What is Web to Lead in Salesforce | How to implement it | Capture leads from website in Salesforce

Рет қаралды 70,734

7 жыл бұрын

In this video, I have explained Web to Lead in Salesforce by dividing this topic into 3 basic points, which are:
1. What is web-to-lead & Where it is required?
2. How to enable and create it?
3. Important Ponts you need to consider while creating web-to-lead.
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Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
Reach us out here: cyntexa.com
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Get the BEST SALESFORCE COURSES & TRAINING here s2-labs.com/
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STALK ME ON:
Instagram: / imshreysharma
Facebook: / salesforcehulk
Twitter: / iamshreysharma
LinkedIn: / imshreysharma
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his KZfaq channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.

Пікірлер: 132

@asitmishra7819 6 жыл бұрын

It's 500/24 hours and anything more will be queued up. There is a limit to the queue as well - it's 50000 which includes both leads and cases of your organisation. Cheers!

@charanchowdary1314 4 жыл бұрын

Suppose limit in 24hours/ 500 and queue is 50000 is over if 50501 want to try to create a record ? what will happen ?

@NhiNguyen-me9hm Жыл бұрын

Hi @charan Salesforce will store and execute it the next day

@lokeshchanchlani5828 4 жыл бұрын

You are an amazing tutor, thanks for covering every minute detail in your videos and clearing doubts. Also your delivery style is very unique. Thanks for being different.

@justinmazurkewicz5959 5 жыл бұрын

Thank you for being logical, direct and practical. You are clearly the best SF help on KZfaq.

@MinhajArifin 3 жыл бұрын

The Hulk gets to the point and does not waste time

@sreekanthp7967 5 жыл бұрын

U have explained very clearly with an good example. Everyone can understand easily. Thank You.

@thsantos 5 жыл бұрын

Dude, love your videos! Thank you for sharing!

@ZainAli-ts3id 6 жыл бұрын

Brilliant work bro kindly keep make more tutorial. You have very unique style and deep knowledge about dump students. So you know the mind of all type of students and delivered it accordingly.

@guruprasad9421 5 жыл бұрын

See I am a basic learner of salesforce, but I can able to understand the concept very clearly what you thought..Thanks bro..

@manishharne6433 6 жыл бұрын

Thank you so much.. and Great job you are doing keep going on. Its really helpful those are sf learner's.

@JitendraZaaInd 7 жыл бұрын

Love watching videos on your channel and unique style. Keep posting more !!!

@SalesforceHulk 7 жыл бұрын

Thanks a lot for the appreciation Jitendra Sir. It really means a lot to me. :)

@vk_12345 6 жыл бұрын

Yes!! Hulk is doing good. Not to forget, your resources are amazing too @Jitendra. :)

@aruproy9348 5 жыл бұрын

@@SalesforceHulk Exactly !!! Its really Means a lot. Now we miss him in Cognizant

@shivanigadge1788 3 жыл бұрын

Hey your all videos are so helpful for us ! Keep posting ! ☺️

@yashwanthreddy8070 5 жыл бұрын

Bro...you are awesome...I started with one video and I keep on njoying them...u make it more entertaining and interesting... You are fabulous.... Please guide me how to clear the 201 certifications....please help me with some practice questions or dumps so that I can prepare and which includes lighting concept questions as well... Plz help me...thanks in advance

@minatipanigrahy8681 6 жыл бұрын

So understandable session...keep posting more

@prosenjitbanerjee3951 3 жыл бұрын

Thank you for an amazing explanation. The concepts were very skillfully explained!

@SalesforceHulk 3 жыл бұрын

Thanks man! Glad to hear that it helped!

@koradasrikanth2818 6 жыл бұрын

Seriously Awesome ..loved the way you are explaining the concepts. Keep it up bro. Easy to Understand and relate it to the real world.

@SalesforceHulk 6 жыл бұрын

Thanks, man. Glad you like the videos. :)

@balajigopalakrishnan2683 7 жыл бұрын

I'm new to SF and following your videos. I enjoy your way of explaining the concepts and feel confident.Please continue to keep in the same way. Appreciated . Please keep posting more videos on SF Concepts.

