Install the Delpha Connector for LinkedIn Enrichment

To enable advanced LinkedIn enrichment features in Delpha:

• Install the Delpha Connector browser extension from the Chrome Web Store

• The extension is compatible with both Google Chrome and Microsoft Edge

• Once installed, it seamlessly connects your LinkedIn account to Delpha, allowing for smoother and more accurate data enrichment

This integration helps automate and enhance LinkedIn data collection within your Delpha workflows.

Apply the package

No migration step when upgrading from 3.58x.

Apply the package

This Help Center is organized into structured categories to help you quickly find the guidance you need, whether you're setting up Delpha for the first time or fine-tuning deduplication rules.

DELPHA DOCUMENTATION

Start here to understand how Delpha works and how to get set up.

• Welcome to Delpha: Introduction and overview

• Delpha Setup:

• Delpha Upgrade:

• Delpha Apps:

• Use Cases Setup:

• Delpha Campaigns:

HOW TO – FAQ

Common tasks, step-by-step guides, and practical how-to articles.

• Delpha Integration:

• Delpha Job Tracking:

• Delpha LinkedIn Connector:

• Delpha Duplicate:

TROUBLESHOOT

For when you need assistance or something isn’t working as expected.

• Grant Access for Delpha Support:

DELPHA API AND MCP

.

Assigning Delpha Permission Set Groups

To assign the correct permissions in Delpha, follow these steps:

1. Determine the User’s Persona: Choose the appropriate role — Admin, Data Steward, or User — based on their responsibilities.

2. Assign the Permission Set Group:

   • Go to Users in the Salesforce Setup.

   • Find the user and assign one of the following groups:

     • Delpha Admin – Full access including Setup and Data Quality tools
3. Save your changes to apply the permissions.

This ensures each user has the appropriate access to Delpha features based on their role.

Duplicate Settings - Migration to the new JSON based format

From this version, the Duplicate Settings have been moved from SObejcts into a unique JSON.

This reduces the complexity of Duplicate settings spanned over many objects (mainly DDQ Duplicate Objects, DDQ Duplicate fields...). This change requires a migration step that is made simpler by using a dedicated migration package provided by Delpha.

• After the main Delpha package is installed, add the DelphaUpgrade258 package (unmanaged) to your org. It will facilitate the migration process.

  • Package Id: 04tRl000001EAVBIA4

  • Package URL : /packaging/installPackage.apexp?p0=04tRl000001EAVBIA4

Once the upgrade package is installed, open a developer console and run the script below.

Connecting Your Salesforce Org to Delpha

To link your Salesforce organization with Delpha's backend services:

1. Open the Delpha Setup app in Salesforce

Apply the package

Installing Delpha in Salesforce

To get started with Delpha in Salesforce, follow these quick setup steps:

1. from the AppExchange

Apply the package.

Extra Tasks – Delpha Setup

The Extra Tasks section provides additional configuration options to enhance your Delpha experience:

1. Check my org settings:

How to Install Delpha from the Salesforce AppExchange

1. Log in to Salesforce using an account with system administrator rights.

Assigning Delpha Licenses in Salesforce

You can assign Delpha licenses using either of the following methods:

Setting Up Delpha in 3 Easy Steps

The Delpha Setup menu provides quick access to key configuration areas:

• Install Delpha:

Importing Conversations into Delpha

Apply the package

From all versions below 3.50.6

• Reconnect your Org to Delpha: App Delpha Setup / Section: Delpha Integration / Click the Connect button

• Update conversations: App Delpha Setup / Section: Import Conversation

  • Remove Data: Select All conversation package and click on 'Remove Data

  • Import Data: Based on the use cases you are implementing, select your packages : DuplicateAccountsWD, Duplicate ContactWD, DuplicateLeadWD, DuplicatePersonAccount, LeadVsContact, LinkedInEnrichment, LinkedInEnrichmentAdvanced.

• pairs following these steps

  • delete current scheduled tasks involving the Apex class: DDQ_DuplicateRecordAutoMerge

  • from the app Delpha Setup > Duplicate > Initialization, section Auto Merge Scheduler, select the hours to run the auto merge.

• Apply a migration script.

This script updates the existing Duplicate Expressions and Filtering rules and ensure their proper display with the .

