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Brad CheslaBrad Chesla 

Web to Lead form

Hello,

I am trying to create web to lead form and integrate into my website and send an email. I have followed the following steps:


Step I: Create a new lead custom field to capture the new information

1. Click on:

Setup | App Setup | Customize | Lead | Fields.

2. Scroll down and click on the "New" button next to Lead Custom Fields.

3. Enter the Data type for the field and the appropriate label for the field. Depending on the data type, you may need to fill out the other sections.

4. Click "Save".

5. You can optionally map this lead field to Accounts, Contacts, and Opportunities if the lead is converted. (in order to do so, click on the link "Map Lead Fields" located next to "New." This will ensure that the information is retained when the lead is subsequently converted.

Step II: Generate the sample HTML code for this new field

1. Click on:

Setup | App Setup | Customize | Leads | Web-to-Lead.

2. Click on "Create Web-to-Lead Form".

3. Deselect all the check boxes by clicking on "select none". Then select only the lead field you just created.

4. Click "Generate".

5. Select all the text in the text box and copy it onto your clipboard by selecting the menu option Edit -> Copy (on your browser).

Step III: Incorporate the new HTML into your web site

1. Paste the HTML you copied into an email and send it to your webmaster.

2. Your webmaster will need to add the input elements in this sample HTML into your website. They will also likely want to customize the look and feel to match that of your web site.


There are some problem arises to map the fields that are mentioned on step1 no 5.

I have confused about the next step.
 
Yury BondarauYury Bondarau
Hi Brad,

In salesforce sales process Lead record can be converted to Account (and optionally to Conact and Opportunituy). Mapping allows to specify what Lead fields will be pushed to what Account, Contact, Opportunity fields during conversion.

Here you can find more info about conversion https://help.salesforce.com/apex/HTViewHelpDoc?id=leads_convert.htm&language=en

Lead conversion mapping explained here https://help.salesforce.com/apex/HTViewHelpDoc?id=lead_conversion_mapping.htm&language=en_US
Ajinkya DhasAjinkya Dhas
Hi,

This easy salesforce web-to-lead implementation guide will help you to learn with very simple steps :
https://www.salesforcekid.com/2019/03/salesforce-web-to-lead.html
Salesforce ☁️⚡️ Web-To-Lead Simplified
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