Salesforce Web-to-Lead: Set Record Type
September 11, 2013 / / Comments Off on Salesforce Web-to-Lead: Set Record Type
Use case:
CompanyA has 3 separate web forms from 3 separate web pages. All of the lead records should be captured into the same Salesforce instance. In order to differentiate them, multiple record types are created in Salesforce.
| Website | Record Type |
| https://website1.com/contactus | Contact Us |
| https://website1.com/signup | Registration |
| https://website1.com/buynow | Direct Purchase |
Solution:
- Generate 3x Web-to-Lead form from Salesforce. Each form will capture different fields
- Get Record Type ID from each Record Type in Salesforce
- Manually edit the Web-to-Lead form and add an additional hidden field that looks like this:
.... ....
