Changes Are Coming to Your Web-to-Lead and Web-to-Case Forms

Changes Are Coming to Your Web-to-Lead and Web-to-Case Forms

With Web-to-Lead and Web-to-Case forms, Salesforce provides an easy way to connect your constituents to to your Salesforce database. All it takes is a few clicks: select the Lead or Case fields you want to include, and like magic Salesforce generates HTML code that your web designer can customize to make a life form on your website to collect volunteer information, provide support to program participants, and a wealth of other possibilities.

In the Summer ‘17 release*, Salesforce is updating the endpoints of Web-to-Lead and Web-to-Case forms to improve functionality. That means that the back-end system that takes what’s entered into the forms and converts it into a Lead or Case is getting kicked up a notch.

What does that mean for your organization's current web forms? After the Summer ‘17 release, they will stop creating Leads and Cases in Salesforce unless you update the endpoint in the existing code.

This isn’t as daunting as it sounds. In fact, it only required updating one line on each form:

lead_1-300x35.jpg

In order to update the endpoint URL of your Salesforce form to the new endpoint, just change the “www” in the URL highlighted above to “webto”. Your new form action should look like this:

lead_2-300x37.jpg

Web-to-Case forms have a slightly different URL, but the change needed is exactly the same. The current URL:

https://www.salesforce.com/servlet/servlet.WebToCase?encoding=UTF-8

should be changed to

https://webto.salesforce.com/servlet/servlet.WebToCase.

There’s no need to generate new Web-to-Lead and Web-to-Case forms. Your web designer -- or even you -- can make these changes directly on your website. And the good news is that you can make this change to your forms today, and they’ll continue to work through the release!

* subject to change, which means that the endpoint change could happen after the Summer ‘17 release scheduled for June 2017