Distribution Viewer

The Distribution Viewer gives you a visual overview of how records move through your configuration, from Sources, through to Teams and Distributors. This is a great place to explore your entire setup whether you're a new user or existing user on your org.

Opening the Distribution Viewer

You can reach the Distribution Viewer through the left hand navigation on the Distribution Teams tab.

Layout

On the left hand of the screen, each of the configured sources for records is shown, Queues, Users and Field Values. In the centre of the screen, each of your configured teams is shown, and within those each of the distributors.

Clicking one of your sources will reveal arrows, showing the possible paths to teams and distributors for records from that source and display the Source Overview panel.

Detail View

Clicking a Team will show you the team description as well as the team members assigned to that team.

For every Distributor there are buttons where you can open sidepanels with more details in these areas:

• Filter - View the criteria used to filter records for this Distributor
• Assignment Method - View the assignment method used for this Distributor as well as any other settings that can affect the chosen assignee.
• Team Members - View the team member filters and caps used for this Distributor.
• Post Assignment - View any actions and tracking configured to happen after assignment, such as field updates