---
schema_version: "1"
id: 0a64d9be779615584cade250874505185be2dd03db9cc6246d16639beb8ee56f
title: Guidelines for Setting Up Web-to-Lead
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customize_leadpreparation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customize_leadpreparation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b5365568432ea24f40f320d3ef09ba23b75de7945133d672553cf5198f98276c
description: Get Salesforce ready to gather information from your company’s website and automatically generate up to 500 new leads a day.
products:
  - Sales Cloud
release: "264"
---
# Guidelines for Setting Up Web-to-Lead

Get Salesforce ready to gather information from your company’s website and automatically generate up to 500 new leads a day.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d22839e77">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e77 ">To set up Web-to-Lead:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e77 ">Customize Application</td>

        </tr>
      </tbody>
    </table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:32.36245954692557%">
          <col style="width:67.63754045307444%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22839e110">If you want to</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22839e113">Make sure to</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="If you want to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e110 ">Track special lead information that standard fields for Salesforce leads don’t
              accommodate</td>

            <td data-label="Make sure to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e113 ">Create custom lead fields and specify how you want them to map to custom fields for
              accounts, contacts, and opportunities during lead conversion.</td>

          </tr>
          <tr class="">
            <td data-label="If you want to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e110 ">Validate email addresses for web-generated leads</td>

            <td data-label="Make sure to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e113 ">Create a validation rule for the Email field on leads.</td>

          </tr>
          <tr class="">
            <td data-label="If you want to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e110 ">Automatically send prospects email after they’ve submitted information through your
              website</td>

            <td data-label="Make sure to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e113 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="If you want to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e110 ">Set the default status for new and converted leads</td>

            <td data-label="Make sure to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e113 ">Use the <samp class="parmname">Lead Status</samp> picklist to do so.</td>

          </tr>
          <tr class="">
            <td data-label="If you want to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e110 ">Assign leads to sales reps and queues</td>

            <td data-label="Make sure to" class="slds-cell-wrap" style="vertical-align:top;" headers="d22839e113 ">
              <ul>
                <li>Create lead queues if you want to assign leads to queues instead of individual sales
                  reps.</li>

                <li>Choose a default owner of leads that fail to meet the criteria in your assignment rule
                  using Lead Settings.</li>

                <li>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.</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Generate Leads from Your Website with Web-to-Lead](https://help.salesforce.com/s/articleView?id=sales.setting_up_web-to-lead.htm&release=264.0.0&type=5 "Generate up to 500 leads per day by capturing data from prospects who provide contact information. You can also redirect prospects to other web pages that are critical to campaign success.")
- [Validation Rules](https://help.salesforce.com/s/articleView?id=platform.fields_about_field_validation.htm&type=5&language=en_US)
- [Define Validation Rules](https://help.salesforce.com/s/articleView?id=platform.fields_defining_field_validation_rules.htm&type=5&language=en_US)