1. Get the name on the USI
2. Get full name as it appears on their driver’s license / Medicare card / Passport

Get the but legal name possible – potentially ask if they know what the name used in their USI record is (unlikely)

1. Use the trading name on some documentation (Business card, letterhead, sign)
2. Use the name they tell you
3. Use the individuals name matching their contact record

Training:  (Account_Name) (Course_Name)

Products:  (Contact)(Primary product Name)

Events:  Auto-generates from Events_EM Module

Fundraising:  Fundraising type (Name)

- Other opportunity types auto generate with a predefined naming convention

Public: (Course_ShortName) (Region)

Industry:  Industry (Course_ShortName)

Volunteer:  Internal (Course_name) (Division)

Shadow (Composite):  Comp (Course_ShortName) (Region)

(Address Type) - (Address)

(Year) (Clients_Event_Name)

SA (Site) - (Room)

Set up the hierarchy to match our Area / Divisional structure under the St John SA account using the existing hierarchical account structuring available in Salesforce.