Using Web-to-Case and/or Web-to-Lead? Changes are coming in Summer ’17 release.

What is this?

Your Salesforce instance has functionality to create a form on your website that when filled out, automatically populates the relevant fields in Salesforce and alerts the designated user(s) to the new data. The most commonly used situation for web-to-lead is a “contact us” form on a website that adds a new lead to Salesforce, and similarly, the web-to-case form creates a new case in Salesforce.

Who does this affect?

If you are using Web-to-Case or Web-to-Lead [constituents are completing forms on your website that then go directly either to Cases or to Leads in Salesforce], Salesforce has notified its users that there is an upcoming change that requires action.

What do I need to do?

If you are using this functionality, you need to work directly with your webmaster or Fíonta to test and apply the required changes.

What are the steps to take? 

Three simple steps are required to make the changes necessary, and are detailed below. These changes should be made prior to the Summer ’17 release.

  1. Find the HTML code on your website (or assign this to your web manager) that creates the actual Web-to-Case or Web-to-Lead form.
  2. Update the HTML code as described in the detailed steps below.
  3. Test the changes!

Give me detailed steps!*

  1. To make the HTML code update on the websites, Salesforce Admins should provide the following information to their website manager.
    For websites that contain the Web-to-Case and/or Web-to-Lead forms, do a global search across the website HTML code for either of these code snippets:
    “https://www.salesforce.com/servlet/servlet.WebToLead”
    “https://www.salesforce.com/servlet/servlet.WebToCase”
  2. Replace the “www” with “webto” so that the “form action” URLs in the Web-to-Case and Web-to-Lead HTML code display as such:
    “https://webto.salesforce.com/servlet/servlet.WebToLead”
    “https://webto.salesforce.com/servlet/servlet.WebToCase”
  3. After the HTML Code Update on your website, test the changes by creating new leads or cases in your Production Salesforce Org PRIOR to pushing the HTML code to your production website. Use the Example below to guide you in testing.

Example testing steps may include the following:

  1. Modify your current Web-to-Case and/or Web-to-Lead form with the new endpoint URL update. To see where the endpoint URL is located, see the Web-to-Lead Form HTML Code Generation and/or Web-to-Case Form HTML Code Generation (screenshots are provided below).
  2. Copy the updated HTML form markup and test the form in a test editor such as JSFiddle. Enter new case and/or lead information in the form. See the JSFiddle Test Editor screenshot below.
  3. Confirm that the new leads and/or cases are captured in your Salesforce org. See the Example lead capture confirmation screenshot below.

Web-to-Lead form HTML code generation

The Web-to-Lead HTML code generator can be found by navigating to Setup | Build | Customize | Leads | Web-to-Lead | “Create Web-to-Lead”, which takes you through the setup of entering your Return URL, which then allows you to generate the Web-to-Lead form code.

The form action URL, highlighted in the red box, contains the Salesforce endpoint that receives the Web-to-Lead form submission data to Salesforce. This is the endpoint URL which needs to be updated.

 Web-to-Lead Form HTML Code Generation

Web-to-Case form HTML code generation

The Web-to-Case HTML code generator can be found by navigating to Setup | Build | Customize | Self-Service | Web-to-Case HTML Generator, which takes you through the setup of entering your Return URL, which then allows you to generate the Web-to-Case form code.

The form action URL, highlighted in the red box, contains the Salesforce endpoint that receives the Web-to-Case form submission data to Salesforce. This is the endpoint URL which needs to be updated.

Web-to-Case Form HTML Code Generation

JSFiddle test editor

JSFiddle test editor

Example lead capture confirmation

Example lead capture confirmation
*Excerpts from Knowledge Article 000240426 – Updating the Web-to-Case and Web-to-Lead Endpoint URL

Questions? Contact Fíonta – we’re happy to help!