[SalesForce] Identify record type associated to a web to lead form

I don't find the record type in the "view page source" code of the website for which we have an existing web to lead form.

Is there any way to identify how a website is associated with a lead record type.

Best Answer

The record type will be determined by by one of the following:

  • The Record Type in the Web-to-Lead form.
  • The Default Record Type for the new Lead Owner, if assigned to a user by assignment rule.
  • The Default Record Type for the Queue's Owner, if assigned to a queue by assignment rule.
  • The Default Record Type for the Default Lead Creator, if nothing else applies.
  • Any triggers, workflows, or process builders that may have been configured.

Since there's multiple places to set the Record Type, there's no one place you can go to determine what the Record Type will end up being. You'll have to look at the total system configuration if you're not getting the expected result.

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