Team Members

Team members are the Salesforce users receiving assignments. In order for Distribution Engine to assign records to a user they must be added to one or more Distribution teams.

From the team members page you can:

  • Add or remove team members, optionally performing additional configuration.
  • Activate and deactivate team members.
  • Toggle team members on or off, including using timer toggles if enabled on your org.
  • View team member's caps.
  • View how many records they have been assigned today/in total.

Add team members

Click the add team members button and filter by profile, role or date added. You can create team members as inactive by unselecting the 'Create active' checkbox.

Filtering by date added allows you to find recently added Salesforce users - handy for onboarding new joiners.

Team Members that are set as the Source of a distributor, will not receive assignments from that distributor. 

Can't see the toggles? Turn on User availability toggles on the Distribution Settings tab.

Add & Configure Team Members

When adding team members, you can optionally perform a partial configuration of these team members as part of the same action, to speed up getting users ready to receive distributions. To do this, click the arrow next to 'Add Team Members' and click 'Add & Configure'

This action allows you to set the Shift, Tags and Weighting of any newly added team members.

When adding multiple team members using Add & Configure, all team members will receive the same Shift, Tags and Weighting values.

Remove or deactivate team members

  • Click the 3 dots button to the right of a team member and select remove or deactivate.
  • Or use the checkboxes to multi-select and then click the 3 dots button in the toolbar at the top right to remove / deactivate multiple team members.

 

 

Team members licenses

Each team member will consume one of your Distribution Engine licenses, and you can see the total count in the header. Users in multiple teams only count as 1 license.

Contact Support to add more licenses. 

How did we do?

Team Summary

Team Availability

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