Distribution Engine
Lead & Case Assignment for Salesforce.
Overview
Distribution Engine is a highly-rated application on the Salesforce AppExchange that automates the assignment of records like leads, cases, and opportunities. It allows for sophisticated distribution logic, including round robin, load balancing, and territory-based assignment. While it is not a visual territory planner, it is a powerful tool for executing the assignment rules defined by a territory structure, ensuring records are routed to the right person or team efficiently.
✨ Key Features
- Round Robin & Weighted Distribution
- Load Balancing (Caps & Limits)
- Skills-Based & Attribute-Based Routing
- Territory-Based Assignment
- Out of Office & Working Hours Management
🎯 Key Differentiators
- Ease of setup and administration within Salesforce
- Powerful features for managing team availability (working hours, out of office)
- Focus on fair and balanced distribution of work
Unique Value: Provides a powerful, flexible, and easy-to-manage solution for automating record assignment in Salesforce, ensuring speed-to-lead and balanced workloads.
🎯 Use Cases (4)
✅ Best For
- Implementing a round robin assignment pool for inbound leads
- Setting daily or weekly caps on how many leads a rep can receive
- Routing high-value leads to senior sales reps automatically
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies needing to visually design and map sales territories
- Organizations not using Salesforce
- Users who need route planning or field sales features
🏆 Alternatives
Often seen as a more user-friendly and focused alternative to LeanData for teams that primarily need advanced routing and distribution without the full suite of RevOps features. More powerful and easier to manage than building complex logic in Salesforce Flow.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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