@SalesforceHulk 7 жыл бұрын

+Balaji Gopalakrishnan Will surely do Balaji. Its good to hear that you like the videos. 😊

@kumarlp4070 5 жыл бұрын

Mr hulk there is no words after watching u r videos

@JitendraSharma-rb2im 7 жыл бұрын

Very informative video in simple way. Thanks

@SalesforceHulk 7 жыл бұрын

Thanks Jitendra, glad you liked it.

@FaizanALI-fy8bo 5 жыл бұрын

Very detailed..step by step ...helpful...must learn #saleforce #wordpress #webtolead

@sravanrockz3335 3 жыл бұрын

Hi shrey,your explanation is so clear. please make a video on escalation rules.

@foramrana2210 3 жыл бұрын

Thanks a lot for the awesome content.

@TheNkrverma 7 жыл бұрын

Really Very good style for these videos Short and much explanatory videos then others in market

@SalesforceHulk 6 жыл бұрын

Thanks, Neeraj. Glad you liked it. :)

@kumara5492 4 жыл бұрын

very helpful video, I subscribed .Thank you,

@OneGoodStep 6 жыл бұрын

Hello, your videos are really helpful, i have been working in salesforce domain fir 1 year. As an Admin and went through development guide to get into that, can you guide for real time development projects? Thanks in advance!

@pranipatil8014 7 жыл бұрын

I love your videos.Just want to thank for all your efforts. Little suggestion i am learning Salesforce but i cant wait for 1 week to see your video....plz if possible kindly add more videos little sooner

@SalesforceHulk 7 жыл бұрын

Hello Prani, thanks for the appreciation first of all and yes I also want to make more videos as fast as possible but due to my work schedule which is 6 days a week, I only get a Sunday on which I can record the video and most of the time I can only record a single video on a day, hence not able to upload more right now but surely will in sometime. Though you can suggest me the topics on which you want videos soon, I'll try to create next videos for them first.

@shaikhabbeeb9555 5 жыл бұрын

thank you brother.it helps me .

@sharathchowdaryy7711 6 жыл бұрын

Thanks for doing this videos

@abdulqadeer-gw1jz 6 жыл бұрын

Hello like your video thats great Just want to ask i have created that lead but i cannot view lead source in sales force

@sumedhabanerjee6178 4 жыл бұрын

please make a video on web-to-case process..and about this video:-it was awesome

@MrRoyboy2011 7 жыл бұрын

I love your videos it's pretty clear that you know what you're talking about. I am trying to make a career change into cloud computing I have chosen salesforce has a vehicle and so far your videos have help me a lot to understand some of the problem areas I've had. Question! I'm about to take the certification exam at the end of this month would you be so kind as to provide Some questions you believe that will appear on the exam to gauge my strength and weaknesses or full understanding of how things work on the platform? I really want to ace this test on the first try and I think you might be able to help me to do so.

@SalesforceHulk 7 жыл бұрын

Hello Delroy, thanks for the appreciation. I would love to help you out but you haven't mentioned which certification exam you are planning to give, without that information I can't really help you.

@sindhubandari8063 6 жыл бұрын

hi, if we use custom fields the web to case generates id for the custom fields how can we replace them dynamically so I wont fail in production . Thanks in advance

@ashwinmoturi 6 жыл бұрын

I have multiple lead layouts, Americas - A1 layout, Asia - A2 layout. is it possible to define the layout it should select in the form..?

@MrSayandeep 3 жыл бұрын

Helpful please keep them coming. How to connect Marketing Cloud with salescloud

@nitinsen2939 3 жыл бұрын

nice video sir i just implemented this thing after watching this video

@SalesforceHulk 3 жыл бұрын

Great 👍

@aneka2009 3 жыл бұрын

Hi Shrey, what if I already have a web form on the site and just need to integrate it with the Lead object in SF without creating a new web form? Is this possible?

@sreekumargopakumar10 4 жыл бұрын

followup question to that is what is a case team?? and why is it used ?? It is used in lieu of sharing rules or manual sharing for records

@seemadamkondwar4899 3 жыл бұрын

very nice sir...