Open the developer console and apply the following script.

Step 1: Check what's new

Step 2: Apply the upgrade

Step 3:

From a side release update package

If some scripts must be applied for compatibility topics between versions of Delpha, a side release package and a 'how to' will be provided in the release notes of the target build.

From Delpha Setup app

• Open the Delpha Setup app and select the tab Delpha Configuration

• In the section First Steps, consider the Review Configuration block You will find here all the items that needs a manual update with enough information for a quick application.

• Once the updates are done, refresh your page. The section should only display green ticks.

Upgrade Steps from any version previous 3.58.0

• Apply the package

• After the main Delpha package is installed, add the DelphaUpgrade258 package (unmanaged) to your org. It will facilitate the migration process.

  • Package Id: 04tRl000001LuppIAC

  • Package URL : /packaging/installPackage.apexp?p0=04tRl000001LuppIAC

Once the upgrade package is installed, open a developer console and run the script below.

New Score Meter: Review & Fix Everything in One Place

The Score Meter has been redesigned to simplify your workflow and make issue resolution faster and more intuitive:

• Before: You had to switch between the Score Meter and the Bot to review and apply corrections.

• Now: Everything happens directly in the Score Meter — review, select, and apply corrections all in one place.

• New interface: Cleaner, clearer, and optimized for batch actions. You can now apply changes to 1 / some / or all suggestions with just a few clicks.

No more back and forth. Just smarter data review in a single streamlined experience.

Try it out now and speed up your remediation process!

• Add missing permission set for duplicate merge editor.

New Data Steward View – Improved Usability & Customization

We’ve redesigned the Data Quality Steward View and the Duplicate Steward View interface to align with Salesforce’s native List View experience:

• Familiar Navigation: Use the standard cog and filter icons to create, filter, and manage your views—just like any Salesforce list.

• View Sharing: Create custom views and share them with your team for easier collaboration.

• Field Flexibility: Choose any fields to display—making data analysis faster and more intuitive.

This update simplifies navigation, improves usability, and gives you more control over your quality review workflows.

Fix some display issued on Cross Merge Field Rules.

Legal Id types

2 new Legal Ids types are supported by Delpha : Australia and New Zealand

LinkedIn enrichment cleanup

If you remove the D LinkedIn URL from your record (Account or Contact), all related information is deleted from Delpha fields, now including the logo / picture profile.

Validation Rules

Validation rules can act as a blocker for Data Quality.

When a record is updated by Delpha in the Data Quality process (assessment or recommendation phases) it must follow the validation rules or the update will be blocked.

• When it happens in a mass assessment process (Automation, Campaign, Data Steward mass update...) the record is detected and blacklisted in the Delpha Setup > Tab: Locked Records until a Delpha Admin deletes the entry (and takes proper actions to avoid the validation breach again).

• When it happens in a single enrichment phase, using the Score Meter, a warning message is displayed to the user so he knows that his record cannot be updated and why.

• Score Meter

  • Fix tooltips not displaying for bullets

  • Yellow bullet for Status = Unknown is now a triangle

  • Display LinkedIn title instead of LinkedIn name

This build introduces some enhancement in the display of the Duplicate Data Steward pairs. Loading time is divided by 2.

Negative view for tiles

Add "Last Modified Date" column to the steward

Implement filtering for data steward views (Data Quality and Duplicate)

Bug Fix: incomplete Legal ID

Legal address was missing the street part. This is fixed.

Apply the package

Bug Fix: Filtering with Select All

Previously, when applying a text filter in the Data Quality or Duplicate Data Steward views, the Select All action was incorrectly applied to all records instead of only the filtered results. This issue has been resolved in this release.

Set up a Heroku app with the Delpha Data Quality add-on to activate the licences.

Prerequisites

• You have access to an Enterprise Account, directly setup with the Heroku Team.

• If you are activating Delpha Licenses on a Personal Account, the process is the same. Make sure that billing information is set up (required for paid add-on).

Step-by-step

1 - Log in your Heroku Account

• Go to and sign in.

• Switch to your Enterprise Account If the top-left account switcher, displays Personal, click on it and select a Team within your Enterprise Account

2 - Create a new app

• Go to the tab Apps and click Create new app.

