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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Lesson: 01 | Web-to-Lead

Intro

Administrator Course