Welcome to the Learning Lab

We’ve been busy working on a ‘Foxy’ new release coming to sandbox w/c 18th November. This lab will take you through some of the new features in our latest version of Distribution Engine such as lead matching and calendar sync.

Welcome to Distribution Engine! Distribution Engine makes routing easy in Salesforce. For those of you using Sales Cloud, this lab will give you an overview of our features and show you which will help solve your business challenges.

Welcome to Distribution Engine! Distribution Engine makes routing easy in Salesforce. For those of you using Service Cloud, this lab will give you an overview of our features and show you which will help solve your business challenges.

Get up and running with Distribution Engine. This lab will take you through installation and some of the early concepts to get you started with Distribution Engine.

Learn about the Territory Classifier in Distribution Engine. This lab will give an overview of the classifer, along with a setup overview and a demonstration of using the map builder.

Learn about creating and maintaining a team in Distribution Engine. This lab will give you an overview of how teams work, creating new teams and adding team members.

Tags are a great way to organise your team. Learn how to create and assign tags to team members, and discover the flexiblity tagging offers.

Learn about creating and customising SLAs in Distribution Engine. This lab will give you an overview of team tracking and alerts, and show you how to manage your team member's assignments and hours.

Learn about distributors in Distribution Engine. You'll learn how to set up round robin, sticky round robin and lookup owner distributors.

Learn about filters in Distribution Engine. You'll get an overview of both distribution and team member filters.

Once you've set your Distribution Engine up, you want to know how it's bringing value to your business. This lab will show you how to set your reporting & analytics up, and use your data to optimise your setup.

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