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Advance Search

PrimeRole offers an advanced search mechanism to locate matching Salesforce records when the initial search doesn't yield satisfactory results.

Search Criteria​

PrimeRole uses a tiered approach to searching, prioritizing the most accurate matches first.

Search Criteria for People:​

  1. Email of person: The highest-confidence match; search stops when a match is found.
  2. LinkedIn URL of person: Another high-confidence match if no email is available.
  3. Full Name of person + Company Name of person: Moderate confidence; searched if the above criteria fail.
  4. Last Name + Job Title + Company Name (all of person): Lower confidence; the fallback criterion.
  5. Full Name of person + Domain of company: Used when company information is available but a direct match hasn't been found.
  6. Full Name of person + Alternate Domains of reference company: Expands the search to include other domains associated with the company.
  7. Full Name of person + LinkedIn URL of reference company: Uses the company's LinkedIn profile for a more precise match.
  8. Full Name of person + Name of reference Company: A more general search when other criteria are unavailable.

Search Criteria for Companies:​

  1. LinkedIn URL: The most reliable identifier for companies.
  2. Domain: A strong secondary match.
  3. Company Name: A fallback option when no LinkedIn URL or domain is available.

Modifying Search Criteria​

To refine the search process, users can modify criteria through the "Edit Match" or "Find Match" options.

Steps to Edit Search Filters​

  1. Access LinkedIn and Find a Profile:

    • Open your LinkedIn account connected to your PrimeRole workspace.
    • Navigate to the LinkedIn profile you are researching.

  2. Activate the PrimeRole Extension: The extension should activate automatically. If it doesn't:

    • Look for the PrimeRole icon on the edge of your LinkedIn screen.
    • Click the icon to load person details.

  3. Check for Existing Matches: Check the CRM Integration box in the PrimeRole extension. If no matches are found (🚫 icon) or if you want to refine existing matches, proceed to the next step.

  4. Access Search Filters: Access the Search Filters menu via "Edit Match" or "Find Match" within the PrimeRole extension.

  5. Modify Search Criteria: Modify criteria such as:

    • Record Type (Lead/Contact).
    • First Name, Last Name, LinkedIn Profile URL, or Title.

  6. Use Enhanced Search Mode (Optional): Performs an OR-based search to broaden the scope of results.

Search Results Handling

  • Results are displayed as soon as matches are found.
  • The search stops at the first successful tier.
  • Users can review multiple matches and select the appropriate record.
  • Always have the option to create a new record if no satisfactory match is found.

Note: Lower-confidence matches (gray checkmarks) should be verified carefully to avoid errors.