Web-to-Lead and Web-to-Case Integration

Salesforce offers:

Each of these can be used on the StoreConnect platform.

Prerequisites

None

Building and integrating your forms

A Salesforce System Administrator1 has the technical skill required to build out the web-to-lead or web-to-case html codes. There may be some CSS2 styling required on these forms to match your site design. But once you have the html codes you only need to add them to a Content Block3 and insert the Content Block to the Page in the desired location.

How to create the web-to-lead form code

In this video we show you how to create your web-to-lead html code.

Make sure you copy your newly created html code to a safe place to use in the following step.

Embed the copied form code into a Content Block

Once the html form code has been created, you can create a Content Block and embed your web-to-lead html code.

And Finally

Your new Web-to-Lead Content Block can now be inserted into any of your pages.

Repeat the above process for the Web-to-Case form if required.

Further reading

 


 

  1. Administrator: Someone who manages something. For example, a Salesforce Administrator would be the person responsible for managing and configuring a Salesforce Org. 

  2. CSS: Cascading Style Sheets (CSS) is a programming language that defines the design styles; colours, font-sizes, font-types, border-colours, etc on a website. 

  3. Content Block: Content Blocks are used to place content on your Pages and Articles. There are two types of Content Blocks 1) A Container Content Block, and 2) A Template Content Block. 

 

 
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