Delpha Integration

Easily integrate Delpha with Salesforce by customizing components, fields, and conversation settings in the Delpha Integration menu for optimized user workflows.

Delpha Integration Menu Overview

The Delpha Integration section allows you to customize how Delpha appears and behaves within your Salesforce environment. It provides quick access to tools for embedding Delpha functionality into your standard layouts and managing user experience.

Available Options

• How to add Delpha components in my standard layout Learn how to drag and drop visual components like the Delpha Assistant or widget into Salesforce record pages.

• How can I add Delpha fields in my standard layout Guides you on integrating Delpha-specific fields (e.g., recommendations, scores) into existing Salesforce layouts for better visibility.

• How to manage conversation priority Control which conversations appear first based on business importance.

• How to manage the conversation auto opening Decide whether conversations should open automatically when a user visits a record page.