Guidelines for Setting Up Web-to-Lead

Get Salesforce ready to gather information from your company’s website and automatically generate up to 500 new leads a day.

Available in: Salesforce Classic

Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To set up Web-to-Lead:	Customize Application

If you want to	Make sure to
Track special lead information that standard fields for Salesforce leads don’t accommodate	Create custom lead fields and specify how you want them to map to custom fields for accounts, contacts, and opportunities during lead conversion.
Validate email addresses for web-generated leads	Create a validation rule for the Email field on leads.
Automatically send prospects email after they’ve submitted information through your website	Create public email templates. You can set up email response rules to use different email templates depending on the information submitted. If you do, make sure to create one default template to send when none of your response rules apply.
Set the default status for new and converted leads	Use the `Lead Status` picklist to do so.
Assign leads to sales reps and queues	Create lead queues if you want to assign leads to queues instead of individual sales reps. Choose a default owner of leads that fail to meet the criteria in your assignment rule using Lead Settings. Determine how web-generated leads get assigned to users or queues by creating a lead assignment rule and activating it. If the rule is inactive, all web-generated leads get assigned to the default owner you specify in Lead Settings.

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