Click Lead Tab. Now view Click hyperlink called create new view. Now a form is shown. Step1. Enter view name, view name unique. Step 2. Now specify filter criteria that you want to view.
Full Answer
How to create a website in Salesforce?
For this purpose, you need to a create a site first on the Force.com platform. Enable the site, configure the data access organization-wide details, and set the user access permission sets by making sure that you will not hurt anything. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar.
How to create a custom view in Salesforce?
Click Lead Tab. Now view Click hyperlink called create new view. Now a form is shown. Step1. Enter view name , view name unique . Step 2. Now specify filter criteria that you want to view . Select Filter by additional fields. Step3. Now select display options that you want to view . Step 4. Restrict Visibility.
How do I set up web-to-lead in Salesforce?
Login to your Salesforce account, then Go to the Setup option, then Customize -> Leads -> Web-to-Lead option to start your work. By default, this is enabled.
What is Salesforce and how does Salesforce work?
Salesforce is the platform where you can organize business contacts, generate leads, and manage interactions that are taken as the primary requirements for any business. Salesforce is capable of doing just the endless things, we have given the basic idea here.
Why Lead Capture Matters
Lead capture forms prompt website visitors to enter their contact details in exchange for information or resources. These forms push potential customers down the sales funnel, enabling sales and marketing to contact them with additional offers and information.
Where to Put Lead Capture Forms
Where you put lead capture forms depends on your offerings and long-term goals. Let’s take a look at the most strategic areas to place lead capture forms, and what goals they correlate with.
Home Page
It’s normal to put a lead capture form on your website, but you’ll want to make sure it’s strategic. An easy and effective way to capture leads on your homepage is to ask people to sign up or subscribe to your newsletter by sharing their email address.
Landing Pages
A dedicated landing page is the most common place to capture leads. Landing page lead capture forms work well when you want to offer downloadable assets or resources, such as an ebook or template, in exchange for contact information.
FAQ Pages
Customers who land on your FAQ pages are seeking answers to common questions. This means they're interested in your product or service, but need help. It also means they’re a great candidate for a direct phone call. A lead capture form on this page might ask for a phone number or email to connect the visitor to sales or support team members.
Blog Post
A blog post is a strategic way to direct website visitors toward a specific topic. For example, a blog post about “tips for finding a wedding florist” might have a lead capture form that asks for a person’s email in exchange for a customer story that shows how the company brought a customer's dream wedding to life through floral design.
Live Chat
While not specifically a lead capture form, a live chat feature on your website is a quick way to make connections with potential customers and answer questions. A live chat can ask for a customer’s email or direct them toward more resources that push them down the lead funnel.
Simple Connections To Websites With Salesforce
First of all, generate a simple application like we can say that a Lead form. The form will be designed in Salesforce where you can add all possible relevant fields that you wish to collect the details. Salesforce allows you to write the form in HTML format whose code can be pasted on your website.
Salesforce Integration With My Website
For this purpose, you need to a create a site first on the Force.com platform. Enable the site, configure the data access organization-wide details, and set the user access permission sets by making sure that you will not hurt anything.
