Configuring Salesforce Web-To-Lead Form

Salesforce Web-to-Lead Form - Table of Contents

• What is Web-To-Lead?
• Web-to-Lead Setup
• Data Management
  • Reports
  • Tabular Reports
  • Workflow
  • Summary Reports
  • Matrix Reports
  • Dashboards
• Creating Workflow Task

What is Web-To-Lead?

Web-to-lead generates a contact form that can be integrated within an existing website. Each form submission creates a lead record in Salesforce.

Salesforce web to lead is to directly collect and capture the leads from your website and load them into Salesforce. This is built-in functionality in Salesforce. You don’t need to download or install it.

• Web–to–lead is generally a process of capturing leads online and inserting them into a DB. To have a web–to–lead, we place a form that can collect required information and it is further placed into the sales force lead object.
• Easily set up a page on your website to capture new leads.

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Web-to-Lead Setup

• Click on your name
• Setup → app setup → customize → leads → web –to – lead → create web – to – load form.

 

Copy and paste the sample HTML below, and send it to your webmaster.

Finished.

• Copy the HTML format to the text format (notepad) with extension HTML and save it to the desktop.
• Then open WWW.GOOGLE.COM, right-click on the page and click on view page source.

Copy the code to the text file form and at the bottom of this code, paste the sales force HTML code and save it with HTML extension and click on finish.

[ Related Article: Custom Settings in Salesforce ]

Data Management

It is used to manage data that move in and out of SFDC.

1. Reports

A report is a list of records that meets the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. A report can use the tabular, summary, matrix, or joined format.
Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to the contents of the folder based on roles, permissions, public groups, and license types. You can make a folder available to your entire organization, or make it private so that only the owner has access.

Report data is always generated in real-time. When a report is saved, reports configuration parameters are stored – but the generated data is not stored.

• Once data is collected into the data model, the data is used for various purposes such as transactional, informational, and analytical purposes.
• In analytical purposes, salesforce provides reports and dashboards which help the management.
• Reports and dashboards and forecasts are the BI platform of the salesforce.

                                                

• This platform interacts with all standard and custom objects and its data and generates reports.
• SF provides vast no. of existing reports and also the developer can create his own custom reports.
• The reports can be scheduled with specific dates & specific times or else it can be scheduled periodically.

[ Related Article: Custom Reports in Salesforce ]

Example

Daily, weekly, monthly, etc.

→ Types of reports:

• Scalar
• Summarized.

→ Types of report formats:

• Tabular
• Summary
• Matrix.

2. Tabular Reports

Tabular reports are the simplest and fastest way to look at your data similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row while easily setup. They can’t be used to create groups of data or graphs. But you can use a it as the source report for a dashboard table or chart component, if you limit the number of rows it returns.

3. Work Flow

Workflow is one of the most powerful native tools available in Salesforce. It allows you to automate standard internal procedures and processes to save time across your organization. A workflow rule is the main container for a set of workflow instructions.

Automatic process, URL occurrence of an event:

→ Types of workflow:

• Immediate workflow
• Time-dependent workflow.

→ Things to be considered when writing the workflow:

• Objects
• Evaluation criteria
• Rule criteria
• Action: – based on criteria, we will perform an action.

→ Workflow supports 4 types of actions:

• Assign a task
• Sends an email
• Update a field
• Send an outdated msg.

→ Workflow compliments:

• Rule
• Action
• Time.

→ Use tabular reports when you want a simple list or a list of items with a grand total.

[ Check out Workflow Rules in Salesforce ]

4. Summary Reports

A summary field contains numeric values for which you want to know the sum, the average, or the highest or lowest. Summary fields show at all grouping levels. In summary and matrix reports, they also appear at the grand total level.
Summary reports are not only similar to tabular reports but also allows users to group rows of data, view subtotals, and create charts. These reports are used when the requirement is to summarize only X-Axis.

In short, if you need to do the sum or calculate the average on even one parameter, then the summary report is the answer.

• Use summary reports when you want subtotals based on the value of a particular field or where you want to create a hierarchically grouped report, such as sales organized by you and then by quencher.

5. Matrix Report

Matrix reports are the most complex kind of reports available, allowing you to group records both by row and column:

• Use matrix reports when you want to see data from two different dimensions that are not related, such as date and product.

6. Dashboards

The dashboard provides a graphical view of the data in your reports.

A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, matrices, or visual force pages

Each dashboard can have up to 20 components. Users can view any dashboard available in a public folder in their organization, such as company dashboards.

• K P I → knowledge performance indicator
• Q T R → Quote Tabular Report.

[ Learn How to Create Dashboards in Salesforce? ]

Creating Workflow Task

• Workflow tasks, assigns a new task to a user, role, or record owner
• To get started with workflow tasks.

Click your name → setup → create → workflows and approvals → Tasks

1. Creating Email Alerts:

Email Alerts are the basis for many of the email notifications that are automated in the system such as confirmation messages to volunteers when they sign-up as well as notifying agencies of the sign-ups. 

They are nothing but, the emails generated by an automated process and sent to designated recipients. These actions consist of the standard text and the list of recipients for an email. Email alerts are actions associated with workflow rules, approval processes, or entitlement processes. Email alert sends an email to one or more recipients you specify.

2. Defining Field Updates:

Field update changes the value of a field. For eg., it automatically changes the owner field on a contract of three days, before it expires.

3. Defining OutBound Messages:

An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. Outbound messaging is configured in the Salesforce setup menu. Then you must configure the external endpoint. Outbound messaging allows you to specify that changes to fields within Salesforce can cause messages with field values to be sent to designated external servers.

Outbound messaging is part of the workflow rule functionality in Salesforce. Workflow rules watch for specific kinds of field changes and trigger automatic Salesforce actions, such as sending email alerts, creating task records, or sending an outbound message.

Outbound messages send a secure, configurable API message in XML format to a designed listener.

For Example:

Automatically initiate the reimbursement process for an approval, and express report by triggering an outbound API message to an external HR system.

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