Connect the org to Delpha

Connect your Salesforce org to Delpha by using the Delpha Setup app and configuration tab. Fast integration in just a few clicks to enable full platform functionality.

Connecting Your Salesforce Org to Delpha

From version 3.91 Delpha relies on an External Connected App to ensure the connection with Delpha backend. Complete the required setup steps as a Salesforce administrator to cope with Salesforce security recommendations.

Step 1: Create a Delpha Integration profile.

• Navigate to Salesforce Setup > Users > Profiles

• Clone the Standard User profile and name it Delpha Integration.

• Edit the new profile and activate these 4 Administrative Permissions

  • API Enabled

  • Customize Application

  • View All Data

  • View Setup and Configuration

You can use an existing profile, such as System Administrator or Minimum Access - Salesforce. Enable all four permissions directly on the profile, or assign them through a permission set. A permission set is required when using Minimum Access - Salesforce.

Step 2: Authorize and setup the Delpha App

• Navigate to Salesforce Setup > External Client App Manager You will see 2 ECA, installed by Delpha:

  • Delpha_Assistant_Dev: ensures the connection with Delpha Dev backend. Modify this ECA only if Delpha Support ask you so. It requires some extra settings to be activated by Delpha.

  • Delpha_Assistant_Prod: ensures the connection with Delpha Prod backend.

• Edit the policies of Delpha_Assistant_Prod and unfold the OAuth Policies. Set Permitted Users to Admin approved users are pre-authorized Save the changes.

• Edit the policies of Delpha_Assistant_Prod and unfold the App Policies. In the Select Profile section, select Delpha Integration from the Available Profiles list and assign it to the Selected Profiles list. Save the changes.

• With this setup, only the users with the Delpha Integration profile can be set as Delpha Integration users.

• If you used an existing profile for step 1, you can limit the scope of allowed users by creating an empty permission set Delpha Integration and assign it in the Select Permission Sets section.

Step 3: Setup a Delpha Integration user and connect the org

The Delpha Integration user is acting on behalf of Delpha. Every change Delpha makes is attributed to the Delpha Integration user in the audit trail.

The active Salesforce User you want to assign as the Delpha Integration user must have:

• the profile defined as Delpha Integration profile

• the Delpha User Permission Group (or Delpha Data Steward or Delpha Admin)

• a Delpha Licence

To connect the org to the Delpha backend, open Delpha Setup app and start typing the name of the user in the dynamic edit field. Select the user when you see it in the list.

Once connected, Delpha can begin syncing data and enabling core features.

The profile and permissions of the Delpha Integration user are going to be used by Delpha to perform any needed modification. We recommend using a dedicated 'technical' user and to give the profile extended access to the objects.

Delpha Technical Setup is done!