You can integrate your Salesforce CRM with your website by following these steps:
To learn more about what the Salesforce CRM integration is and what the benefits are, click here.
If you've already connected your Salesforce account and want to learn to create a form, click here
Log in to your website dashboard (if you don't know how to do that, click here
). Once you're in, click on the Extras
tab at the left then Salesforce
. Click the Sign up
button to be taken to your Salesforce login
STEP 2: Login to Salesforce. You'll be brought to a screen saying "Advisor Websites" is requesting permission.... Click Allow. You'll be brought back to the Salesforce menu in your dashboard.
You can edit your default form by clicking Click to edit form
or create a new form by clicking Add new form
. You'll see an Available Fields
section and Selected Fields
section. Selected Fields
are the form fields that are currently in your form. Available Fields
are other fields you can choose to add in. Drag and drop fields in and out of the form. You can even rename fields if you'd like.
STEP 4: Scroll down and enter a Title, Body text, and Form path. For Form path, you can set this to /contact. Select the Default Lead Source (you may need to create a new Source Field in Salesforce for Website Leads) from the drop down menu. Then, select a rating for the lead from the Default Lead Rating drop down menu. After you're happy with the details, click the Save button at the top right.
Once this is complete, you can contact our support team and we will enable a block to bring this form live on your site. You can submit a request here
If you have any more questions, feel free to submit a support request here.