First Steps

Connect your Salesforce org to Delpha, review configuration health, and optimize batch size settings for the Ultimate Account use case. Ensure smooth setup and maximum performance.

First Steps section

Connect to Delpha

Establish a secure connection between your Salesforce org and Delpha's backend. This may require authentication and enabling API access. If not connected, follow the prompts to complete the setup.

Review Configuration

Check for any missing or incorrect settings. If issues are detected, Delpha provides step-by-step instructions for remediation to ensure proper functionality.

Ultimate Account Batch Size

Defines how many accounts are processed per batch in the Ultimate Account use case. A green check indicates the correct setting. If not, follow the recommended adjustments to optimize batch processing.