Learning Lab

Overview

We make routing in Salesforce effortless. This section provides an overview of the features that can help solve your specific business challenges.

Installation

We walk you through installation plus a few basic concepts to get you and your team started. Rest assured—Distribution Engine is easy to use.

Territory Classifier

Discover Distribution Engine's powerful Territory Classifier. Get a setup overview and watch a demo to see how simple it is to use the map builder.

Lead Matching

Get the lowdown on the Lead Matching feature, learn more about setup, and delve into distributor configuration.

Teams

Explore how to create and manage a team. Get an overview of how teams work, including how to add new members.

Tags

Tags are a great way to organize your team. Learn how to create and assign tags to team members and discover the flexibility this feature offers.

Distributors

Learn about Distributors and discover how to use the Round Robin, Sticky Round Robin and Lookup features.

Filters

Find out how to sort, refine, and save time with the systems Distribution and Team Member filters.

SLAs

Discover how to create and customize SLAs with an overview of team tracking and alerts, and learn to manage team members’ assignments and hours.

Reporting

Here we show you how Distribution Engine is bringing value to your business.

Analytics

We cover set up of analytics, and how to use your data to optimise your setup.

Webinars

Our webinar session recordings; relevant topics and good practices to help you get more value out of your Distribution Engine installation.