  • App name: use something meaningful, e.g. your-companyname-delpha-heroku-licence (must be globally unique).

  • App Owner: select your Team.

3 - Add the Delpha add-on to the newly created App

Case 1: you are on a Custom Plan

• Using Heroku CLI, copy paste the command from your Custom Plan email. It will add Delpha Data Quality add-on to the app you just created and associate it with the Custom Plan.

Case 2: you are on the Standard plans

• Open your new app and go to the Resources tab.

• In Add-on Services section, search Delpha Data Quality and select it.

  • Plan Name: choose Pro.

Final check

You should now see the Service Delpha Data Quality under Add-on Services section with a Plan selected.

Check What's New section

• Delpha Setup

Direct access to filters

Based on the users feedback, we improved the Data Steward view by having the most common filters back on the main data steward screen area.

Data Quality

You can directly select the Object and the field from the main screen. To access the extra filtering capabilities, click on the filter logo.

Duplicate

You can select the Object and the processing state (True or False). To access the extra filtering capabilities, click on the filter logo.

Use Cases Setup Menu in Delpha

The Use Cases Setup menu allows administrators to configure key operational workflows in Delpha:

• Duplicate – Set up rules and automation to detect and manage duplicate records across Salesforce objects.

• Data Quality – .

These options ensure your Salesforce org is equipped to handle both duplicate management and ongoing data health monitoring.

Delpha Data Quality Menu Overview

The Delpha Data Quality section provides dedicated views for data stewards to monitor and improve the quality of records in Salesforce:

• Data Quality Steward View – Review, validate, and apply field-level recommendations across Accounts and Contacts

• Duplicate Data Steward View –

These views help ensure data accuracy, unicity, and consistency across your CRM.

You can assess selected records directly from the Data quality Steward view.

If you click on the Assess button, all selected records will be Data Quality assessed. This feature is compatible with the Select All, allowing mass reassessment from the Data Quality Steward View.

Account - Main Entity Address

When enriching an Account, you retrieve the Main Entity address in the tab Delpha > Address. You can reuse this information in a regular address (billing, shipping...).

Note that this address can be different from the Legal Address.

Account Industry

.

Duplicate Merge Menu in Delpha

The Duplicate Merge section helps define how merges are executed after duplicate records are detected. It includes:

• Merge Object Rules Section – Configure global merge logic and thresholds for specific objects (e.g., Account, Contact).

• Merge Field Rules Section – , such as which value to keep (e.g., master, most recent, highest score).

These settings allow you to control both which records get merged and how field values are resolved post-merge.

Email-to-Case Duplicate Management helps avoid clutter when multiple emails create duplicate cases for the same issue. It detects and merges duplicates, consolidates information, and keeps case handling efficient and consistent.

• Duplicate Detection – Configures how the system identifies potential duplicate cases (e.g., rules, filters, and thresholds).

• Duplicate Merge – Defines how duplicates are resolved, including merge strategies, parent assignment, and field inheritance.

• Run the initial assessment – .

How to Initialize Default Duplicate Settings in Delpha

To prepare Delpha for duplicate detection, follow these steps:

1. Open the Delpha Setup App in Salesforce

2. Go to the Delpha Configuration tab

3. Scroll down to the Duplicates section

4. Click the Initialize button to load default settings

Once initialized, you can review and customize these settings from the within the Delpha Setup menu.

(Mandatory)

Starting in early September 2025, Salesforce blocks end users from authorizing or using uninstalled Connected Apps. Only apps that are explicitly installed (or users with special permissions) will work. ()

Upgrade Steps from any version previous 3.63.0

• Apply the package

• After the main Delpha package is installed, add the DelphaUpgrade363 package (unmanaged) to your org. It will facilitate the migration process.

More Logical Sidebar Organization

in the App Delpha Setup, the left-hand menu is now grouped by functional categories (e.g., Data Quality, Duplicates, Conversations), making navigation more intuitive and setup tasks easier to locate.

Single stop for Duplicate setup

All the settings are now available in one single place, in the Duplicates section of the Delpha Setup app.

Visual Rule Builder for Duplicate Management

Delpha Setup Overview

The Delpha Setup sectionb gives you access to key configuration tools:

• Delpha Configuration –

The "What's New" section is organized by key feature areas, making it easy to browse recent updates and improvements. Each item links to a dedicated page summarizing the latest changes and enhancements for that component:

• Delpha Setup – .

