About Lesson
SOLUTION 1
- Navigate to Setup->Object Manager-> Lead -> Field and Relationships -> Click on “New” Button in the Upper right
- Select Picklist Field, Click Next
- Field Label: Office Location, Values: select – Enter values with each value separated by comma (Input Values; Abeokuta Branch, Lekki Branch, Surulere Branch, Ikeja Branch, Ibadan Branch), Click Next
- Field Level Security: Click Checkbox: Available, Click Next
- Add Page layout; Select all Page Layouts, Click on Save.
SOLUTION 2
- Navigate to Users -> Queues then click “New”
- Create the following Queues
-
- Label: Abeokuta Office, Queue Name: Abeokuta_Office, Queue Email:None, Selected Object: Lead, Click on Save
- Label: Lekki Office, Queue Name: Lekki_Office, Queue Email:None, Selected Object: Lead, Click on Save
- Label: Surulere Office, Queue Name: Surulere_Office, Queue Email:None, Selected Object: Lead, Click on Save
- Label: Ikeja Office, Queue Name: Ikeja_Office, Queue Email:None, Selected Object: Lead, Click on Save.
- Label: Ibadan Office, Queue Name: Ibadan_Office, Queue Email:None, Selected Object: Lead, Click on Save
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SOLUTION 3
- Navigate to Setup -> Feature Settings -> Marketing -> Web-to-Lead, Click “Create Web-to-Lead Form” Button.
- Move the Field “Office Location” form Available objects to Select Object
- Deselect Checkbox “include reCAPTCHA in html”
- Click on Generate button
- Completely copy the generated code
- For Windows, Open a notepad, and paste text in notepad, click on “save”, Save as File Name: WebtoLead.html, File type: All Files, Click on Save.
- For Macbook; Open TextEdit, Click on Format-> Click on “Make a Plain Text”, Paste the copied code, Click on Save, in Save As Dialog enter”WebToLead.Html” and click on Save.
- Click on Finish in the Salesforce Web form Generated
SOLUTION 4
- Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
- Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
- Click on Sales Agent Assignment, Sort Order=1, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Abeokuta Branch
- Select the User for Queue Assignment; Queue = “Abeokuta Office”, Click on Save
- Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
- Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
- Click on Sales Agent Assignment, Sort Order=2, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Lekki Branch
- Select the User for Queue Assignment; Queue = “Lekki Office”, Click on Save
- Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
- Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
- Click on Sales Agent Assignment, Sort Order=3, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Ikeja Branch
- Select the User for Queue Assignment; Queue = “Ikeja Office”, Click on Save
- Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
- Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
- Click on Sales Agent Assignment, Sort Order=4, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Surulere Branch
- Select the User for Queue Assignment; Queue = “Surulere Office”, Click on Save
- Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
- Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
- Click on Sales Agent Assignment, Sort Order=5, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Ibadan Branch
- Select the User for Queue Assignment; Queue = “Ibadan Office”, Click on Save