Setup Web-to-eLead Endpoint URL

Most of the time Lead Providers can supply the lead information within a formatted URL post, referred to as a HTTP POST. Elead Providers can send leads to your system by posting to a public URL using an Apex REST Service. This must be manually set up for each improveit 360 system by following the step below. 

See also: eLead Standard Field Mapping 

To set up the endpoint URL: 

1. Login into the org as the Administrator 
2. Go to Setup | Develop | Sites 
3. If there are no Sites listed for this org, please make one from the process below (if there is already a site proceed to Step 8) 
4. First, you will have to choose a domain. 
5. As a best practice, use your full company name as a run on word. For example, 'Image Landscaping' becomes 'imagelandscaping'. 
6. Double check the spelling because you can't undo this once you click 'Register'! 
7. Then, accept the terms and click “Register My Force.com Domain” 
8. Now, click “New” in the “Sites” area. (If a domain was already set up then you will start here.) 
9. Leave the “Type of new Site” as “Guest” and click Continue. 
10. Fill in the form with the following values where the {Provider Name} is the Lead Provider such as Treehouse or Socius: 
11. Site Label: {Provider Name} 
12. Site Name: {Provider Name} 
13. Default Web Address: {Provider Name} 
14. Active: True 
15. Active Site Home Page: InMaintenance 
16. Leave all other fields as they are aside from the checkboxes they need checked as follows: 
17. Enable Feeds: Unchecked 
18. Require Secure Connections (HTTPS): Checked 
19. Upgrade all requests to HTTPS: Checked 
20. Enable Content Sniffing Protection: Checked 
21. Enable Browser Cross Site Scripting Protection: Checked 
22. Referrer URL Protection: Checked 
23. Guest Access to Support API: Unchecked 

1. Click Save 
2. Also on the Site Details screen, click Edit to add Object Permissions.
3. Under Custom Object Permissions, give the ability to Read, Create, Edit, Delete, View All and Modify All for the following Objects: Appointment, eLead, Interests, Interest Selections, Lead Source, Marketing Opportunity, Prospect, and Sources. NOTE: Newer Orgs may not have View All and Modify All capabilities, if this is the Case, give Read, Create, Edit and Delete. 
4. IMPORTANT: Since the change to Salesforce Guest Users, ensure that ALL Sites are set up with the Sharing Rules on the Source, Prospect, User, and Account (if applicable), outlined in this article: SFDC Winter '21 Guest User Access Changes and Resolutions

27. On the Profile enable the Apex Class for i360eLEadREST

Click Save

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1. On the Site Details screen, we will need to copy your company's 'Force.com Address' - this is the URL the provider needs. However, there is one more step, be sure to format the URL correctly. Read these instructions carefully. 
2. Send an email to your representative at whichever provider and let them know you want to set up an integration with improveit! 360, include the form for formatting the HTTP POST. 
3. Also include the force.com web address of your company's site so that they can post leads to it.  
4. Your web address should be formatted like this: 
5. https://«Secure Web Address».secure.force.com/{Provider Name}? 
   *** NOTE: Case Sensitivity matters for the Endpoint URL to work correctly! ***
6. Be sure you replace the text «Secure Web Address» with your company's Force.com web address. We copied from above. It would be this one from the site page. (The {Provider Name} will be the same as we set in the Default Web Address earlier) 
7. For example, if your company is XYZ Custom Buildings LLC, and you made the site name “xyzcustombuildingsllc.com” for Treehouse eLeads the finished URL would look something like this: 

https://xyzcustombuildingsllc.secure.force.com/treehouse/services/apexrest/i360/eLead

You may want to create different sites for different Lead Providers, in order to more easily track which eLeads are being created by each Lead Provider (different eLead Creation Users). A more generic eLead URL might look like this:

https://xyzcustombuildingsllc.secure.force.com/services/apexrest/i360/eLead

While a URL specific to TreeHouse eLeads would look like this:

https://xyzcustombuildingsllc.secure.force.com/treehouse/services/apexrest/i360/eLead

Helpful Hint: If you need the endpoint validated with information you will need a program called POSTMAN and a little bit of knowhow to get the data submitted.