A distribution team is a group of users that are part of a similar team within your company and are part of a shared distribution (it could be either Round Robin or an Ownership group). Consider these as "assignees" who will take ownership in Salesforce.
Let's explore distribution teams:
- Who should you put in a team?
- Managing Your Team
Who should you put in a team?
Groups of users that are part of a similar team within your company - for example, Northeast SDR team Enterprise AE team - all of these users should be put into a team together.
You can add, remove, and manage those team members in this section.
Managing Your Team
In this section, we'll explain every feature and data available within Distro's Teams:
The status column will display either Active or Draft.
Active - The team has no unpublished changes and is ready to go!
Draft - The team has been recently created and needs to be published. All changes are autosaved, but Admins need to publish changes to ensure that they’ll have an effect on newly created (duplications included) teams. Also, if a Team is in Draft status, it will not be available to be included in other sections, like Ownership rules, for example.
The Users In Team column shows how many users each team has at the moment.
The Last Modified column will show the last date on which the team was modified, and the Created By one, the user who created the team.
The member list screen you’ll give Admins some useful information about their teams:
- List of team members
- Calendar Status (Connected or Not Connected)
- CRM Status (Connected or Not Connected)
- Date Added
Admins will also be able to manage their teams, by adding and removing reps according to their needs:
If you're searching for any users who are already in the team, Distro will display a message ("In Team") right next to the rep's name.
As soon as any changes are done to the team members list, Distro will display a message right next to each team member’s name stating that there are Unpublished Changes. You'll need to publish your teams to make sure the team is up-to-date.
Re-Ordering your Team
This feature is something you may want to do to manipulate the order in which your team will receive new objects in Distro.
You can drag and drop to re-order your team according to what you would like to:
Note: Higher order in the list means higher priority when two or more users are tied to the same record distribution.
Updates will also need to be published after that!
In order to facilitate the Distro team’s management, you can also remove/add users in bulk:
Once again, updates will also need to be published after that!
Duplicating Your Team
You can also duplicate an existing team to facilitate team creation:
By default, duplicated teams will be created as “Copy Of Team Name”, and their status will be “Draft”, meaning that you’ll also need to publish it to be Active and good to go!
Adjusting the Weight of your Team
You can adjust the weight of your team per Router! Keep in mind that you can only change the weight if you are using the Round Robin algorithm.
- Create your Teams;
- Create your Rulesets;
- Create your Router;
- Assign the Ruleset and the team;
- Select the ruleset;
- Find the Distribution Algorithm on your right;
- On that panel, you will see a hyperlinked "Fairness". Click on that;
- A pop up will appear will all team members related to that Ruleset and their weights that you can modify as you please;
- It will be automatically saved;
- You must Publish your router again. If you don't, the changes will be saved in a Draft mode.
Below is a quick video on how to do that: