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Showing posts from November, 2016

Web-to-Case In Salesforce

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Creating a Web-to-Case form in Salesforce enables you to automatically convert customer inquiries submitted through your website into cases within your Salesforce. Turn On and Customize Web-to-Case Generate and Test Your Web-to-Case Form To test the Web-to-Case form, add the line <input type="hidden" name="debug" value="1"> to the code. This line redirects you to a debugging page when you submit the form. Don’t forget to remove it before publishing the Web-to-Case page on your website. Web-to-Case Limits 5,000 cases in a 24-hour period. When you reach the 24-hour limit, additional requests are stored in a pending request queue that contains both Web-to-Case and Web-to-Lead requests Unsupported Content Types Web-to-Case forms don’t support the following content types: Attachments Rich text area (RTA) fields—If you use these fields on your forms, any information entered in them is saved as plain text when the case is created. Multipart/form-data—Cases ...

Web-to-Lead In Salesforce

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Creating a Web-to-Lead form in Salesforce allows you to capture lead information directly from your website and automatically create leads within your Salesforce instance Generate a new HTML by going to Setup > App Setup > Customization > Leads > Web-to-Lead. Generate Leads from Your Website for Your Sales Teams We can have multiple web-to-lead forms for various websites or landing pages and can be used to send leads to Salesforce. Please note that using the Web-to-Lead form you can automatically generate up to 500 new leads a day. Some of the Lead Sources available in Salesforce Web Phone Inquiry Partner Referral Purchased List Other Employee Referral Twitter External Referral Partner Public Relations Trade Show Word of mouth Here are the steps to follow  Click on "Create Web-to-Lead Form" Once you fill in the details, Click on "Generate" Here's a simple example of what the HTML code for the Web-to-Lead form might look like: <form action="ht...