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A Definitive Guide to Create a Salesforce Web-To-Lead Form | Expert’s Top Picks

Last updated on 04th Nov 2022, Artciles, Blog

About author

Ravichandran (Data Engineer - Financial Performance and Analytics )

Ravichandran has a wealth of experience in cloud computing, BI, Perl, Salesforce, Microstrategy, and Cobit. Moreover, he has over 9 years of experience as a data engineer, financial performance, and analytics.

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    • In this article you will learn:
    • 1.What is Web-To-Lead?
    • 2.Web-to-Lead Setup.
    • 3.Data Management.
    • 4.Creating Workflow Task.
    • 5.Conclusion.

What is Web-To-Lead?

Web-to-lead creates a contact form that can be integrated within existing website. Every form submission creates a lead record in a Salesforce.Salesforce web to lead is to be directly collect and capture the leads from a website and load them into a Salesforce. This is aslo built-in functionality in Salesforce. don’t need to be download or install it.

  • Web–to–lead is generally the process of capturing leads online and inserting them into DB. To have a web–to–lead, place a form that can collect required information and it is further placed into a sales force lead object.
  • Easily set up a page on a website to capture a new leads.

Web-to-Lead Setup:

  • Click on a name.
  • Setup – app setup- customize – leads – web –to – lead – create web – to – load form.
  • Copy HTML format to text format (notepad) with extension HTML and save it to a desktop.
  • Copy the code to a text file form and at bottom of this code, paste the sales force HTML code and save it with a HTML extension and click on finish.

Data Management:

1. Reports:

A report is the list of records that meets the criteria explain It’s displayed in a Salesforce in rows and columns, and can be filtered, grouped, or displayed in the graphical chart. A report can use a tabular, summary, matrix, or joined format.Each report is stored in the folder. Folders can be public, hidden, or shared, and can be set to be read-only or read/write. control who has access to contents of the folder based on a roles, permissions, public groups, and license types. can make a folder available to an entire organization, or make it private so that only a owner has access.Report data is be always generated in real-time. When a report saved, reports configuration parameters are stored – but generated data is not stored.

  • Once data is collected into a data model, the data is used for different purposes such as transactional, informational, and analytical purposes.
  • In analytical purposes, salesforce provides a reports and dashboards which help management.
  • Reports and dashboards and forecasts are BI platform of a salesforce.
  • This platform interacts with all the standard and custom objects and its a data and generates a reports.
  • SF provides a vast no. of existing reports and also developer can create his own custom reports.
  • The reports can be scheduled with the specific dates & specific times or else it can be a scheduled periodically.
Web-To-Lead Setup

Example:

Daily, weekly, monthly, etc.

Types of a reports:

  • Scalar.
  • Summarized.

Types of a report formats:

  • Tabular.
  • Summary.
  • Matrix.

2. Tabular Reports:

Tabular reports are simplest and fastest way to look at a data similar to the spreadsheet, they consist simply of ordered set of fields in a columns, with every matching record listed in the row while easily setup. They can’t be used to create groups of a data or graphs. But can use a it as a source report for the dashboard table or chart component, if limit the number of rows it returns.

3. Work Flow:

Workflow is one of most powerful native tools are available in Salesforce. It allows to automate standard internal procedures and processes to a save time across on organization. A workflow rule is main container for a set of a workflow instructions.Automatic process, URL occurrence of event:

Types of a workflow:

  • Immediate workflow.
  • Time-dependent workflow.

Things to be a considered when writing a workflow:

  • Objects.
  • Evaluation criteria.
  • 1Rule criteria.
  • Action: – based on a criteria, will perform an action.

Workflow supports are 4 types of actions:

  • Assign a task.
  • Sends an email.
  • Update a field.
  • Send an outdated msg.

A Workflow compliments:

  • Rule.
  • Action.
  • Time.
Data Management

4. Summary Reports:

A summary field contains a numeric values for which want to know a sum, the average, or the highest or lowest. Summary fields are show at all grouping levels. In a summary and matrix reports, they also appear at a grand total level.Summary reports are not only similar to a tabular reports but also allows users to group rows of data, view subtotals, and create charts. These reports are used when requirement is to a summarize only X-Axis.In short, if need to do the sum or calculate average on even a one parameter, then a summary report is answer.

  • Use a summary reports when want subtotals based on a value of a particular field or where want to create a hierarchically grouped report, such as sales organized by and then by a quencher.

5. Matrix Report:

Matrix reports are most complex kind of a reports available, allowing to group records both by a row and column:

  • Use a matrix reports when want to see a data from two various dimensions that are not related, like a date and product.

6. Dashboards:

The dashboard are provides a graphical view of a data in a reports.A dashboard shows a data from source reports as a visual components, which can be charts, gauges, tables, matrices, or a visual force pagesEvery dashboard can have up to 20 components. Users can view any dashboard available in the public folder in their organization, like company dashboards.

  • K P I → knowledge of performance indicator.
  • Q T R → Quote a Tabular Report.

Creating Workflow Task:

  • A Workflow tasks, assigns a new task to a user, role, or record owner.
  • To get started with the workflow tasks.
  • Click a name → setup → create → workflows and approvals → Tasks.

1. Creating Email Alerts:

Email Alerts are basis for many of email notifications that are automated in a system such as confirmation messages to volunteers when they sign-up as well as a notifying agencies of sign-ups. They are nothing but, an emails generated by an automated process and sent to be designated recipients. These actions consist of a standard text and the list of a recipients for an email. An Email alerts are actions are associated with a workflow rules, approval processes, or entitlement processes. An Email alert sends an email to one or more recipients can specify.

2. Defining Field Updates:

A Field update changes a value of a field. For eg., it automatically changes owner field on contract of a three days, before it expires.

Conclusion:

Salesforce allows to effortlessly construct a web-to-lead forms that capture information about visitors to a website, which can be done in these simple steps. In Salesforce, data is instantly saved as a new lead records. Salesforce are Web-To-Lead feature offers an simple way to get leads from websites (without any integrations) and then save them into a Salesforce system. Sales teams and marketing teams can make a most of this feature to be contact interested website visitors, plan targeted marketing campaigns, and convert these visitors to a business partners.

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