Exercises are a set of instructions to follow in your practice org (see Getting Started – Free if you do not have a practice org). The goal is to quickly introduce how to complete tasks or perform configuration.
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Hi John –
for Step 8. Create a Web-to-Lead Form
My Dev is showing something different and is asking me for the API Key “reCAPTCHA API Key Pair” I don’t see anything like this on your set of instructions. I can’t “Generate” or move forward without the API key.
Uncheck Enable spam filtering. This will work..
In Step 5. Configure a Lead Auto-Response Rule, You say to check “Set this as the active Web-to-Lead Auto-Response rule. Now the only choice is to check “Active.” Same thing, just shorter text.
In step 7, part 3, I noticed that the lead assignment rule screen has a field to choose an email template. Since we’re configuring which emails to send in the auto-response rules, what purpose does this field serve in the lead assignment rule screen?
Assignment rule = internal (to assigned)
Auto-response = external (to the lead)
Wow! It worked beautifully.
Just for info, I could not generate the web-to-lead form, unless I unchecked “enable spam filter”.
Thanks for the update – I’ll make sure to look at refreshing this accordingly
Just figured that out
Hi John
1. Rather than Field = Lead:Type, I believe it should be Field = Lead: Product Interest.
2. How do you set-up an e-mail address to use when creating a Lead Auto-Response rule? I added an Org-wide e-mail address and the form failed, I entered a user’s and the form failed, why is it so tricky?
KR
Ag3991
Re#1 You could use product interest, sure.
Re#2 That’s likely due to anti-spam measures that were added after the fact (setup in two places as a result)
Hey John,
I think it’s a little confusing that the title of step 1 is Create “Product Interest” field instead of “type”. I only caught my mistake later when I noticed that there is only a custom field for Lead already created (could’ve been from trailhead) and I couldn’t add “Type” field to Web to Lead form.
Hello John,
Thank for this piece you put together, I followed this exercise but I don’t get the email notification,
I have tried these troubleshooting steps (Below) recommended by others but still, i don’t get any email, any ideas on what I’m doing wrong?
Check your email settings:
Setup —> Deliverability —> Under “Access to Send Email (All Email Services)” choose All email.
Also, make sure that the email that you are using is correctly spelled and check you spam/junk folder as well.
Did the lead get created with the correct email address? Did you check your spam folder? Those are the common ones
Is the lead record getting created in Salesforce?
I followed the instructions, but I’m not having any luck getting any email generated. Any steps I should look over?
Thank you,
@Jessica:
Check your email settings:
Setup —> Deliverability —> Under “Access to Send Email (All Email Services)” choose All email.
Also, make sure that the email that you are using is correctly spelled and check you spam/junk folder as well.
Thank you! I logged in with a different computer at a different location, and checked those settings. My org was already set to All Email, but I saved it again. Everything then worked. Not sure if it was related to my org or some external factor.
Hello John,
Thank you for putting this class together, this has been tremendously helpful! Question… when setting up the rule entry I do not see an option for Field “Lead: Type”. Maybe SF changed this list recently? Am I missing something?
Thanks again,
Destiny
Type is a field that is added in the first step – make sure you’ve created the field on the lead object
Thanks for taking the time to build this exercise – definitely shows us how all of the work steps fit together!
Step 5. Configure a Lead Auto-Response Rule
1. Navigate to Setup –> Customize –> Leads –> Lead Auto-Response Rules.
3. Enter Rule Name “Default”.
Check “Active”.
Step 7. Create Lead Assignment Rule
Click New.
Enter a name (e.g. “Default”).
Check “Active”.
Everything worked fine except the formula in the email body doesn’t seem to work, {!NullValue(Lead.Company, “your company”)}. Instead it inserts “[not provided]”.
Yeah the nullvalue check on company name is a bad example, as SFDC will auto populate [not provided] for company name as it is a required field. I’ll update the materials next go around.
You might want to change the information on the From email address in the Auto-Response rule definition. You can’t put just any email there: “Error: noreply@gmail.com is an invalid From email address. The sender email address must be either one of your verified organization-wide email addresses or the email address in your Salesforce user profile.”. This is actually quite unfortunate since in these auto-replies companies often would want to put a dummy email address so people can’t actually reply to them.