• Duplicate – .

• Data Quality

Delpha Configuration Overview

The Delpha Configuration section centralizes all key setup options to tailor the platform to your org’s needs:

• First Steps –

Delpha Token Usage Overview

The Token Usage screen in Delpha gives you full visibility into your current usage of tokens and duplicate credits. It helps you track consumption and manage your subscription resources effectively.

UI - UX

Sections on Duplicate Setup (App Delpha Setup > Duplicates > Detection Settings) have been reorganized.

Duplicate Detection – Properties Section in Delpha

The Properties section of the Duplicate Detection setup allows you to fine-tune how Delpha identifies and processes duplicate records. Each setting plays a critical role in the logic and accuracy of detection.

Check

Job Tracker Configuration in Delpha

The Job Tracker allows Delpha to track job changes for Contacts and enrich your Salesforce data by identifying movements across companies. It includes flexible automation settings for account matching, new account creation, and contact movement management.

[Ultimate]

• App Delpha Setup > Data Quality > Account

Once the Ultimate toggle is activated, you can manually trigger a reassessment of the Ultimate analysis.

Default Values Configuration in Delpha

The Default Values screen allows you to predefine field values for Accounts, Contacts, and Leads. This ensures smooth record creation and compliance with Salesforce validation rules by automatically filling in required fields.

Master Record Rule in Delpha

To define which record survives during a merge, Delpha uses Master Record Selection Rules.

Run Your First Duplicate Detection in Delpha

To launch your first duplicate analysis:

1. Click the "Evaluate" button to initiate the detection process.

Suggested Discard Value

Form now on, Delpha performs an analysis on your targeted duplicate population and proposes you to discard in one click all values that may trigger too much pairs. Thsi information is displayed in the app Delpha Setup > Duplicate > Object Settings, in the Properties section of each object.

You can

Duplicate Setup Options in Delpha

The Setup section for duplicate management includes:

• Initialize the Default Settings – Prepares Delpha’s , including merge rules and scoring thresholds

Duplicate Detection Setup in Delpha

The Duplicate Detection menu lets you fine-tune how duplicates are identified in your Salesforce org. It includes two configuration areas:

• Properties Section – Define the core settings for including object type, thresholds, and merge logic.

Delpha Apps Overview

The Delpha Apps section in Salesforce gives you access to the core components of the Delpha platform:

• Delpha Setup –

To run your first check for existing duplicate cases, simply click the Launch Assessment button at the top of the Email-to-Case settings.

Manage Duplicate from the Score Meter

The Score Meter now includes the Duplicate information for Accounts and Contacts. By clicking on the link you start the

All the conversations available in your org are listed here.

From here, you can edit existing conversation or create new conversations.

Fix some limitations related to the Auto Number fields when used in Expression or Filtering rules.

How Duplicate Pairs Are Merged in Delpha

Delpha offers three ways to merge duplicate record pairs automatically or manually:

1. Auto Merge via Score

   • If the pair score exceeds the Auto Merge Threshold, the status is set to Auto Yes and merged automatically.

2. Merge Confirmed by Data Steward

   • If a data steward validates the pair from the Duplicate Data Steward View, the status becomes Steward Yes, triggering an automatic merge.

3. Merge via Conversation Bot

   • When the duplicate is confirmed by the user through a Delpha conversation, the status changes to Bot Yes, and the merge is performed immediately after clicking the Merge button.

Enable Scheduled Merge Job

In the Duplicate Initialization section of the Delpha Setup app, select at what time you want the Auto Yes and Steward Yes pairs to be processed daily.

In the Auto Merge Scheduler:

• You can select multiple times in the day

• The time display in the picklist is your Salesforce Local Time.

First Steps section

Connect to Delpha

Establish a secure connection between your Salesforce org and Delpha's backend. This may require authentication and enabling API access. If not connected, follow the prompts to complete the setup.

Review Configuration

Check for any missing or incorrect settings. If issues are detected, Delpha provides step-by-step instructions for remediation to ensure proper functionality.

