Delpha Engagement Metrics

Delpha automatically calculates engagement metrics across Salesforce Leads, Contacts, and Accounts. These calculated fields provide an instant, aggregated view of a record's interaction history.

In addition to standard data quality field validation, Delpha calculates a set of summary metrics to give users an instant, aggregated view of a record's quality and engagement level.

These calculated fields can be added to your Salesforce page layouts or used to filter list views and reports or even used in your duplicate settings for scoping, filters or Master record selection.

Calculated Field

Supported Objects

Description

D Email Count

Lead, Contact, Account

Tracks the total volume of email interactions associated with this record to assess communication frequency.

D Call Count

Lead, Contact, Account

Tracks the number of logged calls, providing visibility into sales persistence and outreach efforts.

D Event Count

Lead, Contact, Account

Tracks calendar events (such as meetings or demos) to measure high-value interactions and engagement.

D Case Count

Account, Contact

Tracks the total number of customer support cases linked to the record, indicating support volume or account health.

D Opportunity Count

Account, Contact

Tracks the total number of related sales opportunities, providing instant visibility into pipeline activity.

D Hierarchy Count

Account

Tracks the number of child accounts linked to this parent account, providing visibility into corporate structures and family trees.

D Contact Count

Account

Tracks the total number of contacts associated with the account, indicating your reach within the organization.

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