Friday, November 25, 2016

Web-to-Lead Creation In Salesforce.



What is web to lead in salesforce?

Salesforce web to lead is to directly collect capture the leads form your website andloaded into Salesforce. This is built in functionality in Salesforce. Nothing you needto download or install.

How can I set up web to lead in Salesforce?

1. Login into Salesforce. 
2. Go to “set up” -> Customize -> Leads -> click on web-to-Lead



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 inSalesforce. By default it will display System Administrator who created Salesforceorganization.You can edit the owner of the default web to lead creator and also you can selectdefault Response template by click on the “EDIT” button.


3. Click on “Create Web-to-Lead Form” button then you will navigate to followingscreen.



Here you can see the familiar list of fields to display on the web to lead formincluding 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 tomention.Basically “Return URL” is after the lead form is submitted this is the URL that userwill be direct to. It’s good idea to set up thank you page and best offers provided byyour 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 you 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.


Enter the Details and click on the Submit Button.

Open Salesforce Org Click on Leads Tab,You can see the Lead That is Created in the website.

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