Salesforce IdeaExchange
Ability to make fields required/dependant in Web 2 Lead, Web 2 Case
salesforce.com makes it easy to generate the HTML form to capture leads and cases online, using Web 2 Lead and Web 2 Case.
However, to make a field required, the webmaster has to edit the HTML to add the required javascript. Additionally, dependant picklists lose their "dependancy" behaviour, which also has to be added back into the HTML using javascript.
This requires a higher level of web programming than just pasting HTML code onto the website, which impedes adoption of salesforce.com's features.
Ideally, the HTML that salesforce.com generates should included this logic.
3 Comments » Posted by eyewellse
Posted 07/06/07
Categories: Integration, Sales Force Automation, Service and Support, Applications, Force.com Platform
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glowitz 07/09/07 |
I couldn't agree more. We just implemented conditional picklists on SFDC, which can be quite complex to manage over time (especially if you have lots of choices and conditions). Duplicating this for the HTML form is a lot of manual labor and is very difficult to keep synchronized between the website and SFDC's picklist. In the ideal world, changing it on SFDC would update the website automatically (if allowed by the webmaster). Short of this, which I realize would create all kinds of issues, would be simple copy and paste of javascript. |
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Timeman 07/09/07 |
If you want to build a product for the people ......then just do it Asking anyone (most people) to adjust HTML code is restrictive. Win more business....make it easier for the masses Peter Morrissey When Time Matters www.thebioshop.com.au |
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diegarte 10/01/07 |
This is indeed surprining and anoying that the required filed functions is not sipported by the default web-to-lead solution proposed by salesforce. For those interrested in using required fields (and any other advanced form script) in their web2lead forms, I suggest they give a try to FormVester (from the AppExchgange). FormVester allows to generate leads into salesforce from any existing online forms simply by inserting a snipet code into your website pages. This offers much more flexibility and control than the default salesforce web2lead utility does, making it possibile to use required fields. Instead of trying to find a way to fit your forms in the salesforce web-to-lead generated form, just keep on using your exisiting forms with all their full fucntionnalities, FormVester will do the job concerning the lead generation. Lot of time and energy saved as FormVester help setting up a web-to-leas solution without html workaround and IT involment ! |
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