Default Values

Set default field values in Delpha for Account, Contact, and Lead creation. Ensure required fields are always filled to prevent Salesforce validation errors and streamline automated record creation.

Default Values Configuration in Delpha

The Default Values screen allows you to predefine field values for Accounts, Contacts, and Leads. This ensures smooth record creation and compliance with Salesforce validation rules by automatically filling in required fields.

Key Configuration Sections

• Account Default Values

  • Action: Use Add New Field to define defaults (e.g., Industry, Account Type, Region)

  • Purpose: Prevent errors during Account creation due to missing required fields

• Contact Default Values

  • Action: Add defaults for fields like Email, Phone, or Job Title

  • Purpose: Ensure Contact records are created with all mandatory info

• Lead Default Values

  • Action: Set fields such as Lead Source, Status, or Company Name

  • Purpose: Avoid issues during Lead creation where validation rules apply

These settings are critical for the Job History use case as you can be proposed to create a new account or a new contact.