Configure lead management for Salesforce

This article describes how to setup your Salesforce system to process sales leads from your marketplace offer.

Set up your Salesforce system

  1. Sign in to Salesforce.

  2. If you are using the Salesforce lighting experience.

    1. Select Setup from Salesforce Home page. Salesforce setup

    2. From the Setup page, navigate via the left navigation to Platform Tools->Feature Settings->Marketing->Web-to-Lead. Salesforce Web-to-Lead

  3. If you are using the Salesforce Classic experience:

    1. Select Setup from Salesforce Home page. Salesforce classic setup

    2. From the Setup page, navigate via the left navigation to Build ->Customize->Leads->Web-to-Lead. Salesforce classic web-to-lead

The rest of the instructions are the same irrespective of which Salesforce experience you are using.

  1. On the Web-to-Lead Setup page, select the Create Web-to-Lead Form button.

  2. On Web-to-Lead Setup, select Create Web-to-Lead Form. Salesforce - Web-to-Lead Setup

  3. On the Create a Web-to-Lead Form, make sure the Include reCAPTCHA in HTML setting is unchecked and select Generate. Salesforce - Create a Web-to-Lead Form

  4. You will be presented with some HTML text. Search for the text “oid” and copy the oid value from the HTML text (only the text in between quotation marks) and save it. You'll paste this value in the Organization Identifier field on the publishing portal. Salesforce - Create a Web-to-Lead Form

  5. Selected Finished.

Configure your offer to send leads to Salesforce

When you are ready to configure the lead management information for your offer in the publishing portal, follow the below steps:

  1. Navigate to the Offer setup page for your offer.

  2. Select Connect under the Lead Management section. Lead management - Connect

  3. On the Connection details pop-up window, select Salesforce for the Lead Destination and paste in the oid from web-to-lead form you created by following earlier steps into the Organization identifier field.

  4. Select Save.

    Note

    You must finish configuring the rest of the offer and publish it before you can receive leads for the offer.

    Connection details - Choose a lead destination

    Connection details - Choose a lead destination