Join Christopher Matthew Spencer for an in-depth discussion in this video Web-to-Lead, part of Learning Salesforce Admin.
- [Instructor] A website is a lead generating tool.…Salesforce has native functionality…to incorporate a form directly into a website…to collect leads and place those leads…directly into your Salesforce account.…Now, Salesforce captures up to 500 leads per day…within the web-to-lead feature…and that's a great feature that you can use…on Salesforce and I'll demonstrate this feature for you.…First of all, we need to be signed in…and we're starting at the home tab…and then head over to the gear cog icon…on the right-hand side and click on that…and then you should click setup…and then it opens up a new tab for setup.…
On the left-hand side, click into the quick find box…and then just type the word web.…Just find it that way.…And then under the marketing sub-menu,…you'll see web-to-lead, click on that.…And then the web-to-lead feature is presented to you.…Now, before I get started, nobody likes spam…and before you make a form, I'll mention that the reCAPTCHA…is recommended for use with this form…to prevent automated computers from posting…
Author
Christopher Matthew Spencer
Released
12/13/2018- Explain Salesforce editions and cloud types.
- Describe Salesforce Chatter features.
- Outline the Salesforce access permission features.
- Summarize lead functionality in Salesforce.
- Use Salesforce assignment and escalation rules.
- Construct Salesforce objects using relationships and schemas.
- Demonstrate formatting and interactivity in Salesforce reports.
Skill Level Beginner
Duration
Views
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Introduction
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1. Getting Prepared
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How to obtain help4m 46s
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Clouds4m 1s
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Editions2m 48s
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Planning the transition3m 48s
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Getting registered3m 24s
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Discovering AppExchange4m 26s
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Chatter11m 34s
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2. Users and Data Visibility
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User admin6m 53s
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Role hierarchy6m 27s
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Sharing rules6m 58s
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Profiles3m 57s
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Permission sets4m 59s
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Restricting logins3m 13s
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Handling login challenges4m 37s
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Object access4m 38s
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Record access5m 34s
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Field-level security4m 39s
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3. Working with Salesforce
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Leads5m 21s
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Web-to-Lead6m
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Accounts and Contacts7m 7s
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Views4m 4s
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Calendars3m 13s
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Cases8m 2s
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Opportunities6m 15s
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Campaigns6m 35s
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Email templates6m 20s
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Teamwork using queues4m 57s
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4. Customizing, Branding, and Social
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Schema Builder5m 44s
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Search and search layouts8m 23s
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Custom buttons and links10m 57s
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Customizing sales paths7m 54s
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5. Reporting
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Building reports9m 58s
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Filtering within reports3m 27s
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Sharing reports4m 9s
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Dashboard building6m 11s
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6. Data Management
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Importing4m 9s
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Updating records7m 25s
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Mass transfer2m 39s
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Mass delete2m 18s
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Backup4m 41s
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7. Data Security
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Health check3m 24s
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Sessions3m 3s
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Network access3m 38s
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Password policies3m 20s
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Handling former users4m 18s
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Conclusion
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Next steps1m 14s
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Video: Web-to-Lead