Salesforce tweaks

The ability to rapidly create web forms that can capture sales leads for clients is a feature we all love here at EdenWeb (as do our technology clients). However, there are times when you simply don’t have the luxury of creating ‘custom fields’ in Salesforce but need to expand a little on the standard Email, Name,  and Company fields.

Fortunately we have an excellent developer working with us who has tweaked the forms to

1. Populate Salesforce with leads (as standard)
2. Have the extra non-SF info generate seperate emails to our clients
We first used this method for Cape Clear Software in Ireland several years ago and recently had a project which required the same functionality with the added feature of

1. Auto-responding to the applicant with a number of selected Whitepapers

Works beautifully. Client very happy. Number of Whitepaper applications increasing every month.

About peter

Peter Knight is Creative Director and Manager of Eden Web Design Studios.
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One Response to Salesforce tweaks

  1. Peter Neill says:

    Nice feature, Salesforce is excellent, however the option to include more people in the loop without salesfore involvement is extremely useful!!

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