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Lunar Web-to-Lead and Web-to-Case Changes Webinar
- 1. Web-to-Lead and Web-to-Case Changes April 11, 2018 Worldwide Webinar
- 2. Agenda ● Introductions / What is Lunar? ● Upcoming Changes ● Why This is Important to Address Today ● Four Options ● Tutorial ● Q&A
- 3. Introductions Ryan Kohn Salesforce Consultant rkohn@belunar.com Drew Whitcomb Business Development dwhitcomb@belunar.com 415.757.7429
- 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
- 11. W2L Fix Tutorial
- 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
- 16. Introducing Shuttle Built in 2013 to solve OUR Web-to-Lead limitations
- 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
- 22. 5 Year Track Record Never Lost a Lead
- 23. April Offer FREE Standard Implementation of Shuttle to help your transition before you lose leads
- 24. Questions?