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GREATER MST' Salesforce Conunun,ty Portal tiuide August 19, 2014 <br /> Best Practices: <br /> 1. To ensure that all possible matches are found: <br /> r Enter only part of the company or contact name. Less is better. <br /> Example: Search for ABC Company by entering "ABC". <br /> r Search using various forms of the name including common misspellings (e.g. UMC, <br /> Ultra). <br /> • Use * to indicate "starts with". <br /> o Example: For CenterPoint Energy, search as center*. <br /> Example: For Johnson Controls, search as jo*. <br /> If company name is commonly abbreviated, search both an abbreviation and full <br /> name. <br /> c Example: For Great River Energy, search as "Great" and as "GRE". <br /> c Example: For Ultra Machining Company, search "Ultra" and "UMC". <br /> Do not use apostrophe and s ('s) <br /> Example: To search for McDonald's use mcdonald. <br /> 2. Always do a complete search before entering a new account or contact. <br /> 3. If duplicate accounts or contacts are found, contact Betsy Knapp at <br /> betsy.knapp,wF;rt•„tt.r msp_or j or 651-287-1367. <br /> 5 I <br />