Edit Web Lead

The EditWebLead template allows you to configure or update Web-to-Lead settings in your Salesforce org via AutoRABIT's Environment Provisioning module.

Steps to Create the EditWebLead Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click Create New Template.

4. Open the Create Unsupported Metadata Template tab.

5. Enter a template name and a short description.

6. Select the EditWebLead checkbox under Web to Lead.

7. Click Add.

8. On the next screen:

   • A Test Case Name will be displayed by default.

   • Click Add to input custom test data.

   • Fill in the following fields:

     • Enabled: Enable Web-to-Lead functionality for your organization.

     • Default Lead Creator: Specify the username that will be assigned as the creator of online leads.

     • Default Response Template: Provide a default email template to be used if no auto-response rule is matched.

   • Click Save to save the configuration.

   

   Edit Web Lead Settings
9. Click Save again to finalize the template.

10. You will be redirected to the Environment Provisioning History screen.

11. Click Run to execute the template on your destination org.

12. Select your destination org and enter the email address(es) to receive run notifications.

13. In the Post Deployment Steps, select the test cases you created.

14. Visit the View History page to review a detailed summary of the operation.