How does Web-to-Lead work and what are its key configuration considerations?
Suggested answer
Web-to-Lead lets organisations capture lead information from a website form directly into Salesforce. Configuration steps:
1. Enable Web-to-Lead in Setup.
2. Use the Web-to-Lead generator to select up to 255 fields and download the HTML snippet.
3. Embed the snippet on your website. Key considerations: (a) Default Lead Creator — the user whose name appears as the creator of submitted leads; ensure this user has the correct profile and is active. (b) Response email template — auto-acknowledge the submitter. (c) Spam / CAPTCHA — Salesforce's built-in reCAPTCHA can be enabled to reduce bot submissions. (d) Daily limit is 500 leads per day by default (can be raised via a case to Salesforce). Leads exceeding the limit are emailed to the default creator. (e) Assignment rules apply to Web-to-Lead submissions just like manually created leads. Always map the lead source to "Web" for tracking.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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