@saichanamolu7495 6 жыл бұрын

just I want to say thanks !!!!!

@SalesforceHulk 6 жыл бұрын

Your welcome Sai. :)

@annapurnamishra7191 4 жыл бұрын

Please upload more videos on every topic mainly from apex side too...thank you...

@sreperu 6 жыл бұрын

Great video always. Please create videos related to cases, price book, product, assets and finally Reports and Dashboards. Thanks in advance....

@SalesforceHulk 6 жыл бұрын

Thanks Sreenivas, glad to know that you like the videos. Also will start creating videos on standard objects soon. Stay tuned.!!

@xpressionbay 6 жыл бұрын

Yeah ... Reports and Dashboards plz ... and If u can cover different types of Charts/ Metrics/ Guage etc (Sigh ... NOT 1 single good source out thr as of today =/) ... Ur vids are amazing!!!!

@abhis35 6 жыл бұрын

One of the Big4 is hiring for Apttus SFDC Developer./Lead/Consultants. If you are interested then please share resume on abhisharma35@gmail.com Locations are Hyderabad, Mumbai & Bangalore.

@alig6689 2 жыл бұрын

Hi there, I have 4 forms for each city, how should I do web to lead form in this situation ? Forms picklist field should be hidden, Not visible on Form ?

@danietad3070 2 жыл бұрын

Hi.. can we create a web to lead using custom object? If so how do we do?

@alig6689 2 жыл бұрын

Hi there, I have 4 forms for each city, how should I do web to lead form in this situation ?

@dianamoize2275 4 жыл бұрын

Hello, I am trying to copy this in Mac. I saved the HTML template in the Text Edit (is the NOTEPAD for Mac). I added HTML at the beginning and at the end. I saved it as.Web to lead.html. It is in my desktop but when I want to open I can open just as Safari, Firefox, Google Chrome, Grammarly, Excel, Word and TextEdit. What I am doing wrong? When I open all of them I just see all the coding. Can you please help me? Thanks

@karthikhari910 5 жыл бұрын

Hi Shrey, how to make our "web to lead form" go live?

@abhi-cn8nw 6 жыл бұрын

awesome

@DeepuTanguturi 5 жыл бұрын

Hi, I Created web lead but i am not able to see lead in my leads.May I know the reason.

@deepakjetty5494 4 жыл бұрын

how to make the HTML look like Lightning COmponent? Can we create a Lightning component in place of this HTML?

@alig6689 2 жыл бұрын

website got 4 pages with job offer forms, London form, sydney form, Melbourne form & Newyork form. Now to capture each form record through web to lead, what should be the solution here ? THANKS

@Adeymolahubs 2 жыл бұрын

how can I add file upload to the web to lead form? thanks for this insight

@purnachandu3677 2 жыл бұрын

can we use this Web to Lead Forms in aneroid mobile application??

@MarkCrimper 3 жыл бұрын

I have wondered how that HTML web page worked on your desktop where you clicked on it and opened the form in chrome or whatever browser. My question is if your company’s website already has a lead form questionnaire formatted, how do you get web to lead to work that way??? Because I think what you showed is of a company doesn’t have a lead form on there website already. So I’m still confused how you would make it work for an existing website’s lead form. So any customer could log into their own desktop computer.

@chrysasoulantoni9670 3 жыл бұрын

can you type the script in a different way so that the form's fields appear differently ? ex. each field being next to each other not like a list? i want it to be more attractive for marketing purposes. I do not like the way it looks like on the website. I would appreciate any feedback.

@bobbysecretmail 6 жыл бұрын

Thanks for the tutorial. I have a question. Is it possible to have different autoresponder for different web-to-lead form? Currently looking for form submission of different programmes that return different email template.

@SalesforceHulk 6 жыл бұрын

Check out Auto Response rules, there you can have different rule entries with different criteria, having different responders.

@bobbysecretmail 6 жыл бұрын

Thanks. Tried it and it works!

@SalesforceHulk 6 жыл бұрын

Inspiring Tech glad!

