Delpha Setup

Explore all the latest updates to the Delpha Setup app here.

Build 3.56

More Logical Sidebar Organization

in the App Delpha Setup, the left-hand menu is now grouped by functional categories (e.g., Data Quality, Duplicates, Conversations), making navigation more intuitive and setup tasks easier to locate.

Improved “Connect to Delpha” Mechanism

Previously, Delpha asynchronous operations were executed either:

• on behalf of the user who connected the org to Delpha, or

• via the Salesforce Automated Process user, which introduced several limitations:

  • No clear audit trail for changes made by Delpha

  • Inability to assign Permission Set Groups to the Automated Process user

  • Reduced visibility and control for admins

✅ Now, a dedicated named user is explicitly selected during the setup. All actions performed by Delpha will consistently appear under that user’s name, providing:

• Clear traceability of changes

• Full permission customization and access control

• Alignment with Salesforce best practices for automated systems

When upgrading to version 3.53.x or later from 3.50.x or earlier, you will need to reconnect Delpha as part of the setup process.

Faster Setup

• No email activation required: You no longer need to Activate Delpha sending an email to activate core features, simplifying the onboarding process.

• Conversations are now automatically imported once Delpha is connected, eliminating the need for manual setup steps.

Locked Records tab

Salesforce Validation Rules set on a record can fire an error and prevent Delpha from updating it. When this happens in a batched process, the whole batch is rejected. The system now more reliably handles these situations to minimize disruption in workflows by catching the error and logging the record ans the error message in the Locked Records table so you can take care of it later. This allows the other members of the batch to be properly updated.

A locked record is ignored by Delpha Data Quality as long as it is listed. You must delete the entry from the Locked Record table to let Delpha process the records.