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Salesforce Web-to-Lead For Your Facebook Pages

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Here are three ways to add your Salesforce Web-to-Lead form to a Facebook Page tab.

First, there’s a simple and free, but limited method. Second, there’s an advanced, do-it-yourself method, which allows for field validation and other functionality, such as an inline confirmation message to visitors. Third, there’s a low-cost subscription option that provides field validation, a confirmation message and other easily configurable options.

1. Salesforce Web-to-Lead Form in Facebook – Simple Method

For the free and simple method, we’ll illustrate the process using a popular Facebook application called Static HTML.

In the Static HTML Facebook application, click on the Add Static HTML to a Page link and then simply install the application on one or more Pages. Paste your Web-to-Lead HTML into the boxes in the provided interface. You will also have the ability to make the Page look different for Fans vs. Non-Fans.

Facebook Salesforce Web to Lead

Now, you’ll have a Contact Us Page Tab in Facebook with a Salesforce Web-to-Lead form. You can add some simple formatting:

Salesforce Web to Lead in Facebook

However, with this method, none of the form fields can be set for required entry.  Also, no matter what ReturnURL value or target you specify, a blank iFrame will be returned and the visitor will not be presented with any sort of confirmation message.

2. Salesforce Web-to-Lead Form in Facebook With Required Fields and Thank You Text

The advanced method, which includes required fields plus an inline confirmation message, involves first setting up your own iFrame Facebook application.  In addition to setting up the application, you’ll need a set of files that we have developed and assembled. You will also need a Web hosting account with an SSL certificate. You can request the free files here.

Salesforce Web-to-Lead Facebook Validation

3. Advanced Web-to-Lead Via a Subscription Application

For a low monthly fee, you can easily set up a Salesforce Web-to-Lead form with both field validation and an inline confirmation message using an application from iframeNinjas.com. With this app, you can have your Web-to-Lead form up and running in minutes and not have to worry about tweaking code or purchasing an SSL certificate. You can also add prefacing and trailing text without any knowledge of HTML.

Web to Lead Configuration in Facebook

Free Salesforce Web-to-Lead Code for Facebook iFrame

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About the Author

Steve Chipman is the founder and president of Lexnet Consulting Group, which is based in the San Francisco Bay Area. Lexnet provides CRM implementation and integration services throughout the United States and Canada.

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