Web to Lead and Web to Case in salesforce
I was going through visual workflow in Salesforce I found Web to Lead and the web to Case Here's link. Can anyone please explain What is Web to Lead and Web to Case in Salesforce? I got only got a very vague understanding of these cause I am new to Salesforce. What is Lead and Case here refers to? What is Use case of these two? I tried to understand Lead but it wasn't explained very clearly here's link. ?
- Both Web to Lead and Web to Case generate basic HTML to pass onto your website developer that would pass queries straight into Salesforce.
Web to Lead is normally Sale driven, e.g. someone interested in a product or receiving a call back from a Sales-person.
Web to Case is normally Customer Service driven, e.g. My product doesn't work help me, please.
Both are basic inquiry forms. You have a daily limit of how many can be created - this is to prevent spammers from taking over. A word on that, mask the org id on the web page - as this is all they need to spam using the POST function.
One thing I found is that web 2 lead create failures (e.g. not passing a validation rule) email a system administrator, web 2 case does not.
Both offer a quick and basic way to get a public facing page up to get data straight into Salesforce and use the automation that it can provide.
Web to Lead is normally Sale driven, e.g. someone interested in a product or receiving a call back from a Sales-person.
Web to Case is normally Customer Service driven, e.g. My product doesn't work help me, please.
Both are basic inquiry forms. You have a daily limit of how many can be created - this is to prevent spammers from taking over. A word on that, mask the org id on the web page - as this is all they need to spam using the POST function.
One thing I found is that web 2 lead create failures (e.g. not passing a validation rule) email a system administrator, web 2 case does not.
Both offer a quick and basic way to get a public facing page up to get data straight into Salesforce and use the automation that it can provide.
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