Ultimate Account Batch Size

Defines how many accounts are processed per batch in the Ultimate Account use case. A green check indicates the correct setting. If not, follow the recommended adjustments to optimize batch processing.

Build 3.70.0

First draft of the new create account / create contact use cases

Importing Conversation Modules for Delpha Bot

To enable conversational features in Delpha, import the relevant modules via the Import Data section and click Import Data. These modules power Delpha Bot’s interactions for handling data quality, duplicates, and enrichment.

Conversation Modules Overview

Duplicate Use Case

The Duplicate section under Use Cases Setup helps you manage the full lifecycle of duplicate detection and remediation:

• Setup – Configure matching rules, thresholds, and field-level behaviors for duplicate detection

• Duplicate Detection – (e.g., Account, Contact)

• Run Your First Duplicate Detection – in Salesforce

• Duplicate Merge – Define , user actions, and review workflows

This menu guides you from setup to execution, ensuring a structured and scalable approach to duplicate management.

Duplicates Management Configuration in Delpha

The Duplicates section allows you to set up and control how Delpha detects and manages duplicate records in Salesforce. This helps ensure cleaner, more consistent data across your org.

Key Configuration Options

• Initialize

  • Purpose: Sets up the duplicate detection engine with default settings

  • Action: Must be clicked to enable duplicate use case

  • Result: Import the standard detection and merge settings.

Merge Object Rules Section in Delpha

The Merge Object Rules Section lets you define how the master record is selected and how field values are handled when merging duplicates:

• Master Record Selection – Set the default rule for picking the surviving record (e.g., most recently updated, highest score).

• Custom Rule for Master Record Selection – using advanced conditions.

• Default rules for field selection – , ensuring compliance with business rules.

These rules help automate and standardize merge behavior across all duplicate resolution workflows.

Merge Field Value Rules in Delpha

Once the master record is selected during a merge, Delpha needs to determine how to choose the final field values. By default, it uses the Master and Not Empty rule.

Available Field Value Selection Rules

These rules help ensure Delpha always retains the most complete and relevant data in the merged

Custom Master Record Rule in Delpha

If your merge logic needs to follow more advanced or business-specific rules, Delpha allows you to define a Custom Master Record Rule. This approach lets you assign a score to each record in a duplicate pair based on a custom formula and select the one with the highest score as the master.

How to Create a Custom Rule

1. Define a Custom Scoring Field Create a formula field (e.g., DC_MasterScoring__c) to assign points based on your business rules.

2. Example Use Case:

   • If Account Type = Customer → +10 points

This setup allows your master record selection process to reflect your business priorities precisely.

LinkedIn

Process Duplicates from the Score Meter & Merge process New UI

For Accounts and Contacts, processing of Duplicates at record level is now part of the Score Meter. It is no longer done in a conversation but in a dedicated layout.

Formatting rules

The Delpha messages can contain more than simple texts. By inserting special tags, you can display dynamic and formatted messages. Tags can be used to modify text style, add icons, add images, add hyperlinks, or insert a variable value. The tags can be used on any message displayed to the user such as:

1. In the builder, via the message/question/answer display text field.

Step by step procedure

Use Case: Recommend a simple "Hello" conversation on the home page. To build this conversation, follow the below steps.

• From the Delpha Setup app, search Conversation Builder and select it.

Duplicate Detection – Fields Section in Delpha

When no Expression match is found, Delpha relies on the Fields section to evaluate potential duplicates using AI-powered logic. Here, you define how each field contributes to the duplicate scoring process.

Field Mapping

When an email is converted into a Salesforce Case, Delpha (and Email-to-Case) map each part of the email to the right Salesforce field.

This version provides a fix on the mass process from the Duplicate Data Steward view: some duplicate records pairs could be deleted before or after being processed

Data Quality – Account Configuration in Delpha

The Data Quality – Account section lets you define how Delpha evaluates, scores, and improves your Salesforce Account records. It helps ensure data remains complete, consistent, and ready for decision-making.

Key Configuration Areas

• Account Assessment Criteria Field Use a Boolean field to filter which Accounts should be assessed. By default, Delpha uses the Account.D Do Not Assess field, but you can define your own formula-based field for dynamic control.

• Account Assessment Enable this to assess all existing and new Accounts once.

