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

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. 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. 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. 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. Research site.com too...
● Drag-and-drop editor
● Additional cost

6. Leverage hidden inputs
Have your web form populate certain fields that do not
require 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. 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. Makes friends with a JavaScript-er
A little JavaScript goes a long way when working with
web forms (and CSS doesn't hurt either).
● Error checking
● Required fields
● Dynamic elements (e.g. click this, that appears)
● Pop-up / hover help text

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. Want More?
RingLead Blog: http://www.ringlead.com/ringlead-blog/
RingLead Group on LinkedIn: http://bit.ly/ringlead
http://www.michaelforce.org

11. Questions? Comments?
follow us on Twitter:
@ringlead
@michaelforce