Ascendix Search Admin Guide

Ascendix Search license management

Tagged with: Search

These instructions cover Ascendix Search license management after the trial period for paid subscribers.

  • UnAssigning Licenses
    • Click on the gear icon in the top right corner of your screen and select setup
    • In the quick find bar on your left type in Installed Packages and select it
    • Click Manage Licenses next to the Ascendix Search package
    • Click Remove next to the user you would like to assign the license from
  • Assigning Licenses
    • Click on the gear icon in the top right corner of your screen and select setup
    • In the quick find bar on your left type in Installed Packages and select it
    • Click Manage Licenses next to the Ascendix Search package
    • From here you can assign the Ascendix Search licenses to all users that should have it
  • Assigning Permission Sets
    • Click on the gear icon in the top right corner of your screen and select setup
    • In the quick find bar on your left type in Permission Sets and select it
    • Locate the Ascendix Search User permission and select it
    • Click on Manage Assignments and add all users that should have the standard access
    • Click on Manage Assignments and add all users that should have the standard access

Custom Button Configuration

Ascendix Search supports adding custom buttons to search results, which can be configured for each searchable object. For Lightning Web Components, see below for additional instructions.

1. Create an Aura Lightning Component
  1. The component should have access equal global
  2. The component should accept the following global parameters:
    <aura:attribute name="sobjectName" type="String" access="global" /> <!-- Object API name -->
    <aura:attribute name="resultRows" type="List" /> <!-- List of displayed results -->
    <aura:attribute name="selectedIds" type="List" /> <!-- List of selected results -->
    <aura:attribute name="query" type="String" access="global" /> <!-- Query used to generate results -->
    <aura:attribute name="buttonLabel" type="String" access="global" /> <!-- Configured button label -->
    <aura:attribute name="enableRule" type="String" access="global" /> <!-- Configured enable rule -->
    <aura:attribute name="isDisabled" type="Boolean" default="false "/> <!-- Indicates if button should be enabled/disabled -->
  3. The component UI should define exactly one button, which can open a modal dialog or perform a custom action:
2. Add button to Ascendix Search configuration
  1. Navigate to Setup -> Custom Settings -> Search Setting
  2. Click the Manage button
  3. Click the New button
    • Name must start with prefix “Search Action” such as “Search Action My Button”
    • Value is an XML string defining the component name, label, enable rule, and supported object. For example:
      <action componentName="MyAuraComponent" label="My Label" enableRule="1"> <obj>Account</obj>
      	<obj>ascendix__Availability__c ascendix__Property__c</obj>
      </action>

      componentName – Aura Lightning Component associated with the action
      label – Action button label
      enableRule

      0 – always enabled
      1 – at least one item is selected
      2 – only one item is selected

      allObjects – (optional) flag if action applies to all object types
      obj – array of object types the action supports (used when allObjects=false or not specified)

  4. Click the Save button

Lightning Web Component (LWC) Considerations

Lightning Web Components cannot be directly displayed in a custom button, but can be displayed inside an Aura Lightning Component used as a wrapper. For example:

<aura:component access="global">
<aura:attribute name="sobjectName" type="String" access="global" />
<aura:attribute name="resultRows" type="List" />
<aura:attribute name="selectedIds" type="List" />
<aura:attribute name="buttonLabel" type="String" access="global" />
<aura:attribute name="enableRule" type="String" access="global" />
<aura:attribute name="isDisabled" type="Boolean" default="false" />

<c:mylwc sobjectName="{!v.sobjectName}" resultRows="{!v.resultRows}" selectedIds="{!v.selectedIds}" buttonLabel="{!v.buttonLabel}" enableRule="{!v.enableRule}" isDisabled="{!v.isDisabled}" />

</aura:component>

Ascendix Search Configuration: Google Maps Key

Tagged with: Configuration

By default, all Ascendix Search users use OpenStreetMap to geocode their data. It is a free open-source service that doesn’t require additional setup.

If you wish to use Google Maps as a map provider, you must have a Google API key. A free key can be used allowing for up to 25,000 map loads per 24 hours.

Step 1. Open the Ascendix Search Setup

Navigating to Ascendix Search Setup

Step 2. Navigate to Mapping and Select Google Maps as a map provider

Ascendix Search Google Maps

Step 3. Provide a Google Maps Key

Ascendix Search Google Maps Key

If you do not already have a key, click the Get a Key button to obtain one and then enter the value in the text box below.

