How to add Delpha components in my standard layout

Easily add the Delpha Assistant to Salesforce record pages as a floating icon or embedded widget. Guide users to apply recommendations directly on Accounts, Contacts, and Leads with minimal setup.

Add the Delpha Score Meter to Lightning Record Pages

The Delpha Score Meter is designed to provide immediate, actionable visibility into data quality directly within your Salesforce record pages (such as Accounts, Contacts, or Leads).

How to Add It to a Lightning Page Layout

To make the component available and functional for your users ensure the following steps and prerequisites are met:

1. Open Lightning App Builder:

   • Navigate to the target record page (e.g., an Account record).

   • Click the Gear Icon (Setup) > Edit Page to open the Lightning App Builder.

2. Add the Component:

   • Search for Delpha Score Meter under the Custom - Managed components pane on the left.

   • Drag and drop the component onto your desired canvas layout (such as the right-hand sidebar).

3. Save and Activate:

   • Click Save and complete the Activation process to apply the layout (Org Default, App Default, or assigned by Profile/Record Type).

Add the Delpha Assistant to Lightning Record Pages

The Delpha Assistant helps users view and apply recommendations directly from Account, Contact, or Lead pages in Salesforce. You can display it in two ways: as a floating icon or an embedded widget.

Option 1: Floating Icon

Displays a small icon in the bottom-right corner of the page showing the number of available recommendations. Users click the icon to expand the list.

How to Set It Up:

1. Go to an Account record page → click the ⚙️ Gear icon → Edit Page

2. Drag the DelphaBot component into the right pane

3. Click Save

4. Click Activate, choose Org Default, then Save

Repeat this for:

• All Lightning pages where you want Delpha displayed

• Contact and Lead record pages, if needed

Option 2: Widget View

Embeds the Delpha Assistant as a fixed widget on any part of the page layout.

How to Set It Up:

1. Drag the Delpha_Standard component to the desired page section

2. Save the changes and follow the same activation steps as for the floating icon