Get Salesforce ready to gather information
from your company’s website and automatically generate up to 500 new leads a day.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group,
Professional, Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To set up Web-to-Lead: |
Customize Application |
| If you want to |
Make sure to |
| Track special lead information that standard fields for Salesforce leads don’t
accommodate |
Create custom lead fields and specify how you want them to map to custom fields for
accounts, contacts, and opportunities during lead conversion. |
| Validate email addresses for web-generated leads |
Create a validation rule for the Email field on leads. |
| Automatically send prospects email after they’ve submitted information through your
website |
Create public email templates. You can set up email response rules to use different
email templates depending on the information submitted. If you do, make sure to create one
default template to send when none of your response rules apply. |
| Set the default status for new and converted leads |
Use the Lead Status picklist to do so. |
| Assign leads to sales reps and queues |
- Create lead queues if you want to assign leads to queues instead of individual sales
reps.
- Choose a default owner of leads that fail to meet the criteria in your assignment rule
using Lead Settings.
- Determine how web-generated leads get assigned to users or queues by creating a lead
assignment rule and activating it. If the rule is inactive, all web-generated leads get
assigned to the default owner you specify in Lead Settings.
|
