Getting Started
Installation
Permissions
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
Distributor Test Tool (Legacy)
Before you Begin
Installation Overview
Whats in the Package
Triggers
Installation Process
Managed Package Licences
Page Layouts
Leaving A Review
Uninstall
Upgrading Distribution Engine
Configure Distribution Engine
Distribution Classifier
Territories
Territories Introduction
Create a Map
Import Territories
Territory Map Zoom Levels
Object Settings
Detecting Territories
Territory Settings
Territories - Technical Details
Territory Distributor
Lead Matching
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
Custom Classification
Custom Classification - Introduction
Stamp Groups
Stamps
Custom Classification - Synchronized Tag Collections
Lead Auto-Conversion
Lead Auto-Conversion - Introduction
Lead De-Duplication
Lead Conversion
Configuring Auto-Conversion
Auto-Conversion Rules
Distribution Classifier - Introduction
Backfill
Delay Filters
Distribution Teams
Distributors
Distribution Methods
Distribution Methods - Introduction
Lookup Owner
Load Balancing
Round Robin
Related Owner
Sticky Assignment
Distributors Introduction
Distributor Types
Standard Distributor Settings
Pull Distributor Settings
Trigger Distributor Settings
Manual Distributor Settings
Distributor Sources
Distributing from a Designated User
Distributor Filters
Distributor Team Member Filters
Distributor Sort Order
Advanced Filter Mode
Distributor Test Tool
Weighting and Caps
Distribution Hours
Tracking & SLAs
Team Settings
Distribution Teams Introduction
Distribution Assignment Process view
Team Summary
Team Members
Team Availability
Team Performance
Assignment Rejection
Post Assignment
Stamp Rejection
Dynamic Team Members
Distribution Tags
Distribution Availability
Distribution Availability
Shift Hours
Out of Office
Distribution Holidays
Holiday Regions
Regional Holidays
User Availability Toggle
Distribution Settings
Distribution Settings
Calendar Integration
Advanced Settings
Distribution Engine Running User
Licensed users list
Export & Import
Import Errors
Trigger Settings
Email Notifications
Email Notifications - Introduction
Custom Email Notifications
Disabling Standard Email Notifications
Customising the Email Template
Disabling Custom Email Notifications
From Email Address
Email Notification as Flow
Assignment Simulator
Assignment Simulator - Introduction
Configure Assignment Simulation
Assignment Simulator Result Explorer
Advanced
Q2Q teams
Integrating InsideSales.com power dialer
Pardot
Auto archive feature
Uploading tags via dataloader
Salesforce Mobile
Tuning Distribution Engine
Setup Introduction
Queue Basics
Queues
Distribution Sync
Monitoring
Distribution Console
Console Introduction
Application Monitoring
Today's Distributions
Sources Console
Availability Calendar
Distribution Logs
Distribution Logs
Distribution Logs List
Territories Logs List
Lead Matching Logs List
Custom Classification Log List
Auto-Conversion Logs List
Object Sync Logs List
Scheduler Logs List
Archive Logs List
Exporting Log Data
Distribution Analytics
Distribution Engine Details Object
Distribution Engine Dashboard
Salesforce Reports
Reports - Leads and Distribution Logs
Change History
Setup Examples
Skill Based Matching
Assigning Contacts - Pairing SDRs and AEs
Delaying Distribution
Enforce Cap for Manually Assigned Records
Criteria Caps
Splitting records between teams
Salesforce Admins
Workflow Rule Examples
Formula Examples
Domain Formula
Timezone Bucket Formula
Has Activity Formula
Territory Formula
Age Formula
Distribution Engine Details Formula
id Field to Text
Flow Examples
Chatter Notifications
Slack Notifications
Desktop or Mobile Notifications
Custom Assignment Rejection
Classify on Address Change
Assign on Action
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
Validation Rules
Developers
Apex API
Availability API
Classifier API
Out of Office API
Tags API
Team Members API
DE Apex API Introduction
Rejection API
System API
Trigger Distribution API
Apex Trigger Examples
Omni-Channel Presence Integration
Salesforce Presence Integration
Invalid Email trigger
Custom Triggers
Visualforce Examples
Troubleshooting
Warnings and Errors
Health Checker Messages
Scheduler Restarted
Distributor Failures - Records on Hold
Assignment Errors
Classifier Errors
Apex CPU time limit exceeded
Timeout when deleting a Team Member or Distributor
Records Stuck / Not Being Assigned
Support
Previous Releases
2.9
3
4
4.12
4.15
Armadillo
Bison
Chameleon
Dragon
Dragon beta release - install guide
Eagle upgrade process
Eagle
Fox
Gorilla
Gorilla Upgrade Process
Hummingbird
Hummingbird Upgrade Process
Impala
Impala Upgrade Process
Jellyfish
Jellyfish Upgrade Process
Koala
Koala Upgrade Process
Llama
Llama Upgrade Process
Meerkat
Meerkat Upgrade Process
Upgrade Links
Introducing Nightingale!
Nightingale Release Notes
Nightingale Upgrade Process
Owl Release Notes
Owl Upgrade Process
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
Contact Support
Grant Login Access
Purchase
Purchasing Steps
Distribution Engine - Purchasing FAQ
Support Packages
Legal Agreement Details
GDPR
Policies
Migrating Licences
Contact us
What Tier am I on?
Booking Engine - Purchasing FAQ
Features by Tier
Latest Release
Booking Engine
Table of Contents
- All Categories
- Configure Distribution Engine
- Distribution Teams
- Dynamic Team Members
Dynamic Team Members
Updated
by Charlie Jenkins
Dynamic Team Members allow you to automate the administration of team members by adding and removing users from a team, based on values on their Salesforce user object.
You can configure a rule to automatically add users with:
Role: 'Salesforce User'
Department: 'Sales'
When a new user is added in Salesforce with those criteria, they will automatically join the team. If their role or department changes and no longer match, they'll be automatically removed.
Configuring Dynamic Team Members
The Distribution Engine Custom Team Manager permission set can also be granted access to this feature.
To setup Dynamic Team Members:

