Send Visitor Information to the Salesforce Lead Object

Use the Lead Form component in the Microsite template to capture visitor information in your site and create a new Lead record in Salesforce.

Required Editions

Available in: Enterprise, Performance, Unlimited, and Developer Editions.

User Permissions Needed
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

Note The Lead Form component is designed to collect information from guest users. It can't be used for authenticated users.

1. To allow your site to access the proper access to the Leads object, navigate to Workspaces and select the Administration tile.
2. Select Preferences.
3. Under General, select ​​Allow guest users to access public APIs and click Save.
4. Navigate back to Experience Builder and select Settings.
5. Under Guest User Profile, select the link with your site name.
6. From the example profile, select Edit.
7. Under Standard Object Permissions, select Read and Create next to the Leads object.
8. Click Save.
9. Under Field Level Security, select a field and allow access to the fields you intend to capture.
10. Save your work.