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Storing Web activity of a Prospect in the SF.
Hello All,
I have a requirement to store web activities like pdf downloads, request for information forms(RFI), Websites Visits, Form submissions directly into salesforce as web activity of a prospect or lead. Suppose any lead XYZ has visited my website and downloaded the pdf if this leads is new then it should be create in the CRM and if it is already a lead in SF then it should update the leads record with proper activity history and display it on leads page layout.
Could you please suggest a proper way to implement this in my professional edition.
I have a requirement to store web activities like pdf downloads, request for information forms(RFI), Websites Visits, Form submissions directly into salesforce as web activity of a prospect or lead. Suppose any lead XYZ has visited my website and downloaded the pdf if this leads is new then it should be create in the CRM and if it is already a lead in SF then it should update the leads record with proper activity history and display it on leads page layout.
Could you please suggest a proper way to implement this in my professional edition.
If it fits your business case, why not utilize the standard Activity object on the Lead (with a default status of closed)? That way it gets logged in the ActivityHistory reporting as well.