- Navigate to the team settings page
- Click the Dynamic Team Members tab.
- Add or edit rules to define membership criteria.
Dynamic Team Member Rules
Rules are used to define which users will be added as team members. They also define the shift hours and weighting that any users added by the rule will be given by default. Up to three rules can exist for each team.
Rule run order
Rules are run in order, and a user who could be added by multiple rules, will be added by the first one in the running order. To reorder your rules, click the three dot menu, next to add rule and click reorder rules. Then you can drag and drop your rules into the right order.

Adding and editing Rules
To add a new rule, click the add rule button. The Dynamic team member setup dialog will be shown.

- Give your new rule a name, so that you can identify what it does later.
- Define the filter for selecting users. You can create up to ten filter rules, which check against fields on the user object and other related objects. Like Distribution Filters, you can use logic to construct your query, by clicking the Logic toggle. This article has more information on constructing filters.
- Optionally select an existing team member to copy their configuration. This team member's shift and weighting will be the default when new team members are added by this rule.
- Select the shift any new team members will use.
- Select the weighting any new team members will use.
- Finally, you will see a preview of the team members.. This preview includes all configured rules for dynamic team members allowing you to check that the updates include intended users
To edit an existing rule, click the Edit button on the row menu for that rule.
Dynamic Team Member Processing
When one or more rules exist for Dynamic team members, you can enable or disable processing for the team by clicking the 'toggle all on/off'. Note that when disabling dynamic team member processing, all dynamic team members current on the team will be removed.

Update Frequency
Changes to rules do not take effect instantly. Dynamic Team updates are processed at set intervals, configurable by admins via the Advanced Settings page.
Team Member Limits
Dynamic team members will not be able to be added to a team which has hit its team member limit. In this case an admin will be emailed to notify them that the limit has been hit.
Licenses
All Distribution Engine users require a Distribution Engine license in order to recieve assignments or configure the application. Dynamic Team members will automatically assign licenses to users who don't already have one.
If no licenses are available, only users with existing licenses will be added to the team. In this case, admins will be notified that team members were unable to be added.