Sunday, August 19, 2012

Web to lead or Web to case:

Web to lead or Web to case:
Salesforce automation has several features workflows ,web to lead or web to case.This post regarding web to lead or web to case process.The basic steps are

We need custom fields to map and data types should be match.But some exception data types are

next step creating queue so that assignment rules can be applied once  lead or case created.
further you need to create assignment rules with your own criteria.for example

Finally creating auto response rules for submission action like this

It's time to enable web to lead make sure user has send email and modify all data permissions


save in .html on your desktop to test it or you can include in your website to test.

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