Top Five Salesforce Web-to-Lead      Implementation Tips Note: The recorded version of this presentation can be           ...
Michael Farrington           Chief Product Officer, RingLead           Founder, Qandor• Salesforce MVP (Winter 12, Winter ...
Web-to-Lead Experience ●   Large Enterprise- deployed and maintained     several Web-to-Lead and Web-to-Case forms for    ...
Research Force.com Sites               ●   Can be single webpage               ●   Web-to-_______               ●   Less d...
Research site.com too...                 ●   Drag-and-drop editor                 ●   Additional cost
Leverage hidden inputsHave your web form populate certain fields that do notrequire user input. "form-specific default val...
Field types can differ from Salesforce Capture your data in a manner that is best for you and your customers. For example....
Makes friends with a JavaScript-erA little JavaScript goes a long way when working withweb forms (and CSS doesnt hurt eith...
Polish the experience ●   Create a proper acknowledgement page     ("Return URL") ●   Personalize auto-response emails as ...
Want More?RingLead Blog: http://www.ringlead.com/ringlead-blog/RingLead Group on LinkedIn: http://bit.ly/ringleadhttp://ww...
Questions? Comments?follow us on Twitter:             @ringlead             @michaelforce
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Top Five Salesforce Web-to-Lead Implementation Tips

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RingLead Chief Product Officer Michael Farrington gives you his top 5 tips for web-to-lead form integration in Salesforce

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Top Five Salesforce Web-to-Lead Implementation Tips

  1. 1. Top Five Salesforce Web-to-Lead Implementation Tips Note: The recorded version of this presentation can be found on YouTube here. "Top 6 Apps for Sales"
  2. 2. Michael Farrington Chief Product Officer, RingLead Founder, Qandor• Salesforce MVP (Winter 12, Winter 13)• Force.com MVP (Winter 12)• Las Vegas User Group Co-Leader• 11-time Dreamforce Speaker• Developer Hero Award 2007• “Hack into Dreamforce Contest” 2010, 2nd Place• Advanced Administrator Certification (48th awarded)• Developer Certification
  3. 3. Web-to-Lead Experience ● Large Enterprise- deployed and maintained several Web-to-Lead and Web-to-Case forms for various purposes. ● Small Business- leveraged Force.com Sites to capture "Contact Us" information ● RingLead Unique Web-to-Lead
  4. 4. Research Force.com Sites ● Can be single webpage ● Web-to-_______ ● Less dependent on web developer for updates ● Comes with EE and UE (depending on traffic)
  5. 5. Research site.com too... ● Drag-and-drop editor ● Additional cost
  6. 6. Leverage hidden inputsHave your web form populate certain fields that do notrequire user input. "form-specific default values" ● Add the desired field using the wizard, then modify the field HTML using the existing hidden inputs as examples ● Can also be done using workflow, weigh your options
  7. 7. Field types can differ from Salesforce Capture your data in a manner that is best for you and your customers. For example... ● Capture a text field as a picklist instead ● Capture a picklist via Radio Button instead ● Modify available picklist values
  8. 8. Makes friends with a JavaScript-erA little JavaScript goes a long way when working withweb forms (and CSS doesnt hurt either). ● Error checking ● Required fields ● Dynamic elements (e.g. click this, that appears) ● Pop-up / hover help text
  9. 9. Polish the experience ● Create a proper acknowledgement page ("Return URL") ● Personalize auto-response emails as much as possible using Auto-Response Rules ● Be smart about your "Default Lead Owner" ● Prevent duplicates with RingLead Unique Web- to-Lead (Integrates with Eloqua, Marketo, Pardot and more)
  10. 10. Want More?RingLead Blog: http://www.ringlead.com/ringlead-blog/RingLead Group on LinkedIn: http://bit.ly/ringleadhttp://www.michaelforce.org
  11. 11. Questions? Comments?follow us on Twitter: @ringlead @michaelforce

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