• Account Continuous Assessment Automatically reassess Accounts whenever a monitored field is updated.

Field-Level Automation Settings

Fields monitored for quality scoring:

• Website

• Billing Address

• Shipping Address

• Phone

For each field, you can:

• Enable or disable its inclusion in the quality score

• Set automatic recommendation rules (trigger + score threshold)

Example – Website

• Trigger: When value is Incomplete

• Score Threshold: 100

Example – Billing Address

• Trigger: Disabled

• Score Threshold: (none set)

Ultimate Account Assessment

Evaluates and maintains relationships with ultimate accounts to clarify ownership hierarchies.

Account Global Scoring

Calculates a global quality score across all Accounts daily, giving you a snapshot of overall data health.

What You Can Do in the Score Meter

The Score Meter is your all-in-one command center for data quality. It helps you understand, review, and apply improvements — all in a single, intuitive interface.

1. Understand Your Data Quality at a Glance

• See your overall quality score for the selected object (e.g. Accounts, Contacts).

• The score is visually represented with a color-coded gauge for quick assessment.

• The number of available recommendations is clearly listed.

2. Review Suggestions Inline

• View AI-generated recommendations directly from the Score Meter.

• Each recommendation includes:

  • A confidence score based on the data quality dimensions

  • Extra information to help the decision

3. Apply Changes — Your Way

• Choose how to apply recommendations:

  • One by one

  • Bulk select multiple items

  • Accept all suggestions in one click

What the Score Represents

The score is based on six key data quality dimensions, evaluated field by field:

Each field within the record is evaluated and color-coded:

• Red – Poor

• Orange – Warning

• Green – Good

• Grey – Not applicable / no data

Auto Remediation Threshold

Define the score threshold above which duplicate cases are automatically processed.

Auto Remediation

Defines how duplicate cases are automatically handled once they reach the configured Auto Remediation threshold score. You can choose between several modes:

• None – No automatic action is taken. Duplicates are only flagged.

• Auto – The system decides the most appropriate action (merge or assign parent) based on your configuration.

• Merge – Duplicates are automatically merged.

• Assign Parent – The duplicate is automatically linked to an existing parent case.

Child Case Status

Child Case Status lets you define what status the duplicate (child) case should take after a merge or parent assignment.

• Possible values include New, Working, Escalate, or Closed.

• This ensures that all child cases follow a consistent lifecycle once they are processed, avoiding conflicting or outdated statuses.

In short: it standardizes the post-processing state of duplicate cases, keeping your case management clean and predictable.

Assign Parent / Merge Options

Assign Parent / Merge Options let you control which fields are copied from the Master case to the Child case after a merge or parent assignment.

• You can select up to 5 fields.

• This ensures important information (e.g., OwnerId, priority, category) is consistently inherited by the Child case.

• It helps maintain data quality and consistency across merged or linked cases.

In short: this option defines which Master case details should overwrite or update the Child case after remediation.

Duplicate attachments

This option automatically removes duplicate attachments when using the email-to-case functionality. It prevents the same file from being stored multiple times across redundant cases, reducing clutter and saving storage space while keeping case records clean.

In short: it ensures only unique attachments are retained in cases created from emails.

Duplicate Data Steward View in Delpha

The Duplicate Data Steward View is designed to help you efficiently identify and merge duplicate records in Salesforce. Using side-by-side comparisons, smart scores, and visual cues, you can quickly take action with confidence.

Main View Overview

The navigation in the Duplicate Steward view is aligned with Salesforce’s native List View experience:

• Cog icon: Use the standard cog to manage your views (create, clone, rename, share, select fields to display, delete)

• Filter Icon: Create custom views filtering on a Campaign, an Object, a Field and the score.

• Pinned and Favorite Lists: Find the best view when you need it

At the top of the screen, a summary dashboard provides a snapshot of duplicate detection:

• Total Potential: Total duplicate groups detected (e.g., 806)

• Match Categories:

  • Exact Match, Likely Match, Possible Match, Unlikely Match

Each row shows:

• Account name variations

• Field-level identifiers (e.g., Website, LinkedIn)

• Match Status (e.g., Potential, Auto Yes)

• Score (0–100 confidence)

Side-by-Side Comparison

When you select a row, Delpha displays a detailed comparison view:

• Fields from both records are shown side by side

• Green dots = selected master value

• Red highlights = mismatched fields This layout helps you quickly decide what data should be kept post-merge.

