Web-to-lead and web-to-case integration

Salesforce offers:

• Web-to-Lead forms for lead generation
• Web-to-Case forms for customer support

Each of these can be used on the StoreConnect platform.

Building and Integrating Your Forms

A Salesforce System Administrator configure Salesforce to build out the web-to-lead or web-to-case html code. Once you have the html code you only need to add it direct to a page, or to a Content Block and insert the Content Block to the Page in the desired location.

You generate your forms code from Web-to-Lead or Web-to-Case in Salesforce Setup.

There will be some CSS styling required on these forms to match your site design. You can use the built in classes or your own to achieve this.

Generate the form code

In this video, we show you how to create your web-to-lead HTML code. It is also highly recommended you add Captcha to your forms to prevent being spammed.

Once you have your code, you can create a Content Block and paste it in the Content field. You then add that content block to your page or article. Alternatively you could paste your code directly on the page or article without the needing for content block.

Make sure you test your form to ensure entries arrive in Salesforce. Checkout Troubleshooting if your form appears to not be working.

Captcha

Captcha can be added to your forms code when generating the code in Salesforce using Google reCAPTCHA v2.

If you add Googles reCAPTCHA to your web-to-lead and web-to-case forms, you may want to add the below JavaScript also. Without it, if a visitor forgets to click on the reCAPTCHA checkbox, their form will be rejected by Salesforce without notice. This code will enforce the use of the checkbox.

1) Give the form an ID by adding id='contact-form' to this line of your form’s HTML:

```html