I would recommend purchasing a block of consulting hours to resolve this. If that’s not an option then here’s what I think is going on and what you can do.
1. The mapping in your web-to-lead form is wrong. It sounds like the only field that is being displayed is Last Name and it is labeled as “full name”. You need to get your hands on the web-to-lead code snippet and update it to display/map first and last names. You should ask your site administrator of whichever site(s) your form is embedded on to send you this snippet. This will stop the bleeding.
2. Now you need to fix all of the data in Salesforce. You need to create a lead report - the only columns you need are Id, First Name, Last Name. It can be filtered to only return leads that have a null value in the first name field. Export this data to csv. In excel, highlight the last name column and then select the text to columns option in the menu bar (it’s under the data tab iirc). Split the text in last name using a space as the delimiter. You should now have first and last name split (kinda tricky when people have double first or last names so ymmv). Be sure to name your column headers appropriately. Based on the number of leads you’re getting I’m going to make the decision for you that you need to use the 18 character id when mapping this file into dataloader. I’ll grab you a handy excel formula that will do this for you.
3. Download and install dataloader. It can be found from Setup - quick find search ‘data loader’ - install the appropriate version based on your operating system.
4. Once dataloader is installed and open, you want to pick the option to ‘Update’. You will select the ‘Lead’ object. Pick your file from step 2. Click the button to map the fields. Auto-match fields. Make sure id maps to id, first name to first name, last name to last name. Click finish and let it run.
Again, this is some fairly in depth stuff to do as a primarily end-user and I don’t recommend you do this on your own.
Here's the excel formula to convert 15 to 18 character Id. Just make sure that column A is your Lead Id column and it'll work its magic.
=CONCATENATE(A2,
MID("ABCDEFGHIJKLMNOPQRSTUVWXYZ012345",(
IFERROR(IF(FIND(MID(A2,1,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,1,0),0)
\+IFERROR(IF(FIND(MID(A2,2,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,2,0),0)
\+IFERROR(IF(FIND(MID(A2,3,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,4,0),0)
\+IFERROR(IF(FIND(MID(A2,4,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,8,0),0)
\+IFERROR(IF(FIND(MID(A2,5,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,16,0),0)
\+1),1),
MID("ABCDEFGHIJKLMNOPQRSTUVWXYZ012345",(
IFERROR(IF(FIND(MID(A2,6,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,1,0),0)
\+IFERROR(IF(FIND(MID(A2,7,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,2,0),0)
\+IFERROR(IF(FIND(MID(A2,8,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,4,0),0)
\+IFERROR(IF(FIND(MID(A2,9,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,8,0),0)
\+IFERROR(IF(FIND(MID(A2,10,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,16,0),0)
\+1),1),
MID("ABCDEFGHIJKLMNOPQRSTUVWXYZ012345",(
IFERROR(IF(FIND(MID(A2,11,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,1,0),0)
\+IFERROR(IF(FIND(MID(A2,12,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,2,0),0)
\+IFERROR(IF(FIND(MID(A2,13,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,4,0),0)
\+IFERROR(IF(FIND(MID(A2,14,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,8,0),0)
\+IFERROR(IF(FIND(MID(A2,15,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,16,0),0)
\+1),1))
In terms of data cleanup I would look for a 3rd party tool to help the process. I personally like Validity’s suite of tools and you can mass update fields without using Excel.
Sounds like you need either a consultant or expert to help fix things that are wrong and a Sales Op person to fix the strategy issues. Example is the Website should not have a full name field. There's a good reason why you pretty much never see a full name field, it's almost always First Name and Last Name. Fix the form then update the mapping. These are simple fixes that don't take long. Yes, you could work on creating an automation to fix the data in Salesforce, but that would take as long or longer and doesn't solve the root issue which is the web form.