Interesting I think that’s a new validation. Thanks for the heads up
Hi John,
I am new to SFDC. In this example, after submitting lead, is there a way to show a message “Your information is submitted” like that in SFDC itself?
You’d put that message on the page that your redirect points to
Hey John ,other experts
So I created an auto response rule and also assigned different email templates to my assignment rules. Basically created a clash to find which email template is used in this situation. Figured out that the auto response rule wins. The email template used was that of the auto response rule and not the one directly assigned in the assignment rule. Hope that’s correct?
Goes like this:
First ACTIVE web-to-lead rule entry (based on order #) with criteria met.
If no criteria met, use general response template (configured in web-to-lead in setup)
This is a great training resource.
One question, it worked for 2 of the 3. I got a response for Product Inquiry and Service Inquiry, but not the General Inquiry. Where do we specify the email template for the Default?
Thanks,
Kim
setup –> web-to-lead
John,
I am stumped on this one. I have tried everything and my leads get assigned to the default owner and not to the queue. I followed your steps exactly. I checked the debug logs and it appears the assignment rule is not assigning the lead to a queue – The owner is shown as blank and its reassigned to the default owner.
I’m not sure why this is occurring – any ideas?
How are you creating the lead? If it is through the user interface then you need to select the checkbox to initiate lead assignment (there is an option on the page layout to expose it)
Dear John,
Your training system is so valuable. I’ve been using it for over a month, but today when my exercise worked on the first try, I broke into a big smile for the first time during training. Just wanted to share a little joy.
Thank you,
Theresa
Awesome 🙂 thanks for sharing Theresa
Hi John, everything looks right ( email templates, auto responses rules, lead assignment rules and web to lead form ). However, I did not receive any email. Any thoughts? Many thanks, -Crystal
Did the lead get created with the correct email address? Did you check your spam folder? Those are the common ones 🙂
Check your “Deliverability” setup.
Go to Setup, Deliverability and chose All email at “Access level”.
Hi John,
I created a WTL form as well as 3 email templates (general (default) /product / service inquiry) + an auto-response rule with 2 rule entries for product and service inquiries based on your exercise above.
However when I leave the company field blank on the web form, in my auto-response email I receive company as not provided, see below:
“We look forward to working with [not provided].”
Whereas if I leave first name and last name blank I receive it correctly:
“Dear Sir or Madam,”
Here is the Email Template text.
Dear {!NullValue(Lead.FirstName, “Sir or Madam”)},
Thank you for your interest in {!Organization.Name}. We look forward to working with {!NullValue(Lead.Company, “your company”)}.
You will be receiving a product brochure in the mail shortly.
Sincerely,
{!User.Name}
{!Organization.Name}
{!User.Email}
Any thoughts? Thanks a lot, Soraya.
The company name field is required on lead, therefore it is getting auto populated: https://help.salesforce.com/apex/HTViewSolution?id=000171026&language=en_US
Good Q!
Thanks a lot John, that explains it!
Yes, I retested from another computer.
So everything is working now?
I have tested the web to lead page as described but the response from the system is as follow:
Salesforce.com Lead Capture Interface
Reason: Your Lead could not be processed.
null
Lead Capture Page: Not available.
Record Information:
00N1a000006ecb4 = Service
city = San Jose
company = People at work
debug = 1
debugEmail =
email = jason.peoples@hotmail.com
encoding = UTF-8
first_name = Jason
last_name = Peoples
oid = 00D1a000000JnGg
retURL = http://
state = Ca
submit = Submit Query
If you have any questions, please click on Help & Training at the
top right of any page within salesforce.com
The Capture page is not available?
I was able to find the answer to the question from a blog I found on the web. It indicated to add the instance name to the html. Instead of entering https:/test.salesforce.com I changed the value to https:/na24.salesforce.com which resulted in a successful record processed.
Your request has been queued.
Record Information:
00N1a000006ecb4: Service
city: Cupertino
company: Hunter Industries
debug: 1
debugEmail:
email: larry.hunter@yahoo.com
encoding: UTF-8
first_name: Larry
last_name: Hunter
oid: 00D1a000000JnGg
retURL: http://
state: California
submit: Submit Query
The shows as queued, Is there still a problem with the code? I am working from a developer org. I understand there is a limit of 500 record per day max.
Did the request get processed?
John, I have checked both Product and Service. I will turn on the debug then next try and see if I can find anything via the debug logs. I will keep you posted.
Fred
Hi John,
What would be the {!User.Name} populated with in the auto response email if the lead is assigned to a Queue ?
I would have to test that out, feel free to try it and post to let us know. I think it would be blank (although it may be the name of the queue).
If the lead is assigned to a queue, the {!User.Name} populated with the auto response rule mentions the Default Lead Creator’s name.
Awesome thanks for the update
Hi John
I created the web to lead form and Auto response email. I can see the lead in Salesforce and the activity history shows that an email was sent to the email id specified in the form. But I have not received any email at that email id. Am I missing something?
There is a settings that would prevent the email from being sent (sandboxes can turn off outbound email for example, check email deliverability in setup) – any chance spam filter could have been the issue?
Hi John. I have the following questions related to the above exercise:
1. In the email template, from where does the system take the User Name mentioned in the signature of the email?
2. When the lead is created, from where does the system take the “created by” and “modified by” names?
Do both of the above come from the “Default Lead Creator” field on the Web-to-lead page?
Correct – default lead creator
I am using windows 8 with notepad but when I try to open the HTML file it simply leads back to this page – any ideas where I may be going wrong?
Are you copy/pasting code from Salesforce generated from your salesforce org web-to-lead into notepad?
Yes I am.
I would check your file associations on your computer to ensure that the html file is being opened by a web browser- I would then try to open as with another web browser (e.g. chrome).
Hi John,
I have a question. You have mentioned that (Leads that are not Type “Product” or “Service” will be assigned to the default lead creator.) Will they be assigned to the default lead creator mentioned in the web-to-lead settings or the default lead owner in the lead settings ? Isnt ‘default lead creator’ the one who will be mentioned only in the ‘Created by’ field of the lead and not in the ‘Lead owner’ field? Thanks .
Default is this context refers to the web to lead default lead creator setting in web to lead configuration, and would only apply to web to lead created leads.
If a lead was created manually (with no other workflow rules, triggers, etc. present), then the lead creator would also become the lead owner.
I had this same question and the answer John gave below still made me confused. So I tested this and here is what I experienced. Let’s say a new lead is created via Web-to-Lead and did not match one of the existing assignment rules. The new lead will be created in SF.com and the “Created By” field will have the “Default Lead Creator” (which is specified under ‘Web-to-Lead Settings) and the “Lead Owner” field will have the “Default Lead Owner” (which is specified under Leads > Settings.
Thanks for the clarification Rosalin
John,
I think it will be helpful to include a couple of tweaks if testing on a sandbox:
1) On the sample HTML that gets pasted on the notepad, please make sure to change the “www.salesforce.com” to “test.salesforce.com” on form tag
2) Make sure to point the Org Id to the sandbox (on the next line in the HTML)
Though they seem to be evident, sometimes we tend to overlook these minor changes.
on second point, I meant this line
Thanks,
Thripura
Good point, thanks Thripura
The text versions of the e-mail templates are not correct. The versions shown in the images are correct. The correct merge field for the signature is {!User.Name}, not {!User.FullName}. Also, should the e-mail template be entered when creating the lead assignment rule?
Thanks Kevin – not sure how that got mixed up. Updated.
Specifying the email template in the assignment rule is what is sent to the lead owner – the auto-response rule sets the email sent to the submitter of the lead form.
Troubleshooting tip for Macs:
You have to use TextEdit in lieu of Notepad. When you open TextEdit, go to ‘Format’ > ‘Make Plain Text’. Next, copy in the code provided by SF. When you save, manually add the .html extension. Rather than opening the file in the web browser you can open it through Finder and it will open the file through your default browser.
Thanks cooper
Thank you to Cooper Miller from over 3 years ago!!
Thank you Cooper!
I can’t seem to get the web to lead form to generate in my browser. Here is exactly what I took out of my auto-generated html:
https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8” method=”POST”
Any thoughts? I also tried https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8 just in case but that went nowhere either. Thank you!!
Hi Ann- I would try it again, and make sure to use notepad (Word and other editors will add formatting to the file, corrupting it) to paste in the code contents.
Did you try multiple browsers?