Available Actions

When rows are selected, the following actions appear at the top:

• Accept

  • Merge using recommended values

  • Finalize the merge and mark as processed

• Reject

How to Use

1. Filter by object (e.g., Account)

2. Review suggested matches

3. Click to open detailed comparisons

4. Select records

Data Steward Quality View in Delpha

The Data Steward Quality View is your command center for reviewing and improving the quality of Account and Contact data in Salesforce. It offers field-level diagnostics and smart recommendations to keep your data clean and campaign-ready.

The article provides a high-level description of the processes and components involved in building a conversation using the Delpha conversation builder. The Delpha Author can be defined as the user of Salesforce who has access to the Delpha conversation builder.

The author playground mainly comprises:

1. Delpha Conversation Builder

   The conversation builder is a no-code interface used to build new conversations and review existing templates, whereas, the configuration is used to install and uninstall templates.

2. Salesforce flow module

Data Quality – Contact Configuration in Delpha

The Data Quality – Contact section in Delpha allows you to configure how contact records are evaluated, cleaned, and scored to maintain high-quality, actionable data.

Merge Field Rules – Field-Level Control for Smarter Merges

The Merge Field Rules screen lets you override the default behavior set in the . This powerful interface allows you to define exactly which value should be kept for each field during a merge—ensuring consistent, automated decisions that align with your data governance policies.

Multiple settings for each handled object

Duplicate Settings now support multiple configurations. You can define a dedicated scope for each configuration using advanced rules in the Record Filter section.

Each configuration runs its own full duplicate assessment, and the results appear separately in the Duplicate Data Steward View.

To create a new Duplicate Setting, click Add New, choose the target object, and decide whether to start from the Delpha default template for detection and merge settings. You can also duplicate an existing configuration using the Clone option.

Detection Settings

General Settings

Record Filter

The goal of the Record Filter is to limit the scope of the duplicate scan, ensuring the system only checks records that meet specific criteria you define.

1. Filter Logic

• Filter Logic: This area allows you to combine multiple individual conditions using boolean operators (AND, OR, NOT) to create complex filtering rules.

• e.g., 1 AND (2 OR 3): This example illustrates how the logic works. It means:

  • Condition 1 must be true, AND

2. Adding Conditions

• Search Input Field: You use this to find and select a field name from your database (e.g., Status, Creation Date, Region).

• Add Condition Button: Once you select a field, you click this button to add a new condition row.

• Condition Rows (implied below the image): Each row will typically let you:

Example Use Case:

You might set up a filter to only check records where:

1. Status Equals Customer

2. AND Last Modified Date Is Greater Than 90 days ago

This filter ensures the duplicate detection process only runs on active customer records that have been modified recently, saving processing time.

Filtering Rules

The purpose is to apply specific rules before potential duplicates are reviewed and merged.

The rules are divided into different Rule Types that trigger specific actions:

Matching Fields

The Matching Fields configuration, is the core mechanism used by the application to calculate the numerical Duplicate Score for any pair of records. This section defines what fields matter and how much they matter when determining if two records are duplicates.

Advanced Settings

This screen shows the Advanced Settings for duplicate detection. This section provides granular control over how the system initially screens for duplicates, cleans data for scoring, and manages duplicate creation in real-time.

1. Screening Fields

Purpose is to quickly filter the large pool of records down to a smaller, more relevant subset before the full, weighted matching score calculation (from the "Matching Fields" section) is performed. This significantly improves performance. The system performs a fast initial match (relying on Name). If the name match is inconclusive, it uses these Screening Fields (e.g., ZIP Code, First Letter of Company Name) to narrow down which records should proceed to the full scoring calculation.

2. Discard Placeholder Values

Purpose is to prevent "dummy" or default values in your records from artificially inflating or skewing the duplicate match score.

You can enter common placeholders that should be ignored into the input field or directly select them from the proposed values.

3. Duplicates at Creation

Define the system's immediate response when a user attempts to create a new record that matches an existing record. This is a crucial real-time defense against data decay.

You choose an option from the dropdown menu to determine what action the system takes: