How To Configure Web - To - Inquiry

    Learn how to configure Web - to - Inquiry

    The admin has an opportunity to generate a web form for the Landing Page. After generation, the new HTML form can be used outside of the Salesforce environment.

    To do that, follow the steps below:

    1. Navigate to Salesforce setup by clicking the gear icon in the top right corner.
    2. In the Quick Find Box, type the Digital Experiences and click the All Sites subtopic:
    3. Click the New button and create the new site with an HTML component (e.g., Aura framework type).
    4. Select the Builder and drag and drop the HTML Editor component in the Builder:
    5. Click the Settings button, select the General tab and check the Public Access checkbox:
    6. Click on Guest User Profile. 
    7. Add accesses to the Inquiry object and Inquiry fields:
    8. Add ascendix.RestController Apex Class.
    9. Click Publish button twice in the Builder:
    10. Go to the AscendixRE Admin Console:
    11. Open the AscendixRE Admin Console and select the Web Form Generator.
    12. Here, you can select the pre–existing pages from the Site picklist on your company’s website and select the Inquiry fields that will be included in the form.
    13. When everything is ready, click the Generate button. Afterward, click the Copy icon and paste the sample HTML below and send it to your webmaster:
    14. Open the created site in the Builder, add HTML code to the HTML Editor, and click the Save button:
    15. Click the Publish button twice:

    If you want to test the newly created form, open the URL of the created site in incognito mode, fill in the necessary fields, and click the Submit button.