Naming Conventions

To provide reporting consistency and clarity, Users are required to adhere to these naming conventions.

Account Naming Conventions          

Users should be provide as much clarity as possible when creating naming Accounts. Organization's full names should be used whenever possible and acronyms and abbreviations should be avoided.   

Example. Johnson Controls, Inc. should be named as such in this Salesforce instance. This company is often referred to as JCI. This acronym should be avoided. Only use the acronym / abbreviation when the organization operates exclusively with this shortened name, such as, 3M for Minnesota, Manufacturing, and Mining Company. 


Engagement Name (* See rule for Multiple Accounts)       

Account (Organization) Name: Title of Engagement 

Example: Under Armour: On Campus meeting with Wisconsin School of Business and College of Engineering


Outcome Name (* See rule for Multiple Accounts) 

Account (Organization) Name: Title of Outcome       

Example: Under Armour: Funding for graduate student fellowship


Referral Name (* See rule for Multiple Accounts)   

Account (Organization) Name: Short description of Referral            

Example: Under Armour: Inquiry for Marketing and Finance student recruitment


Multiple organizations / Accounts are involved in an Engagement, Outcome, and Referral

Multiple Accounts: Short description of Engagement (do not list all the organization's name - just include text Multiple Accounts)      

Example: Multiple Accounts: Fall 2020 Research Day at the Capital 


University of Wisconsin - Madison Accounts           

Users CANNOT make new Accounts for UW-Madison units. Please make an Account creation request to salesforce@obe.wisc.edu. This ensures naming conventions and application of UW unit identification codes.            

Example: User wants to make an Account for University Housing. The User should NOT do this. They should request the creation by sending an email to salesforce@obe.wisc.edu. Administration will make the Account with proper naming and identification code.








Keywords:Engagements, referrals, outcomes, name, naming, reports   Doc ID:102994
Owner:Megan O.Group:Salesforce - UW-Madison, Strategic Partnerships
Created:2020-06-11 14:12 CDTUpdated:2020-06-12 07:52 CDT
Sites:Salesforce - UW-Madison, Strategic Partnerships
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