# HOW TO - FAQ

- [Quick Start Guide](/delpha-for-salesforce/how-to-faq/quick-start-guide.md)
- [Delpha Integration](/delpha-for-salesforce/how-to-faq/delpha-integration.md)
- [How to add Delpha components in my standard layout](/delpha-for-salesforce/how-to-faq/delpha-integration/how-to-add-delpha-components-in-my-standard-layout.md): 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.
- [How can I add Delpha fields in my standard layout](/delpha-for-salesforce/how-to-faq/delpha-integration/how-can-i-add-delpha-fields-in-my-standard-layout.md): Integrate Delpha into your Salesforce layouts by reusing quick action components or adding individual Delpha fields. Customize pages to surface relevant data quality and enrichment insights.
- [How to manage conversation priority](/delpha-for-salesforce/how-to-faq/delpha-integration/how-to-manage-conversation-priority.md): Add and configure the Conversation tab in the Delpha Setup app to manage the Bot workflows. Set priority, pop-up behavior, and activation status to streamline user interactions.
- [How to manage the conversation auto opening](/delpha-for-salesforce/how-to-faq/delpha-integration/how-to-manage-the-conversation-auto-opening.md): Add and configure the Conversation tab in the Delpha Setup app to manage smart workflows. Set priority, pop-up behavior, and activation status to streamline user interactions.
- [How to add a user to Delpha](/delpha-for-salesforce/how-to-faq/delpha-integration/how-to-add-a-user-to-delpha.md): Learn how to add a new user to Delpha by assigning the proper license and permission sets in Salesforce. Ensure the user has the correct role to access
- [Delpha Job Tracking](/delpha-for-salesforce/how-to-faq/delpha-job-tracking.md): Track your contacts' career changes in Salesforce with Delpha Job Tracking. Learn to display job history and automate updates using LinkedIn enrichment for smarter prospecting and engagement.
- [How to display the Job History](/delpha-for-salesforce/how-to-faq/delpha-job-tracking/how-to-display-the-job-history.md): Add the Job History related list to Salesforce Contact pages to track employment background directly in the CRM. Improve context, data quality, and engagement with enriched contact profiles.
- [How does job tracking works](/delpha-for-salesforce/how-to-faq/delpha-job-tracking/how-does-job-tracking-works.md): Delpha builds a detailed Contact Job History using LinkedIn data. Automatically capture job titles, companies and duration and link them to existing accounts for better insight into career movements.
- [Delpha LinkedIn Connector](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector.md): Master LinkedIn integration with Delpha: Learn how to connect, verify and manage your LinkedIn cookie securely, automate lead generation and optimize daily enrichment limits for smarter prospecting.
- [How can I connect my LinkedIn Account to Delpha](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/how-can-i-connect-my-linkedin-account-to-delpha.md): Connect your LinkedIn cookie using the Delpha Chrome/Edge extension to activate LinkedIn enrichment in Salesforce. Required for retrieving job history and real-time prospect data.
- [I am not allowed to install Delpha Connector on my browser](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/i-am-not-allowed-to-install-delpha-connector-on-my-browser.md): Manually retrieve your LinkedIn session cookie (li\_at) if the Delpha Connector extension can’t be installed. Use Chrome DevTools to extract the cookie and paste it into Delpha Connect To LinkedIn flow
- [LinkedIn Connection Alerts & Troubleshooting](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/linkedin-connection-alerts-and-troubleshooting.md): Learn how to identify and fix LinkedIn connection issues in Delpha. Explains the "Red Dot" alert on the Score Meter and the email notification process.
- [How can I check if a LinkedIn cookie is properly set or valid](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/how-can-i-check-if-a-linkedin-cookie-is-properly-set-or-valid.md): As a Delpha Admin, use the Delpha User Settings tab to check LinkedIn connection status, session validity, and enrichment limits for each Salesforce user. Ensure browser and account type are properly
- [How many records can be enriched with LinkedIn in a day per user?](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/how-many-records-can-be-enriched-with-linkedin-in-a-day-per-user.md): Delpha’s LinkedIn enrichment limits vary by LinkedIn account: 75/day for Free users, 120/day for Premium, and 150/day with Sales Navigator. Maximize your enrichment power with the right LinkedIn plan.
