Setup

Learn how to set up Delpha Email Insight in Salesforce. Display insights on Contacts, automate updates with flows, and process emails with Apex.

Delpha Email Insight helps you extract valuable insights from emails and link them directly to your Salesforce contacts. This guide explains how to set it up and how to use the provided Apex class for processing emails.

Add Insights to Contact Page (Optional)

To view insights directly on the Contact record:

1. Go to Setup > Object Manager > Contact > Page Layouts.

2. Edit your active layout.

3. In the Related Lists section, drag & drop “D Insight” into the layout.

4. Customize the columns to display useful fields:

   • D Type

   • D Value

   • D Score

   • D Status

5. Save and return to a Contact record → the related list will now appear.

Activate the Copy Flow (Optional)

A prebuilt Salesforce Flow named “Delpha Copy Insight Value to Contact” is included.

• When active, it copies values from Insights to Contact fields (if conditions are met).

• Default rules:

  • The Contact field is empty.

  • The Insight score is ≥ 70.

Steps to activate:

1. Go to Setup > Flows.

2. Open the flow “Delpha Copy Insight Value to Contact”.

3. Review the “Should Copy” blocks (adjust if needed).

4. Click Activate (top-right).

Using the DDQ_InsightEmail Apex Class

The class DDQ_InsightEmail handles sending email text to Delpha servers and storing insights in Salesforce.

Processing flow:

1. Send query to Delpha server.

2. Receive response and create delpha__DDQ_ContactInsight__c records.

3. If the Copy Flow is active and conditions are met → Contact fields get updated automatically.

⚠️ Only plain text emails are supported (EmailMessage.TextBody). HTML bodies (EmailMessage.HtmlBody) may cause incomplete or incorrect results.

🔹 Single Mode (1 Contact)

Id contactId = '<contactId>';
String emailBody = 'Full body of your email message';

delpha.DDQ_InsightEmail.getInsights(contactId, emailBody);

• 1 API call.

• Up to 3 insights inserted.

• May update the Contact.

• ❌ Cannot call more than once per transaction.

🔹 Batch Mode (Up to 10 Contacts)

List<delpha.DDQ_InsightEmail.EmailInsightInput> inputs = new List<>();

delpha.DDQ_InsightEmail.EmailInsightInput input1 = new delpha.DDQ_InsightEmail.EmailInsightInput();
input1.contactId = '<contactId>';
input1.emailBody = 'Full email body';
inputs.add(input1);

// Repeat for up to 10 inputs

delpha.DDQ_InsightEmail.getInsights(inputs);

• 1 API call for all inputs.

• Up to 3 insights per input.

• May update associated Contacts.

• ❌ Cannot call more than once per transaction.

🔹 Batch Mode (More than 10 Contacts – up to 500)

• Works the same as above, but if more than 10 inputs are passed:

  • The class creates a Salesforce Batch Job.

  • Records are processed 10 at a time.

  • ✅ Can be called up to 50 times per transaction.

  • ❌ Cannot be called from inside another Batch.

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📄 Code Snippets

Retrieve Emails Linked to Contacts

List<EmailMessageRelation> relations = [
  SELECT EmailMessage.TextBody, RelationId 
  FROM EmailMessageRelation 
  WHERE RelationId != NULL 
  LIMIT 500
];

List<delpha.DDQ_InsightEmail.EmailInsightInput> inputs = new List<>();

for(EmailMessageRelation r : relations) {
    delpha.DDQ_InsightEmail.EmailInsightInput input = new delpha.DDQ_InsightEmail.EmailInsightInput();
    input.contactId = r.RelationId;
    input.emailBody = r.EmailMessage.TextBody;
    inputs.add(input);
}

---

Retrieve Emails Linked to Cases

List<Id> caseIds = <your case list>;

// Query cases with emails
List<Case> casesWithEmails = [
  SELECT Id, ContactId, (SELECT Id, TextBody FROM EmailMessages) 
  FROM Case 
  WHERE Id IN :caseIds
];

// Build inputs
List<delpha.DDQ_InsightEmail.EmailInsightInput> inputs = new List<>();
for(Case c : casesWithEmails) {
  if(c.ContactId == null || c.EmailMessages == null) continue;

  for(EmailMessage m : c.EmailMessages) {
    delpha.DDQ_InsightEmail.EmailInsightInput input = new delpha.DDQ_InsightEmail.EmailInsightInput();
    input.contactId = c.ContactId;
    input.emailBody = m.TextBody;
    inputs.add(input);
  }
}

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✅ Summary

• Admins: Add related list & activate the copy flow.

• Developers: Use the DDQ_InsightEmail class (single, batch ≤10, batch ≤500) to process emails.

• Limitations: Plain text only, transaction limits apply.