@alig6689 2 жыл бұрын

Hi there, I have 4 forms for each city on website ---- Forms picklist field should be hidden in the form, Not visible on Form --- On the website the user is filling the form & the field of form picklist is hidden--- but in salesforce i wanna know that this record/lead is from which form ? should I create 4 Web to lead forms 1- Newyork page web to lead form 2- London page web to lead form 3- Sydney page web to lead form 4- Melbourn page web to lead form ( I need solution of this ? )

@AnkitEvince 10 ай бұрын

Salesforce enforces a maximum number of new Cases (5000) and Leads (500) generated in a 24 hours period (Salesforce Features and Edition Limits).

@memuduopeyemi9961 2 жыл бұрын

what if I have a form already...how do i integrate my form and convert to sales force leads

@Thekavitkumar 2 жыл бұрын

i was able to create lead without first name and last name from web to lead. it shows fields as [not provided] on both fields.

@tejasvispute Жыл бұрын

For Salesforce Professional Edition and up to 2 Web-to-Lead forms, the daily limit is 500. For Salesforce Enterprise Edition, the daily limit is 1,000. For Salesforce Unlimited and Performance Editions, the daily limit is 5,000.

@sreekumargopakumar10 4 жыл бұрын

This is a one off question - what is the difference between cases and leads - both are very similar in terms of auto-response rules gen etc.

@yogi1211991 3 жыл бұрын

How to include drop down for City in Web to lead page?

@farhaan9074 5 жыл бұрын

Hi sir, could you please let me know how I can apply for mvp

@shwet6318 4 жыл бұрын

To be eligible to be chosen as a Salesforce MVP, you must have been active in the community for at least the previous year.

@rahulr6381 7 жыл бұрын

Hi! can u make a video on using stripe webhook in salesforce?.

@SalesforceHulk 7 жыл бұрын

Would love to, Rahul, but currently, I am focusing on configuration part rather than development. Would surely create a video for that in future.

@ashish9945 2 жыл бұрын

2:53 - "That's what she said😁" -A Salesforce Developer & The Office Fanboy

@vidb5409 4 жыл бұрын

But how to implement it in my wordpress website?

@apurvhellstinger 3 жыл бұрын

he has a good comic sense

@kumarlp4070 5 жыл бұрын

I just feel like to contact u.. Is it possible ?

@anandghodke1553 7 ай бұрын

How can we select record type id in web form?

@SalesforceHulk 3 ай бұрын

Recordtype is a relationship field, so, it cannot be added in web to lead form.

@sandeepthakur8513 Жыл бұрын

hi, Web to Lead limit is 500.

@damico6 2 жыл бұрын

Appreciate your work but these would be greatly improved if you used a better mic.

@suresbhe 3 жыл бұрын

Salesforce sets a daily limit for Web-to-Lead submissions, which can hinder your lead collection. You can generate just 500 leads per 24 hours

@FaisalShaikh-dn2xq 6 жыл бұрын

limit of capturing lead from web is up to 500 in 24 hours period ...

@SalesforceHulk 6 жыл бұрын

Thanks Faisal!

@baotranletran7600 4 жыл бұрын

thank you for sharing, but........ need subtitles 😂 😂 😂

@sravyabaru6287 6 жыл бұрын

its limited to 500 new leads per day.

@SalesforceUSA 6 жыл бұрын

Thank YOU Sir. I watched lot of videos on Web-To_Lead. This is the only video helped me. You are the man. Please keep on doing good job.

@SalesforceHulk 6 жыл бұрын

Glad you liked the video!

@SalesforceUSA 6 жыл бұрын

With your video help. I was able to provide POC in few hours. I work for Cap Gemini.

@SalesforceHulk 6 жыл бұрын

Great to hear that Jay. :) Keep the spirit up. Wish you all the best for your career @CapeGemini.

@AJAYPATILAM 6 жыл бұрын

In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, you can capture up to 500 leads in a 24-hour period. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. If your company regularly exceeds the Web-to-Lead limit, click Help & Training at the top of any page and select the My Cases tab to submit a request for a higher limit directly to Salesforce. Ref - help.salesforce.com/articleView?id=faq_leads_how_many_leads.htm&type=0