- [How your LinkedIn Cookie is used](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/how-your-linkedin-cookie-is-used.md): Sync LinkedIn to Salesforce securely with Delpha. Our Human-Intent framework ensures zero background crawling—only user-initiated, compliant data enrichment with stateless processing.
- [How does Delpha ensure it won’t get my LinkedIn account flagged?](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/how-does-delpha-ensure-it-wont-get-my-linkedin-account-flagged.md)
- [Does Delpha perform any background scraping or automated tasks?](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/does-delpha-perform-any-background-scraping-or-automated-tasks.md)
- [Where is my LinkedIn session cookie stored?](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/where-is-my-linkedin-session-cookie-stored.md)
- [What happens to the data after it is synced to Salesforce?](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/what-happens-to-the-data-after-it-is-synced-to-salesforce.md)
- [Does Delpha bypass LinkedIn security features?](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/does-delpha-bypass-linkedin-security-features.md)
- [How can I automate my lead generation](/delpha-for-salesforce/how-to-faq/delpha-linkedin-connector/how-can-i-automate-my-lead-generation.md): Automatically create leads in Salesforce from LinkedIn using Delpha. Define a campaign, paste your search URL and get enriched accounts and contacts from our favorite LinkedIn filters.
- [Delpha Duplicate](/delpha-for-salesforce/how-to-faq/delpha-duplicate.md): Master duplicate detection and cleanup in Salesforce using Delpha. Learn how to set rules, configure filters, manage master record logic, and automate duplicate merging for cleaner CRM data.
- [What is a Filtering Rule and how to use it](/delpha-for-salesforce/how-to-faq/delpha-duplicate/what-is-a-filtering-rule-and-how-to-use-it.md): Refine duplicate detection in Salesforce by defining exclusion rules in Delpha. Learn how to use field comparisons, operators, and comments to discard false matches.
- [Filtering rule - One value is set](/delpha-for-salesforce/how-to-faq/delpha-duplicate/filtering-rule-one-value-is-set.md): Improve data quality by addressing duplicate filtering scenarios when one of the values is set. Learn a simple workaround to handle nulls and special values consistently in your rules.
- [What is the Expression and how to use it](/delpha-for-salesforce/how-to-faq/delpha-duplicate/what-is-the-expression-and-how-to-use-it.md): Learn how to define Expressions in Delpha to detect exact duplicate matches using AND/OR logic on fields like email, phone, or LinkedIn URL. Improve your data accuracy with precise matching formulas.
- [How to exclude records from the analysis](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-exclude-records-from-the-analysis.md): Learn how to use Delpha's "D Do Not Compare" field to dynamically exclude records from duplicate detection. Improve efficiency and save duplicate credits by refining your analysis scope.
- [How to make Duplicate Records exclusion dynamic](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-make-duplicate-records-exclusion-dynamic.md): Learn to exclude Salesforce records from Delpha's duplicate detection using custom formula fields. Automate deduplication filters and improve accuracy.
- [How to Fix Duplicates in Salesforce with Delpha – Automatic, Bulk & Manual Options](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-fix-duplicates-in-salesforce-with-delpha-automatic-bulk-and-manual-options.md): Discover how to fix duplicate records in Salesforce using Delpha. Learn about automatic merging (Auto Yes), bulk cleanup in the Steward View, and record-level deduplication with the Delpha Bot.
- [How to modify the detection threshold](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-modify-the-detection-threshold.md): Learn how to fine-tune Delpha’s duplicate detection by updating the AI Threshold. Improve accuracy by customizing the confidence score for potential duplicates.
- [How to modify the auto process threshold](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-modify-the-auto-process-threshold.md): Adjust the Auto Merge Threshold in Delpha to control when duplicate records in Salesforce are automatically merged based on AI confidence scores.
- [What algorithms are used by Delpha](/delpha-for-salesforce/how-to-faq/delpha-duplicate/what-algorithms-are-used-by-delpha.md): Explore the advanced duplicate detection algorithms Delpha uses for string, email, phone, and address fields. Learn how Delpha ensures accurate, AI-powered record matching.
- [How does the Duplicate scoring work](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-does-the-duplicate-scoring-work.md): Learn how Delpha calculates duplicate scores using field weights, fuzzy vs exact matching, and the impact of mandatory fields on similarity scoring.
