SALESFORCE WEB-TO-LEAD : Simplified

salesforce web to lead form by salesforcekid

Salesforce Web-To-Lead

  • Web-to-lead is very interesting as well as an important topic of salesforce when you want to generate leads from your website form, Right ?
  • In this episode, we are gonna talk about how exactly you can implement web to lead in Salesforce.
  • Web-to-lead means creating leads - with data - coming from a website page.
  • With web-to-lead, You can gather information from your company's website and automatically generate up to 500 new leads a day.

Concept :
  • On your company's website may already have registration or other types of page, where the user enters their contact information.
  • You may also want to create a jump page, where prospect responds to a campaign.
  • In web-to-lead with little extra HTML code, you can redirect that information to salesforce which creates a new lead in salesforce.
  • No need to change your website form design. 
  • You just have to select the fields in your Salesforce Org like name, email, phone etc same as your website form fields.
  • Then Salesforce will generate an HTML form code for you.
  • You just have to copy and paste that code and replace it with your website form HTML code by mapping the website form fields with salesforce lead fields.
  • That's it !! no more hassle


Let's take a look at how to implement it -->
  • Open your Salesforce Org.
  • Go to Setup -->Customize -->Lead --> Web-to-Lead 
salesforce web to lead   

  • Check whether Web-to-Lead is enabled for your organisation.
salesforce web to lead

  • Click Create Web-to-Lead form, in the next window select the list of fields do you need to collect from your customers
salesforce web to lead


  • Click Generate button, it will generate the HTML code, just use that HTML code in your website.
salesforce web to lead

  • Now copy this code and add it to your website HTML code and map the website fields and fields in Salesforce.
  • Also, you can use this code for the jump small banner pages as well.
  • I will show you a small demo.
  • For demo purpose, Copy that code and go to codebeautify.org  and past the code in HTML section and run.
  • You will see a screen similar to this
salesforce web to lead
  • Now fill the form 
salesforce web to lead

  • Now hit on submit.
  • Go to your Salesforce org and then go to leads.
  • You can see the newly created lead under today's lead section.
salesforce web to lead

  • Coool !! right ?? In this way, you can use this code anywhere in your HTML page to generate leads from your website.


WOHOOO !!! YOU HAVE JUST COMPLETED WEB-TO-LEAD EPISODE
If you like this salesforcekid learning platform please let me know in the Comment section...Also, Share with your salesforce folks wish you 
Happy learning ☁️⚡️ (Learn. Help. Share.)

SALESFORCE WEB-TO-LEAD : Simplified SALESFORCE WEB-TO-LEAD : Simplified Reviewed by on Rating: 5

68 comments:

  1. Hi Ajinkya that was pretty nice way to make things understand how web to lead works!. Just a small question, we need to map those fields before this code being executed in codebeautify right ?

    ReplyDelete
    Replies
    1. No, As you are pasting the code generated by salesforce it is already mapped while pasting in codebeutify, but the mapping which I have mentioned is about providing CSS to it and map it with the old existing fields by replacing this new code.
      Please let me know if you have any more doubts.

      HAPPY LEARNING ☁️⚡️

      Delete
    2. Thanks for speedy fast reply!.. I got it now.

      Will come back to you with more doubts soon ☁️πŸ™‚

      Delete
  2. Also do let me know how can we map the fields? Any link/article through which i can learn?

    ReplyDelete
    Replies
    1. For mapping of the fields you just have to select the fields while generating the web to lead form.
      Another way is by editing your web to lead form HTML file. I hope this will help you.

      Thanks for you valuable time 😊

      Delete
  3. Very useful who was learning salesforce.

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  14. Hi AJINKYA,


    Thank you for sharing this article. Could you please guide me on below Error

    Access to XMLHttpRequest at 'https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8' from origin 'https://*.example.com' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header is present on the requested resource.

    I am trying to add CROS then also I am getting the Error.


    Thanks in advance.
    RAD

    ReplyDelete
    Replies
    1. Thanks for you valuable time 😊

      Delete
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