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Viewing Record Details

When viewing a LinkedIn profile with the PrimeRole extension, a CRM integration box displays match information using the following status indicators:

Status Indicators​

SignalStatusDescription
VerifiedVerify
Single MatchOne matching record found in Salesforce. Green indicates a confident match, and gray indicates a less confident match.
VerifiedVerify
Multiple MatchesMultiple possible matching records found
This is an imageNo MatchNo matching records found.
This is an imageNeeds UpdateRecord information is outdated.

Handling Match Scenarios​

  • Single Match Found: Review the details and confirm the match, or edit the association if needed.
  • Multiple Matches Found: Carefully examine each possibility and select the most accurate record.
  • No Match Found: Choose to create a new record or refine the search criteria using the advanced options.
  • Needs Update: Review the highlighted changes ("Now" for current data, "New" for updates) and selectively update fields or edit the association.

Search Criteria Used for Matching​

PrimeRole uses the following criteria to find matching records in Salesforce:

For People:​

  1. Email Address: The highest-confidence match; search stops when a match is found.
  2. LinkedIn URL: Another high-confidence match if no email is available.
  3. Full Name + Company Name: Moderate confidence; searched if the above criteria fail.
  4. Last Name + Job Title + Company Name: Lower confidence; the fallback criterion.
  5. Full Name of person + Domain of company: Lower confidence; the fallback criterion.
  6. Full Name of person + Alternate Domains of reference company: Lower confidence; the fallback criterion.
  7. Full Name of person + LinkedIn URL of reference company: Lower confidence; the fallback criterion.
  8. Full Name of person + Name of reference Company: Lower confidence; the fallback criterion.

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.

Additional Notes

  • The system can monitor for changes and notify users when updates are required (if update permissions are enabled).
  • Selective update timeout prevents fields from being flagged for two weeks unless new data becomes available.