Administrator Progress ( Quizzes)

Lesson: 01 | Web-to-Lead

Intro

Web-to-lead: The process of using a website form to capture visitor information and store that information as a new lead in Salesforce. Salesforce lets you easily create web-to-lead forms that capture information about visitors to your website.

Considerations

The format for date and currency fields captured online is taken from your organization’s default settings - Default Locale and Currency Locale.
The daily limit for Web-to-Lead requests is 500. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. See How many leads can we capture from our website? for additional information on Web-to-Lead limits.
If a new lead can’t be generated due to errors in your Web-to-Lead setup, Customer Support is notified so we can help you correct it. Salesforce provides the standard Web-to-Lead form but can't support specific modifications to the form.
Before creating records submitted via Web-to-Lead, Salesforce runs field validation rules. If any field values are invalid, no lead record is created.
All universally required fields must have a value before a record can be created via Web-to-Lead.
Salesforce doesn’t support rich text area (RTA) fields on Web-to-Lead forms. If you use RTA fields on your forms, any information entered in them is saved as plain text when the lead is created.
Web-to-Lead forms don’t validate the email address field. To validate email addresses of web-generated leads, create a validation rule for the Email field on leads.

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

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Lesson: 01 | Web-to-Lead

Intro

Administrator Course