SFDC Intake
Start here · Gate 1

Tell us what you want to build.

An independent community resource. Tell us what is going wrong and you will get a straight answer about whether it is worth a conversation. The notes cover automation and AI enablement.

Describe it in plain language. When you submit, your browser posts your details to Salesforce Web-to-Lead. This page cannot confirm that Salesforce received or stored them. No account to create, nothing to install.

Intake prototype · Salesforce Web-to-Lead
Your requestweb-to-lead

By sending, you agree we may contact you about your request.

Submission status unconfirmed.

This page cannot confirm that Salesforce received your request or created a record. If it reaches SFDC24, we may review it and contact you using the details you provided.

Behind the glassplanned salesforce pipeline

This form is configured for Salesforce Web-to-Lead. Assignment, conversion, and ongoing support below describe a planned workflow.

1
Capture on sfdc24.com
Form posts to Salesforce Web-to-Lead — no middleware, no login.
endpoint · webto.salesforce.com
2
Web-to-Lead target
The form posts to Salesforce Web-to-Lead using the configured SFDC24 org ID. This page cannot confirm receipt or record creation.
target · Lead
3
Planned: assign for follow-up
The planned workflow would use an assignment rule and an Agentforce draft.
plan · Lead Assignment + Agentforce
4
Planned: convert to a relationship
After sign-off, the planned flow would create or update Account, Contact, and Opportunity records.
plan · Account · Contact · Opportunity
5
Planned: ongoing support
The planned model would connect Service Cloud entitlements with a Data 360 profile.
plan · Service · Data 360
Form payload previewPOST · webto.salesforce.com
// start typing — the outbound form payload appears here
Submission path · Salesforce Web-to-Lead

Submission destination

The form targets Salesforce Web-to-Lead with your contact details and description. This page does not verify receipt or storage.

The form places the selected customer or supplier relationship in the outbound Salesforce description field. No custom field is used.

If your request reaches us

SFDC24 may review it and contact you using the details you provide. This page cannot confirm receipt.

Stages 3–5 (assignment, conversion, lifetime support) are the planned funnel and are not verified by this intake test.