- [How to define a Golden Record for Duplicate](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-define-a-golden-record-for-duplicate.md): Learn how to use the "D Duplicate Is Golden" field in Delpha to automatically prioritize trusted records during deduplication and auto merge operations.
- [How do you differentiate Do Not Compare & Is Golden Record](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-do-you-differentiate-do-not-compare-and-is-golden-record.md): Learn the key differences between Delpha’s “Do Not Compare” and “Is Golden” fields to control duplicate detection and master record selection during merges.
- [How to sync Salesforce & Hubspot to deduplicate records](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-sync-salesforce-and-hubspot-to-deduplicate-records.md): Learn how to keep Salesforce and HubSpot aligned after merging records in Delpha Duplicate. Configure secure sync using HubSpot Private App and Salesforce custom metadata.
- [Duplicate detection - When does it happen?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/duplicate-detection-when-does-it-happen.md): Delpha automatically detects Salesforce duplicate records every 12 hours. Learn what triggers detection and how to pause or disable it using setup options.
- [How to set the frequency of the Auto Merge](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-set-the-frequency-of-the-auto-merge.md): Learn how to schedule the Auto Merge job in Delpha using the DDQ\_DuplicateRecord\_AutoMerge Apex class. Automate daily deduplication in Salesforce.
- [How to create a Master selection custom rule](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-create-a-master-selection-custom-rule.md): Learn how Delpha determines the Master Record during deduplication using sorting rules, fallback strategies, and supported field types.
- [How to create a Master selection custom rule - Advanced](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-create-a-master-selection-custom-rule-advanced.md): Create custom formula-based scoring to define complex master record selection rules in Delpha. Learn to sort duplicates based on business logic in Salesforce.
- [What are the duplicate status?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/what-are-the-duplicate-status.md): Understand what each status means for duplicate pairs in Delpha. Learn how Delpha handles auto merges, rejections, and steward validations.
- [How to Merge 2 leads with different currencies](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-merge-2-leads-with-different-currencies.md): Overcome Salesforce’s Leads merge limitation using Delpha and a record-triggered flow. Learn how to align Lead currencies before merging in multi-currency orgs.
- [What is a Duplicate credit?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/what-is-a-duplicate-credit.md): Understand how Delpha duplicate credits are calculated and used. Learn how records consume 1 credit per year and how your credit usage scales with database growth.
- [Do I consume a credit when merging a pair?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/do-i-consume-a-credit-when-merging-a-pair.md): Delpha duplicate credits are only used when a record is analyzed for duplicates, not when it's merged. Learn how Delpha tracks credit usage in your Salesforce org.
- [What is field grouping?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/what-is-field-grouping.md): How to Group Fields and Ensure Consistency During Merges in Delpha
- [How can I hide a field from the Delpha Bot conversation?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-can-i-hide-a-field-from-the-delpha-bot-conversation.md): Learn how to hide sensitive or technical fields from Delpha Bot during duplicate merges while still applying custom merge rules in Salesforce.
- [How can I keep both values of a field after the merge](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-can-i-keep-both-values-of-a-field-after-the-merge.md): Use the "Concatenate and Unicity" operation in Delpha to retain key candidate values during record merges. Ideal for legacy ID tracking and post-merge analysis.
- [Some duplicate are not detected, what can I do?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/some-duplicate-are-not-detected-what-can-i-do.md): Missing valid duplicates in Delpha? Learn how to improve detection using Screening Fields, Optional rules, and better data quality practices in Salesforce.
- [How can I Merge Records on Demand](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-can-i-merge-records-on-demand.md): Learn how Delpha Data Stewards and Admins can manually merge Salesforce records on demand. Search by ID or Name, apply custom duplicate settings, and use the Merge Editor.
- [How can I discard values when detecting duplicates?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-can-i-discard-values-when-detecting-duplicates.md): Avoid false duplicates in Salesforce by ignoring default values like \[Not Provided] using Delpha’s Discard Values feature. Clean your data matching and reduce scoring noise.
- [What data is available for Duplicate?](/delpha-for-salesforce/how-to-faq/delpha-duplicate/what-data-is-available-for-duplicate.md): Learn how the DDQ Duplicate Record object in Delpha tracks potential duplicates, their score, status, and merge history. Full field reference and best practices included.
