Web to Lead in Salesforce

The company website is an indispensable tool for business growth. It lets people learn about the company. It also helps promote its services and generate more leads and customers in the long run. In this post, you will learn what leads are, their importance, and what the Web to Lead functionality in Salesforce is all about.

What are Leads?

A lead is a prospective sales contact who expresses consumer interest or inquires about a company’s products and services. Leads can be individual consumers or fellow organizations and businesses. Leads are direct results of advertising efforts, website visits, and referrals from existing customers. The more leads a company gets, the higher the chance for profits, as these leads may eventually move to a sale – the inquirer may end up purchasing the business’ products or using their services.

Leads and Salesforce

Companies that use Salesforce are capable of monitoring their leads via the functionality called Web to Lead. This feature directly captures the leads generated from a company’s website and loaded to their own Salesforce system. The Web to Lead is a built-in Salesforce function, which provides a useful tool for companies to track their leads and make plans for their advertising and marketing strategies.

Initiating the Web to Lead Function in Salesforce

While logged in to Salesforce, navigate to the Setup page. Go to Customize, select Leads, and click on Web to Lead from the drop-down menu. The user will be taken to the Web to Lead Setup Page. Users will see a ticked box, which says “Web to Lead Enabled” under the Web to Lead Settings window. By default, the system administrator is set as the Lead Creator. For any changes that you need to make, just click on the Edit button.

Next, the user should create a Web to Lead form. Just click on the Web-to-Lead button beside the Edit button, and the user will be taken to the Create a Web-to-Lead Form page. A list of available fields will appear. Click on the Add and Remove buttons to set the chose fields. Place the chosen fields in order by clicking on the Up and Down buttons.

Add a webpage to the Return URL field. This is the page to be displayed to the customers after the lead form is submitted. Set the preferred Language. Click on the Generate button, then another page will appear. Copy the code that Salesforce has automatically made, and insert it to the website’s HTML page, and it’s done.

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