Check my org settings

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

Install the Delpha Connected Apps (Mandatory)

Starting in early September 2025, Salesforce blocks end users from authorizing or using uninstalled Connected Apps. Only apps that are explicitly installed (or users with special permissions) will work. (Salesforce)

Why Delpha is impacted

Delpha’s Connected App (DelphaAssistantV2) is not installed with the Delpha Assistant package. That makes it an uninstalled application. New users attempting to connect LinkedIn through Delpha will fail until the app is installed (or the user has a bypass permission). (Salesforce)

Case 1 — The user doing the Delpha connection has the System Administrator profile

1. In Setup, open Connected Apps OAuth Usage (Quick Find → “Connected Apps OAuth Usage”). (Salesforce)

2. Locate DelphaAssistantV2.

3. In Actions, click Install (you’ll typically also see Block beside it).

4. Confirm installation. After this, end users can authorize via Delpha normally.

Tip: In this list, an app showing “Install” is not yet installed; one showing “Uninstall” is already installed.

If you are using a Delpha version below 3.62, you will have to apply the same remediation to the connected app DelphaApp

Case 2 — The user doing the Delpha connection isn’t a System Administrator

1. Create a temporary Permission Set that grants the system permission: Approve Uninstalled Connected Apps. (Salesforce Admins)

2. Assign this Permission Set to the user who will perform the install.

3. Have that user repeat Case 1 to click Install on DelphaAssistantV2.

4. Remove the temporary Permission Set after installation.

If you are using a Delpha version below 3.62, you will have to apply the same remediation to the connected app DelphaApp

Notes & validation

• Existing users who previously authorized an uninstalled app may continue working in some cases, but new authorizations are blocked unless the app is installed or the user has the new permission.

• If “Install” isn’t visible, you may already have the app installed (you’ll see “Uninstall” instead), or you’re not viewing from an account with rights to install.

• To double-check, open Connected Apps OAuth Usage, select the app, and review Manage App Policies. (Salesforce)

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.

Make sure all Delpha users can access User External Credentials Object (Mandatory)

Delpha relies on OAuth for secure authentication that's why, to use Delpha features, the users must be able to access the User External Credentials Object.

To activate this access:

• Option 1: For a permission set, under Apps, click Object Settings, and then click User External Credentials.

• Option 2: For a profile, scroll to Standard Object Permissions and then select User External Credentials.

(Salesforce)

If this is not done, users will experience a direct failure when requesting a Data Quality Assessment from the Delpha Score Meter.

Make sure all Delpha users have the Modify Named Credentials and External Credentials permission (Mandatory)

Delpha features that rely on the connection between your org and the Delpha backend require the system permission Modify Named Credentials and External Credentials.

It can be added at profile level or on a custom permission set.

If this system permission is not granted:

• The org appears disconnected in the Delpha Setup app, even when it is already connected. The Connect button stays active, no Delpha user is set, and this does not change after a Delpha admin clicks Connect.

• The Delpha user cannot run a record-level data quality assessment because the org appears disconnected for that user.

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.