- [How can I create custom reports on Duplicate](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-can-i-create-custom-reports-on-duplicate.md): Learn how to create a custom Salesforce report on Delpha duplicate records using the DDQ\_DuplicateRecord object. Includes filters, fields, and setup guide.
- [Duplicate Cases - Email to Case](/delpha-for-salesforce/how-to-faq/duplicate-cases-email-to-case.md)
- [How Delpha Handles Email-to-Case Duplicates](/delpha-for-salesforce/how-to-faq/duplicate-cases-email-to-case/how-delpha-handles-email-to-case-duplicates.md): Delpha auto-detects and processes duplicate Email-to-Case records—only “Possible Duplicates” need your review.
- [What is the outcome of the Duplicate EmailToCase analysis](/delpha-for-salesforce/how-to-faq/duplicate-cases-email-to-case/what-is-the-outcome-of-the-duplicate-emailtocase-analysis.md): Email-to-Case Duplicate Object stores comparisons between a new case and a matched case, including IDs, numbers, status, subjects, similarity score, and Email body text differences.
- [As a Data Steward, how to process duplicate cases](/delpha-for-salesforce/how-to-faq/duplicate-cases-email-to-case/as-a-data-steward-how-to-process-duplicate-cases.md)
- [As an End User, how to process duplicate cases](/delpha-for-salesforce/how-to-faq/duplicate-cases-email-to-case/as-an-end-user-how-to-process-duplicate-cases.md)
- [What happens when I process a duplicate cases pair?](/delpha-for-salesforce/how-to-faq/duplicate-cases-email-to-case/what-happens-when-i-process-a-duplicate-cases-pair.md): Based on your settings, the cases are processed, merged or re-parented. Some extra information is added so you can keep track of the changes and extra operation performed on the attachments.
- [As an End User, I do not see the bot](/delpha-for-salesforce/how-to-faq/duplicate-cases-email-to-case/as-an-end-user-i-do-not-see-the-bot.md)
- [Delpha Data quality](/delpha-for-salesforce/how-to-faq/delpha-data-quality.md): Improve and manage Salesforce data with Delpha's data quality tools. Learn how to exclude records, fix bad data, track email validity. Understand Delpha’s token usage and the 6 data quality dimensions
- [What are the 6 data quality dimensions](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-are-the-6-data-quality-dimensions.md): Delpha uses six dimensions—completeness, validity, uniqueness, consistency, accuracy and timeliness—to score data quality in Salesforce. Each metric ensures your data is clean, consistent and accurate
- [Delpha Data Quality Field Pack for Salesforce](/delpha-for-salesforce/how-to-faq/delpha-data-quality/delpha-data-quality-field-pack-for-salesforce.md): Learn how Delpha augments Salesforce with companion fields to assess six data-quality dimensions and surface normalized/recommended values with confidence and status.
- [Delpha Engagement Metrics](/delpha-for-salesforce/how-to-faq/delpha-data-quality/delpha-engagement-metrics.md): 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.
- [Data Quality Recommended Status — Full Reference Guide](/delpha-for-salesforce/how-to-faq/delpha-data-quality/data-quality-recommended-status-full-reference-guide.md): Delpha’s Data Quality Recommended Status shows the current state of each monitored field’s assessment, recommendation, and user or steward action. Critical for data quality automation and reporting.
- [How to exclude records from the analysis](/delpha-for-salesforce/how-to-faq/delpha-data-quality/how-to-exclude-records-from-the-analysis.md): Learn how to exclude Account and Contact records from Delpha's data quality assessment in Salesforce by using or customizing the "D Do Not Assess" field.
- [How to fix my data quality](/delpha-for-salesforce/how-to-faq/delpha-data-quality/how-to-fix-my-data-quality.md): Learn the 3 essential steps to fix data quality in Salesforce using Delpha: assess records, review scores, and apply smart recommendations with automation.
- [What is a Token?](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-is-a-token.md): Learn how Delpha uses tokens to evaluate records, and how data pipeline complexity determines whether a check consumes 1 or more tokens, depending on your initial data.
- [Do I consume a token when applying a Delpha recommendation?](/delpha-for-salesforce/how-to-faq/delpha-data-quality/do-i-consume-a-token-when-applying-a-delpha-recommendation.md): Learn exactly when Delpha uses a token and why applying a recommendation is always free of charge.
