Advanced Settings

Configure Advanced Merge Settings in Delpha. Learn how to Enforce User Permissions during merges and enable "Sync merges to HubSpot" to keep marketing data clean.

Overview

The Advanced Settings section allows you to control security permissions and external integrations during the merge process.

These settings are optional but critical for organizations with strict security models or active integrations with marketing platforms.

Enforce User Permissions

• What it does: This setting respects the Salesforce Sharing Settings of the current user when they attempt a merge.

• Enabled (Toggle On): Delpha checks if the user has the necessary rights (e.g., Read/Write/Delete access) on the specific records involved. If they do not, the merge is blocked.

• Disabled (Toggle Off): Delpha may allow the merge to proceed using system-level privileges, even if the individual user wouldn't normally have permission to delete one of the records.

• Best Practice: Enable this if you want to ensure that your Sales Reps cannot accidentally merge (and delete) records owned by other private teams.

Sync Merges to HubSpot

• What it does: Bridges your Salesforce duplicate management with HubSpot.

• Enabled (Toggle On): When Delpha merges two records in Salesforce (e.g., merging Contact A into Contact B), it sends a signal to HubSpot to perform the exact same merge.

• Why use it: This prevents "Zombie Records" in your marketing automation. Without this sync, you might clean your CRM, but HubSpot would still retain the duplicate, leading to disjointed marketing history.