Learn how to capture leads from a webpage that brings that lead directly into Salesforce.
- [Instructor] For most organizations,…a website is the lead generating tool.…Salesforce has native functionality…to incorporate a form directly into a website…to collect leads and place them into Salesforce.…Salesforce captures up to 500 leads per day…with the Web-to-Lead feature.…I'll demonstrate this.…We'll need to be signed in…and we're starting at the "Home" tab.…Let's head over to the gear cog icon…and we'll click on that.…And then we'll click "Setup".…Before we get started I'll mention that reCAPTCHA…is recommended for use with this form…to prevent automated computers from posting…to your organization's online forms,…and is a free service offered by Google.…
To learn more, visit the URL shown on the screen.…While I won't be using reCAPTCHA…in order to streamline this demonstration,…setting up a form without it…will most certainly result…in automated computer spamming the form.…I'll go ahead and type in the Quick Find the word "web"…and we'll click on the "Web-To-Lead" feature right here.…We'll go ahead and set up a form.…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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