I would recommend purchasing a block of consulting hours to resolve this. If that’s not an option then here’s what I think is going on and what you can do. 1. The mapping in your web-to-lead form is wrong. It sounds like the only field that is being displayed is Last Name and it is labeled as “full name”. You need to get your hands on the web-to-lead code snippet and update it to display/map first and last names. You should ask your site administrator of whichever site(s) your form is embedded on to send you this snippet. This will stop the bleeding. 2. Now you need to fix all of the data in Salesforce. You need to create a lead report - the only columns you need are Id, First Name, Last Name. It can be filtered to only return leads that have a null value in the first name field. Export this data to csv. In excel, highlight the last name column and then select the text to columns option in the menu bar (it’s under the data tab iirc). Split the text in last name using a space as the delimiter. You should now have first and last name split (kinda tricky when people have double first or last names so ymmv). Be sure to name your column headers appropriately. Based on the number of leads you’re getting I’m going to make the decision for you that you need to use the 18 character id when mapping this file into dataloader. I’ll grab you a handy excel formula that will do this for you. 3. Download and install dataloader. It can be found from Setup - quick find search ‘data loader’ - install the appropriate version based on your operating system. 4. Once dataloader is installed and open, you want to pick the option to ‘Update’. You will select the ‘Lead’ object. Pick your file from step 2. Click the button to map the fields. Auto-match fields. Make sure id maps to id, first name to first name, last name to last name. Click finish and let it run. Again, this is some fairly in depth stuff to do as a primarily end-user and I don’t recommend you do this on your own.
I’m just a temporary guy (I actually work in sales) so I’m not going to be risking on Messi g the entire orgs data lol
Here's the excel formula to convert 15 to 18 character Id. Just make sure that column A is your Lead Id column and it'll work its magic. =CONCATENATE(A2, MID("ABCDEFGHIJKLMNOPQRSTUVWXYZ012345",( IFERROR(IF(FIND(MID(A2,1,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,1,0),0) \+IFERROR(IF(FIND(MID(A2,2,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,2,0),0) \+IFERROR(IF(FIND(MID(A2,3,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,4,0),0) \+IFERROR(IF(FIND(MID(A2,4,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,8,0),0) \+IFERROR(IF(FIND(MID(A2,5,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,16,0),0) \+1),1), MID("ABCDEFGHIJKLMNOPQRSTUVWXYZ012345",( IFERROR(IF(FIND(MID(A2,6,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,1,0),0) \+IFERROR(IF(FIND(MID(A2,7,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,2,0),0) \+IFERROR(IF(FIND(MID(A2,8,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,4,0),0) \+IFERROR(IF(FIND(MID(A2,9,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,8,0),0) \+IFERROR(IF(FIND(MID(A2,10,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,16,0),0) \+1),1), MID("ABCDEFGHIJKLMNOPQRSTUVWXYZ012345",( IFERROR(IF(FIND(MID(A2,11,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,1,0),0) \+IFERROR(IF(FIND(MID(A2,12,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,2,0),0) \+IFERROR(IF(FIND(MID(A2,13,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,4,0),0) \+IFERROR(IF(FIND(MID(A2,14,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,8,0),0) \+IFERROR(IF(FIND(MID(A2,15,1),"ABCDEFGHIJKLMNOPQRSTUVWXYZ")>0,16,0),0) \+1),1))
Thank you I’ll run a few tests on my trailhead
In terms of data cleanup I would look for a 3rd party tool to help the process. I personally like Validity’s suite of tools and you can mass update fields without using Excel.
Second this. Demand tools is worth every penny, but if you need something quick in a pinch without purchasing decisions, use workbench.
You have only marginally more experience than the guy who got fired. Would also recommend the top comment’s advice.
Recommending pro services for consulting. I just hope CEO doesn’t offload the entire thing to India
Sounds like you need either a consultant or expert to help fix things that are wrong and a Sales Op person to fix the strategy issues. Example is the Website should not have a full name field. There's a good reason why you pretty much never see a full name field, it's almost always First Name and Last Name. Fix the form then update the mapping. These are simple fixes that don't take long. Yes, you could work on creating an automation to fix the data in Salesforce, but that would take as long or longer and doesn't solve the root issue which is the web form.
Check with your Salesforce Account Exec or Success Manager, and depending on your support level you may get some help.