On April 20th, 2018, Salesforce is changing the functionality of its Web-to-Case and Web-to-Lead products and requiring code updates. If the code updates are not made, Web-to-Case and Web-to-Lead will cease to function. This webinar from Lunar, a Salesforce consultancy and SaaS products company, explains why this is a big deal, what your options are, and provides a course of action along with detailed instructions.
Watch the webinar on YouTube: https://youtu.be/SFALgYaJk_M
7. The Upcoming Change
● The Web-to-Case and Web-to-Lead endpoint URL has been updated
● Old endpoint stops working April 20th, 2018
● Salesforce Help Article
8. Why it’s a BIG Deal
● Do you know if you’re using W2L or W2C?
● These technologies have been available for
years. Many companies have set up their
forms years ago and aren’t aware if the
technologies are currently being used
● Users of third party tools like Gravity Forms
or Wordpress Plugins ARE NOT SAFE
9. Why it’s a BIG Deal
● Websites using the W2C/W2L forms will cease to create new cases and
leads within your Salesforce org if websites are not updated with the new
endpoint URL
● NO NEW CASES
● NO NEW LEADS
● Minutes/Hours/Days/Months
○ How much would this cost you?
10. 4 Options to Fix It
● DIY
● Marketing Automation via Pardot
● Consultant
● Shuttle
12. DIY
● Do a global search across the website HTML code for these code snippets:
○ “https://www.salesforce.com/servlet/servlet.WebToLead”
○ “https://www.salesforce.com/servlet/servlet.WebToCase”
● Replace the “www” with “webto” on every form 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”
● Test the creation of new cases or leads in your production org prior to
pushing the updated HTML code to your production website.
13. DIY
● Not the easiest solution
● Requires someone who has the authority and knowledge to edit HTML
● Requires someone to grab the new endpoint URL and org ID
● Requires access and authority to change production website code
● Requires Admin access to Salesforce to validate data is flowing correctly
15. Consulting
● Web developer with Salesforce Admin background
● Lunar, a Salesforce Consulting Partner
○ Improve the entire lead collection and distribution process
○ Pardot implementations
17. Introducing Shuttle
● Native Salesforce integration
● Error logging and data resending
● Data sanitization and many to many field mapping
● Built-in form builder
● User attribution powered by Telescope Mini
● Logic-based routing
● Growing list of supported integrations
18. Solves Web-to-Lead’s Limitations
● Limited Functionality
● Poor Error Tracking and Handling - Missing fields or malformed data is LOST
● What if you want the data to go somewhere in addition to Salesforce?
19. No limits
● Leads, Cases, any Object
● Lead volume
● Sources
● Destinations
● Routing logic
● Fields
● Forms
● Session data
20. Error tracking and handling
● If a data transfer fails you get an alert
● Easy to diagnose the cause
● Data is saved and not lost - even if it doesn’t route to a destination
● Auto-retry and Manual Resend with the click of a button
How much do lost leads cost you?
21. Multiple destinations
● Anywhere you want
● As many places as you want
● All you need is an API connection, webhook, or integration
● Robust list of direct integrations
○ Salesforce, Pardot, Slack, Text, Email, G Suite, LiveChat, and more
