> For the complete documentation index, see [llms.txt](https://help.delpha.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.delpha.io/delpha-for-salesforce/delpha-apps/delpha-setup/delpha-configuration/first-steps.md). # First Steps ## 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.delpha.io/delpha-for-salesforce/delpha-apps/delpha-setup/delpha-configuration/first-steps.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.