Email Insight

Delpha Email Insight helps you extract valuable insights from emails signature and link them directly to your Salesforce contacts.

This feature is available from Delpha 3.60 and onward.

Turn every email into clean, actionable Salesforce data

Delpha Email Insight automatically analyzes incoming emails, extracts useful information (like phone numbers, job titles, or company details), and links it to the right Salesforce Contact. Insights are stored in a dedicated related list and can even update fields automatically with smart rules.

• 📩 Capture key insights from plain text emails.

• 👤 Keep Contacts up to date without manual effort.

• 📋 View insights in context directly on the Contact page.

• 🔄 Automate updates with the included Salesforce Flow.

• 📈 Boost team efficiency with reliable, enriched CRM data.

With Delpha Email Insight, your CRM stays fresh, accurate, and ready to drive better decisions.

🧩 What Delpha Provides

To make this work in Salesforce, Delpha comes with several ready-to-use components. Each plays a specific role: some handle configuration, some display insights to your users, and others automate updates in the background.

You’ll find:

• A related list to display insights on Contacts,

• A Flow to automatically copy values into fields,

• An Apex class for processing emails,

• And a custom object where all insights are stored.

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🚀 How to Use It

• Admins: add the related list to Contacts, and activate the Flow if you want auto-updates.

• Developers: use the Apex class to process emails programmatically or in bulk.