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
- All Categories
- Configure Distribution Engine
- Distribution Teams
- Distributor Team Member Filters
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 going to senior service agents. Team member filters allow you to easily control these specializations.
Enabling team member filters
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).
Team member tag filters
You can filter based on tags held by your team members. If you haven't already set up tags, create this first by following the Distributor tags topic. Tag based member filters will select team members based on their assigned tags. There are 3 choices with tag member filters; Static, Dynamic, and Territory.
You can add multiple tag rows. Team members must match every row criteria to be selected - AND logic is used for all rows (1 AND 2 AND 3...).
If you already know the tags you want to select on, you can specify them in the team member filter. Choose the tag collection and select the tags.
- Includes: This will look for team members that are assigned any of the chosen tags.
- Includes All: This will look for team members that are assigned all of the selected tags.
- Does Not Include: This will look for team members that don't have any of the selected tags assigned to them.
For example using "includes" will only select team members holding the "mid level" OR "senior" tags. When the distributor runs it will find team members holding either of those tags.
Distribution Engine can look at the incoming records and find users with tags corresponding to the record being assigned. For example, to assign cases by spoken language to the relevant team member, we can link a language field on case to a language tag collection. So when a case arrives with Spanish, the engine will look for agents holding the Spanish tag, when a case arrives with French the engine will look for agents holding the French tag. This way we avoid needing multiple distributors to assign to each type of tag.
Automatically assign based on the territories defined in the Distribution Classifier territory module. This allows you to create territories and assign tags for each to your users.
Don't forget! Only users who are part of the team will be selected. Users holding the correct tags but who are not part of the team will be ignored.
Team Member Exclusion
Distribution Engine can optionally exclude specific team members from receiving an assignment from a Distributor. This can be used, for example, to exclude team members who have a conflict of interest from working a case.
If enabled, a text or user lookup field from the Distribution Object must be selected. Distribution Engine will read this field on assignment and any user IDs in that field will be unable to receive that record as an assignment from this Distributor. In order to define multiple Team Members to be excluded, IDs should be separated with commas.