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Salesforce

Salesforce hack: web-to-lead with file upload

Salesforce’s web-to-lead form does not natively support uploading attachments. However, many businesses nowadays might need to collect a file or two with the lead information. One easy hack is that when a customer submits the form, you upload the attachment to the web server, generate a link for it and store the this link to […]

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attribution

Lead source in Salesforce – and why you are probably using it the wrong way

If you are familiar with Salesforce, you’ve probably heard about lead source. As a default, Salesforce will have lead sources like: Advertisement Employee Referral External Referral Partner Public Relations Seminar Internal Seminar Partner Trade Show Web Word of Mouth Other However, digital marketers tend to add the medium here, meaning they will populate the field […]