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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Working on forms with web-to-lead

Using web-to-lead is an easy way to generate HTML code that you can drop into your website to create a lead capture form. A lead capture form is generated outside of Salesforce but creates a lead directly in Salesforce when the form is saved. This can take the form of a Contact Us page on your website or any other form where you would want the information to be automatically added to Salesforce. Let's see how this is done:

  1. Click on the gear at the top of the page (see label 1 in the following screenshot) and choose Setup (see label 2 in the following screenshot):

Clicking on Setup in the preceding screenshot brings you to the administration section of Salesforce.

  1. Next, type web in the quick-find box (see label 1 in the following screenshot). This will bring up Web-to-Lead. Click on the link (see label 2 in the following screenshot), as in the following screenshot:

  2. Clicking on Web-to-Lead brings you to the Web-to-Lead settings page. On this...

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