How does the lead record type field work in Salesforce?
When we developed the form, the Lead Record Type field is hidden to the user, so depending on the form they're on, it automatically sends the Lead Record Type we want into sales force. The correct code for the record type is passing to salesforce.
How do I create leads in Salesforce?
Salesforce can automatically create Leads based on information captured directly on your website. In Salesforce Classic: Your Name | Setup | App Setup | Customize | Lead | Fields. In Lightning Experience: Gear icon | Setup | Object Manager | Lead | Fields and Relationships Scroll down and click New button next to Lead Custom Fields.
What is Salesforce web-to-lead?
Salesforce lets you easily create web-to-lead forms that capture information about visitors to your website. The information is automatically stored in new lead records in your Salesforce install, and the lead can then be scored, qualified, and routed to sales reps.
How to create custom fields in Salesforce lightning experience?
In Salesforce Classic: Your Name | Setup | App Setup | Customize | Lead | Fields. In Lightning Experience: Gear icon | Setup | Object Manager | Lead | Fields and Relationships Scroll down and click New button next to Lead Custom Fields.
What are web-to-lead forms in Salesforce?
Web-to-lead is a process you can apply to your website forms that allows marketers to automatically push form submissions on their website into their Salesforce CRM.
Can you use Salesforce to manage lead data?
If you use Salesforce to manage your lead data, then you may be looking for ways to better capture your lead data. We share how to go beyond Salesforce’s web-to-lead forms and capture more than just lead referrer data.
Step 1: Create a new Lead custom field to capture the new information
In Salesforce Classic: Your Name | Setup | App Setup | Customize | Lead | Fields.
Step 2: Generate the sample HTML code for this new field
In Salesforce Classic: Your Name | Setup | App Setup | Customize | Leads | Web-to-Lead
Step 3: Incorporate the new HTML into your web site
Paste the HTML you copied into an email and send it to your webmaster.
