TrustRadius can automatically route intent driven leads to your Salesforce instance. In order to do this, you will need to provide TrustRadius with your Salesforce endpoint URL, OID value, and field names. To find this information, follow these steps:
Note: This requires administrative access to your organization's Salesforce instance.
- Log in to Salesforce and go to Setup.
- Search for and select Web-to-Lead.
- In the Web-to-Lead Setup page, under “Web-to-Lead Settings,” confirm that the "Web-to-Lead Enabled" checkbox is selected. If not, click Edit and enable Web-to-Lead forms before proceeding.
- Click Create Web-to-Lead Form.
- Configure the Selected Fields column so that it matches your lead form. The fields that you add to the Selected Fields column should correspond with the fields in your TrustRadius Lead form. For example, the “Company” field in the lead form would correspond with the Company field in Salesforce.
- If necessary, you can create a Custom Field(s) on the Lead object to map values from your TrustRadius lead form. See How to Create Custom Fields in Salesforce.
- If necessary, you can create a Custom Field(s) on the Lead object to map values from your TrustRadius lead form. See How to Create Custom Fields in Salesforce.
- Delete any text from the Return URL field (including “http://”).
- Uncheck the Include reCAPTCHA in HTML checkbox.
- Click Generate.
- The generated HTML sample will include your endpoint URL, OID value and field names. Copy these values to a separate text file. You'll need them when setting up your webhook in TrustRadius.
- Endpoint URL- The code for the endpoint URL should be similar to the following:
<form action="https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8" method="POST">
Ignore the surrounding HTML. Copy only the URL inside the quotation marks.
OID value - The code for the OID value be similar to the following:
<input type=hidden name="oid" value="00D8A000000IgX2">Ignore the surrounding HTML. Copy only the 15-digit value inside the quotation marks.
Field names - The Salesforce field names can be found in the sample HTML.
Default Salesforce fields - For default fields, the field name can be found after "label for." For example, the code for the default Salesforce field First Name should be similar to the following:
<label for="first_name">First Name</label><input id="first_name" maxlength="40" name="first_name" size="20" type="text" /><br>
Ignore the surrounding HTML. Copy only the field first_name that is inside the quotation marks.
Custom fields - For custom fields, use the input ID instead of the field name. In the example below, the input ID for the custom field "Message" is 00N8A00000NGCRn.
Note: The fields shown in the sample HTML will match the fields that you selected in Step 5. If you do not see all the fields that you need, verify that you selected all necessary fields in Step 5.
- Endpoint URL- The code for the endpoint URL should be similar to the following:
- The generated HTML sample will include your endpoint URL, OID value and field names. Copy these values to a separate text file. You'll need them when setting up your webhook in TrustRadius.
- Send your Salesforce endpoint URL, OID value, and field names to your TrustRadius lead. We will then set up the webhook to deliver leads to your Salesforce instance. We will send a test lead to confirm that everything is working as expected.