- [What are the Data Quality dimensions for Contact Name](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-are-the-data-quality-dimensions-for-contact-name.md): Learn how Delpha evaluates Name fields using six data quality dimensions: completeness, validity, uniqueness, consistency, accuracy, and timeliness.
- [How Contact Name Normalization works?](/delpha-for-salesforce/how-to-faq/delpha-data-quality/how-contact-name-normalization-works.md)
- [What are Data Quality Dimensions for Contact Email](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-are-data-quality-dimensions-for-contact-email.md): Learn how Delpha evaluates email fields using six data quality dimensions: completeness, validity, uniqueness, consistency, accuracy, and timeliness.
- [What are the Data Quality fields for Contact Email](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-are-the-data-quality-fields-for-contact-email.md): This page details key email data quality metrics including accuracy, completeness, and validity, ensuring effective email analysis.
- [What countries are supported for Address Data Quality?](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-countries-are-supported-for-address-data-quality.md): View the full list of countries and their support level for Address Data Quality. Some limitations can apply based on the country.
- [What are the Data Quality dimensions for Address](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-are-the-data-quality-dimensions-for-address.md): Delpha Address Data Quality standardizes addresses worldwide, validates them against real locations, and provides reliable recommendations for clean, consistent data in Salesforce.
- [What Legal Ids are supported, in which country?](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-legal-ids-are-supported-in-which-country.md): View the full list of countries and their supported legal ID types used by Delpha in its Legal ID assessment and recommendation engine. Ensure accurate entity identification.
- [What is the Industry retrieved by Delpha](/delpha-for-salesforce/how-to-faq/delpha-data-quality/what-is-the-industry-retrieved-by-delpha.md)
- [Data Quality on Salesforce Leads](/delpha-for-salesforce/how-to-faq/delpha-data-quality/data-quality-on-salesforce-leads.md): Learn how Delpha manages Data Quality on Salesforce Leads. Understand the Score, monitored fields (Email, Phone, LinkedIn), and how Delpha treats Leads as a Contact/Account hybrid.
- [Delpha Campaigns](/delpha-for-salesforce/how-to-faq/delpha-campaigns.md): Use Delpha Campaigns in Salesforce to automate lead enrichment and data cleanup. Learn how to add campaign records from reports and leverage campaign templates for efficient data operations
- [How to add records to a campaign from reports?](/delpha-for-salesforce/how-to-faq/delpha-campaigns/how-to-add-records-to-a-campaign-from-reports.md): Easily import records into Delpha Campaigns using Salesforce reports. Filter your target list, run the report, and add leads or contacts to your campaign in one click. Perfect for focused prospecting.
- [Delpha Ultimate Parent](/delpha-for-salesforce/how-to-faq/delpha-ultimate-parent.md): Define Ultimate Parent in Salesforce. Learn how Delpha uses AI to detect and link parent-subsidiary relationships automatically and accurately.
- [What are the Delpha Ultimate Parent Fields](/delpha-for-salesforce/how-to-faq/delpha-ultimate-parent/what-are-the-delpha-ultimate-parent-fields.md): Covers data-quality dimensions (accuracy, timeliness), recommendation metadata (status, score), and extended audit details (IDs, links, path, comments, JSON).
- [Delpha trusted sources for Ultimate Parent](/delpha-for-salesforce/how-to-faq/delpha-ultimate-parent/delpha-trusted-sources-for-ultimate-parent.md): Delpha identifies each company’s Ultimate Parent by automatically analyzing trusted sources like websites, registries, filings, and press releases with LLM.
- [Understanding the Ultimate Parent Analysis](/delpha-for-salesforce/how-to-faq/delpha-ultimate-parent/understanding-the-ultimate-parent-analysis.md): Understand how Delpha identifies and matches Ultimate Parents using AI-driven analysis and scoring logic. This page details each step, from confidence calculation to final Score Meter results.
- [Ultimate - Delpha focuses on Brands and Operating structures](/delpha-for-salesforce/how-to-faq/delpha-ultimate-parent/ultimate-delpha-focuses-on-brands-and-operating-structures.md): Delpha’s Ultimate model identifies brand-based parent relationships by analyzing company websites and communications, focusing on real-world operating structures rather than legal ownership.