Check my org settings

Ensure your Salesforce org settings are properly set to get the best of Delpha

Lightning Web Security: activated (Mandatory)

To activate the Lightning Web Security feature in Salesforce:

1. Access Setup: Click on the gear icon and select "Setup."

2. Locate Session Settings: Enter "Session Settings" in the Quick Find box.

3. Enable Lightning Web Security: Scroll to find the "Enable Lightning Web Security" option and check the box.

4. Save Your Configuration: Click "Save" to ensure the settings are applied.

In newly created Salesforce orgs, the LWS feature is activated by default.

If you do not activate it, the display of the all the LWC components in the org will be too slow to allow a good user experience.

Delpha's data steward views are LWC components.

Adopt updated CSP directives: unchecked (Mandatory)

To deactivate the Adopt updated CSP Directives setting in Salesforce:

1. Access Setup: Click on the gear icon and select "Setup."

2. Locate Session Settings: Enter "Session Settings" in the Quick Find box.

3. Adopt updated CSP directives: Scroll to find the "Adopt updated CSP directives" option and uncheck the box.

4. Save Your Configuration: Click "Save" to ensure the settings are applied.

If this option remain selected, some links provided by Delpha (such as Company logo) will not display properly and will appear as broken links.

Accounts as Campaign Members: enabled (Recommended)

1. Access Setup: Click on the gear icon and select "Setup."

2. Locate Accounts As Campaign Members: Enter "Accounts As Campaign Members" in the Quick Find box.

3. Enable Accounts As Campaign Members: Select the option "Enable"

4. Save Your Configuration: Click "Save" to ensure the settings are applied.

This setting is mandatory if you want to deal with Account Enrichment through Delpha Campaigns.

Contacts to Multiple Accounts: enabled (Recommended)

To activate the feature allowing users to relate a contact to multiple accounts in Salesforce:

1. Navigate to Setup: Click the gear icon and select "Setup."

2. Search for Account Settings: Use the Quick Find box to locate "Account Settings."

3. Enable the Feature: Find the "Contacts to Multiple Accounts" option and check the box to enable it.

4. Save Changes: Click "Save" to apply the changes.

This setting is recommended when dealing with contacts belonging to different accounts.