salesforce campaigns they are in (only for leads and contacts).
  • Custom sort order - determine the order in which objects will be assigned from the queue (e.g. Created Date ascending for oldest first). Learn more about sort order here. 

Team member filter

  • Determine who in this team is eligible to receive assignments from this distributor.
    • All team (anyone in the team can receive assignments from this distributor).
    • Selected members (only selected team members can can receive assignments from this distributor).
    • By tags (team members will be selected based on the tags they hold). Learn more about distributor team member filters.
Dynamic tags are the recommended approach for simplifying distribution logic. 

How did we do?

Standard Distributor Settings

Trigger Distributor Settings

Contact