Do you have a guide for setting up the Web-to-Lead or Web-to-Case in Salesforce? Any settings that need to be turned on in order for the plugin to work?
Thanks!
]]>As an added benefit, the out of the box SFDC web-to-lead/case includes your org ID. Exposing the Org ID makes a spammer’s life much easier. CRM Perks doesn’t expose the Org ID.
]]>Thanks
]]>1. How can a lead record be created in the SF org without any authentication or authorization performed by the plug-in (the only thing the plug-in requires is the Org id)
2. I do not have any Web to Lead assignment rule but I still get notified with an email that says: [A lead has been assigned to you, the default owner. Click the link below to view the record in salesforce.com].
My guess for (2) above is : the plug-in send the email notification to the default lead owner specified in Setup | Lead Settings | Lead Queue Settings.
How do I control where to send the lead generated using this plug-in ?
BPaint
]]>I have created a web-to-lead form for a German website which pulls through into Salesforce fine.
The issue I’m having in that, in Salesforce, I have multiple lead views configured for the different websites (UK and Spain) and the leads from the german site go through directly into the UK lead view.
I would like to create a different lead view (or send them to the Spanish team) but I’m unsure how to direct the leads to go into this view.
Any help would be greatly appreciated.
Thanks.
]]>https://www.audantic.com/thanks?&email=static_value
I need static_value to be the email parameter from the form.
Thanks – Eric
]]>So… Lead visits site, fills out form, form creates Lead in SF. How do we pass back the Lead Id the form just created to our /thanks “thank you” page?
Thanks – Eric
]]>in brilliant web to lead im using the following
Field = Website
operations = enabled
Type = Text
Label = URL thanks in advance and please let me know if i need to provide more info
Salesforce notified us of the following change:
W2C/W2L endpoints
Websites using the W2C/W2L forms will cease to create new cases and/or leads within customers’ Salesforce orgs if the websites are not updated to use the new https://webto.salesforce.com
This may be a non-issue but I still want to be sure. If the change to the URL does need to be made within the Gravity forms plugin where?
thank you.
1. For websites that contain the Web-to-Case and/or Web-to-Lead forms, do a global search across the website HTML code for either of these code snippets:
“https://www.salesforce.com/servlet/servlet.WebToLead”
“https://www.salesforce.com/servlet/servlet.WebToCase”
2. Replace the “www” with “webto” so that the “form action” URLs in the Web-to-Case and Web-to-Lead HTML code display as such:
“https://webto.salesforce.com/servlet/servlet.WebToLead”
“https://webto.salesforce.com/servlet/servlet.WebToCase”