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Web-to-Lead records show 'not provided' in 'Company' field

Udgivelsesdato: Jun 14, 2026
Beskrivelse

When Salesforce Leads are created through the Web-to-Lead form and the Company field is left blank or not included on the form, the Lead record displays "[not provided]" in the Company field. This occurs because the Company field is universally required for Lead records in Salesforce. The Web-to-Lead system automatically inserts "[not provided]" as a placeholder so the Lead can be created successfully. The same behavior applies to the Last Name field.
When Person Accounts are enabled for your Salesforce organization, the Company field is no longer universally required. As a result, when a Web-to-Lead record is submitted without a Company value, the Company field remains blank (rather than showing "[not provided]").
This distinction is important for Lead conversion: Leads with a blank Company field are converted to Person Accounts, while Leads with a Company value are converted to Business Accounts.

Løsning

If your Salesforce org has Person Accounts enabled and you want to restore the "[not provided]" placeholder behavior, you can create a Workflow Rule with a Field Update to automatically populate blank Company fields on Web-to-Lead records.

Step 1: Create a New Workflow Rule

Navigate to the Workflow Rules setup:

  • Salesforce Classic: Setup | Build | Create | Workflow & Approvals | Workflow Rules | New Rule
  • Lightning Experience: Setup | Process Automation | Workflow Actions | Workflow Rules | New Rule

 

Step 2: Configure the Workflow Rule

  1. Select Object: Lead
  2. Fill in the Rule Name (example: "Insert Company Placeholder for Web-to-Lead")
  3. Evaluation Criteria: Select "Evaluate the rule when a record is: created"
  4. Run this rule if the criteria are met
  5. Criteria: Lead: Company | Equals | (leave value blank)
  6. Click Save and Next

 

Step 3: Add a Field Update Action

  1. Click Add a Workflow Action and select New Field Update
  2. Fill in the Name, Unique Name, and Description
  3. Field to Update: Company
  4. Click Use a formula to set the new value
  5. In the formula editor, enter the desired placeholder value in quotation marks, for example: "[not provided]" or "No Company"
  6. Click Save, then click Done
  7. Click Activate to activate the Workflow Rule
Vidensartikelnummer

000385721

 
Indlæser
Salesforce Help | Article