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For example, our organization website has a "sign up for our newsletter" link - is there a way for that to link to a form into which an interested person would enter their information, and then have that feed in to Salesforce? 

 

I've found information about "community users" but I can't find any way to set that up in the nonprofit Salesforce, and so I'm not sure that helps me at all.
3 respuestas
  1. 14 abr 2015, 18:37
    Well I am not sure how things work in the Not for Profit domain. But in most usual cases, these "people" are considered as Leads [2] and companies use a Web to Lead[1] form to send their data into Salesforce.

     

    Most the Contact Us forms on the Company Websites becomes a Web to Lead form. The User would enter his or her details and submitting the same would create a Lead record in Salesforce.

     

    I am not sure if this would really help you but that is what I have. Also I have heard of AppExchange apps that could also help you to create Web-to-Contact as out of the box you just only have it for only Leads. For example the FormAssembly seems to do what we just said. They have a discounted edition for NPSPs too.

     

    [1]: https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_leadpreparation.htm

     

    [2]: https://help.salesforce.com/HTViewHelpDoc?id=leads_def.htm&language=en_US
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