How to Create a Salesforce Lead Generation Form
A lead generation form shared on your website is an excellent tool for collecting new leads for your Salesforce account. However, not all forms are created the same. A professional and well-designed lead generation form can significantly increase the quantity and quality of your leads.
In this tutorial we will learn how to create an amazing lead generation form using FormCrafts, a Salesforce form builder. Salesforce forms created with FormCrafts have several advantages over the traditional web-to-lead forms:
- Better styling and design
- Conditional fields
- Multi-page setup
- Complex workflows
- Dynamic picklists
- Form pre-fill
- Math calculations
Create a new form
Create a free FormCrafts account using this link. In your FormCrafts dashboard click on New Form -> Blank Form. Enter the name of your form and hit Enter. Note that we can also choose Template instead of Blank Form and start our Salesforce lead generation form with an existing template. This can help reduce our work.
Add form fields
You are now in the form editor interface. Here we need to add some fields to our form. You can add form fields using the Add Field button on the top-right corner of the screen.
Adding basic form fields
We will add two one line text fields to our form, for First name and Last name. One email field to ask for customer's Email. Another one line text field to ask for their Company name. We will also add a phone field, and a comment field.
Give your field appropriate labels. Note that you can set the width of First name and Last name fields to 50% each to put them in one row. Our Salesforce lead generation form now looks like this:
You can click on Preview on the top-right corner of the screen and try out the form. Note that while you can view responses they won't create new leads in Salesforce since we haven't connected our form to Salesforce.
Adding rich text and images
A form can contain more than just input fields. FormCrafts allows you to add arbitrary text blocks to your form. You can also add images, logos, videos, lists, and block quotations to your form.
All of this is controlled by a Custom Text type field, which can also be added via Add Fields.
Connect to Salesforce
Our next step is to connect to our Salesforce organization, and then configure FormCrafts' Salesforce integration to create a new form lead on each response. Click on the Salesforce icon on the top-left corner of the screen and connect your organization.
Once you have connected our organization click on the Records tab. Here click on Add Action. Our action would be Create a Lead. In the next step we have to map our form fields to their Salesforce counterpart.
Under (Form field) select First name and under (Salesforce field) select First name. Now click on Add. We can map our other fields to Salesforce in a similar manner. Our final field mapping would look like this:
That's it! Our form is ready to be used. Click on Preview on the top-right corner and try it out. When you hit submit it will automatically create a new Lead in Salesforce.
This is a very simple lead generation form we created using FormCrafts, a Salesforce form builder.
You can share your form via a simple link (which can be obtained via Share / Embed icon) or embed it anywhere on your website.
FormCrafts also offers other advanced features for your Salesforce forms, like:
- Dynamic picklists
You can add a picklist field to your form. This picklist can pull live data from your Salesforce organization, form any record. Example a picklist that allows your customers to select from any Accounts object. Learn more about creating dynamic Salesforce picklists.
- Attach files
You can add a file upload field to your form. Files which get attached to this field can be made available on your record. Learn more about attaching files to Salesforce records.
- Form prefill
You can pre-fill the form with information from Salesforce. Example, we can pre-fill the contact's information based on a contact id shared via a URL parameter. Learn more about Salesforce form prefill.
- Conditional logic
You can show / hide fields based on the values in other fields. Conditional logic can also be used to show / hide pages, redirect the user, send emails, etc ... You can even trigger Salesforce actions conditionally. Example, you can trigger a Contact record update only when the user has checked the Update my details field in the form.