Salesforce Web-to-Lead
This post gives you information about web to lead functionality in salesforce.
What is web to lead in salesforce?
Salesforce web to lead is to directly collect capture the leads form your website and loaded into Salesforce. This is built in functionality in Salesforce. Nothing you need to download or install.
How can I set up web to lead in Salesforce?
- Login into Sales force.
2. Go to “set up” -> Customize -> Leads -> click on web-to-Lead
Then you will navigate to following screen.
Here we can see web to lead set enabled checkbox is checked. By default web to lead is enabled in sales force. And default lead creator is owner of the lead creator in Salesforce. By default it will display System Administrator who created Salesforce organization.
You can edit the owner of the default web to lead creator and also you can select default Response template by click on the “EDIT” button.
3. Click on “Create Web-to-Lead Form” button then you will navigate to following screen.
Here you can see the familiar list of fields to display on the web to lead form including custom fields from Lead object. You can add or remove fields by using “add” and “remove” buttons. And also you can reorder fields by using “up” and “down” buttons.
And in the above screen Return URL and Language are mandatory fields you need to mention.
Basically “Return URL” is after the lead form is submitted this is the URL that user will be direct to. It’s good idea to set up thank you page and best offers provided by your company to customers.
4. Next click on Generate button then you will navigate to following screen.
Salesforce creates HTML code you can insert directly into your website.
Take that code and do customization to that code according to your requirements. You can add your company logo and you can do additional customization to that HTML code.
Once you have done with customization to this code you can place this code in your website.
You can see list leads that you got from Salesforce web to lead by clicking on the leads TAB in Salesforce.
I wants to display my website’s data in salesforce, then how it is possible?
what type of data you want to display in salesforce?
You can display by using force.com sites, as per my knowledge.
I need to add custom field to my lead , but do you think its possible?
Hi em,
Yes,it is possible.
1.first create a custom field by navigating to Setup->customise->Leads->fields->then click New in the custom fields and relationship section then create a new field
2.then in the web-to-lead, selece the field from Available field then click > Add button to move the fields from available field to selected field.
3.and continue the process as mentioned in the tutorial.
very nice i am satisfied
Can you make fields required?
@Alley : Where do you want to make required fields? Is it in your html code?
how can make own registration form and get his user id from my page
I’m having an issue with my Web-to-lead form. I’ve created custom fields, insured they are Visable. But when I launch the form and add my captcha the data from the website doesnt transfer into salesforce. When I take the captcha off, it works normal. But when i take the captcha off – I get at least 10 fake leads per hour. Is there an alternative solution that i’m not thinking of? Thanks for your time!
Having the Same Issue
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Can we set up routing rules / guidelines where the leads will flow once they are captured in the form, and routed to salesforce? Thanks.
How can I make web to lead form fields required?
I want to use web to lead form as a contact us box on my website.
Will web to lead send an automatic email to me every time someone submits an inquiry or do i need to log on to see the inquiry?
If not, what must i do to get an email forward from Salesforce