function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
jagjitsingh@indivar.comjagjitsingh@indivar.com 

Email

Hi

I have created Web To Lead form and when a lead is created from Web only i want to send mail to a person , not salesforce user regarding that Lead with Details like name , Address , Email etc.

 

Thanks

sfdcfoxsfdcfox

Use a Workflow Email Alert (Setup > Create > Workflow & Approval). You will need three steps. First, create an email template with the details you wish to email. Secondly, create a workflow rule, using criteria that identifies web to lead leads, such as Lead Source equals Web. Finally, attach a workflow email alert to the workflow rule using the template from the first step.
jagjitsingh@indivar.comjagjitsingh@indivar.com

Hi

 

  I have created workflow , but even then email is not going .

In workflow Rule Criteria i have given Lead:LeadSource = Web .

Evaluation Criteria : Only when record is created.

In Workflow action in Additional Emails i have given mail-id of the concerned person.

 

Secondly Leads getting created from W2L have field Lead Source = blank. Is there anything which i am missing

 

Thanks
hemantgarghemantgarg

You have to set the value of Lead Source field from your Web-to-form . just try it like following in your W2L form :-

<input type="text" id="<LeadSurce>" value=""Web" />