QUESTION: How can I make the simplest, cheapest “contact us” web form that will generate a new lead record in Salesforce and that people would actually want to use?
BACKGROUND RESEARCH: I’ve tested Salesforce’s web-to-lead many times in free Google Sites, but research indicates most nonprofits are using WordPress.
HYPOTHESIS: A WordPress site and Salesforce’s ancient web-to-lead form will get the job done.
WEBINAR PLUG: Tomorrow Get Started with Engagement: Build Web Forms. Tue, Apr 14, 2020 9:00 AM – 10:00 AM PDT Continue reading Is there a good, fast, cheap solution for web forms?
This year at Dreamforce 2018 I had the opportunity to present an advanced admin session with Roan Bear. The Session, Formulas Rule! Master Complex Assignment Rules with Formulas, addressed how admins can use formulas to better manage and optimize assignment rules.
Continue reading Formulas Rule! Master Complex Assignment Rules with Formulas