Getting a Google Maps Key

Step 1. Sign in to your Google account

Step 2. Select Get Started

Step 3. Select Maps & Places then select Continue

Enable Google Maps Platform

Step 4. Select +Create a new project & name your project

Step 5. Select Next

Enable Google Maps Platform step 2

Billing information required! Billing starts only after 25,000 map views a day and 2,500 geocoding requests a day. After that, it is $0.50 per 1,000 requests. If you are apprehensive even with those thresholds you can cap the maximum requests per day in the google console. Learn more about Google Maps Pricing Plans.

Step 6. Select Create Billing Account and follow the on-screen instructions to set up billing.

Enable billing

Step 7. With the billing setup, you will see Enable Google Maps Platform. Select Next.

Enable Google Maps Platform 3

Step 8. Copy your API Key once its generated

Your API Key

Step 9. Paste the key into the Google Maps Key in Ascendix Search and save.

Defining a Custom Salesforce Domain

Tagged with: Configuration

Lightning components such as Ascendix Search requires you to define a custom Salesforce domain name for your organization (known as My Domain).

Without a domain, Ascendix Search will not appear.

Step 1. Click on the gear icon and select Setup.

Step 2. Enter My Domain in the Quick Find bar and select the highlighted result.

Skip this step if “Your domain name is” populated

Step 3. If you do not have a domain select Edit to create a domain for your organization and select Don’t redirect (recommended) for Redirect Policy. Save when done.

Ascendix Search Configuration

Tagged with: Search, Configuration

In this post, we’ll show you how to configure Ascendix Search. If you haven’t installed the app, here is a step-by-step Ascendix Search installation guide.

Let’s dive right in!

Preparing Your Salesforce

Step 1. Set up Custom Domain

Step 2. Enable Salesforce Geocoding

Ascendix Search Configuration

Once you installed Ascendix Search, you can start configuring the app. Click on the App Launcher and under All Items select Ascendix Search. Also, you can add Ascendix Search to the app ribbon bar.

Start off by accepting the License Agreement. Once accepted, select Save.

Now click on ⚙️ Settings on the right top corner of the app.

Enabling Searchable Objects

The first thing you want to do is to select and configure which objects users can search for. By default, Ascendix Search enables Accounts, Contacts, and Leads to be searchable.

Here is how to enable additional objects (both standard and custom ones):

Step 1: Select Object Manager Tab

Step 2: Check objects that should be available for search and click save

Enable Geocoding for Selected Objects

Ascendix Search can geocode your records and will let you search for data using maps. You should enable this feature for each object you wish to geocode:

Step 1: Navigate to Ascendix Search Setup ⚙️

Step 2: Select Object Manager Tab

Step 3: Select Mappable for the Objects you wish to geocode

Step 4: Click Configure

Step 5: Select a geolocation field (select a field with the address)

Step 6: Click Ok and Save

By default, we use OpenStreetMaps as a map provider. It’s free and doesn’t require any additional setup. We also support Google Maps. Google Maps allows for up to 25,000 map loads per 24 hours and requires a key with an associated billing account.

Salesforce geocodes Contacts, Accounts and Leads. If you wish to geocode other objects, you can turn on geocoding for custom objects.

Now you are ready to perform your first search!

Other Available Configurations

Using Ascendix Search Setup, you’ll be able to configure the following for each object:

  • Enable/Disable Ad-Hoc Lists (this is your custom lists to help you categorize your records without having certain field values, e.g. baseball fans, or Dreamforce leads).
  • Configure related lists displayed in the details area
  • Configure default columns displayed in search results and related lists
  • Configure custom tabs displayed in the details area
  • Configure which fields are available to be used as search criteria and as results columns

Click on the corresponding icon and follow the instructions. These settings are optional and you can skip them.

However, if you have multiple objects and fields, it is a good idea to define which fields, objects your users might need to decrease the number of choices.

That is!

Geocoding Configuration for Custom Objects

Tagged with: Configuration

Geocoding is an optional feature, which allows users to generate geocode information for each record using Google API service.   

For each object to be configured follow these steps: 

  1. From Setup, enter Process Builder  in the Quick Find  box, then select  Process Builder 
  2. Click New 
  3. Enter Process Name(for example Account Geocode) 
  4. Enter API Name (for example AccountGeocode) 
  5. Set The process starts when field to the A record changes option 
  6. Click Save ​
  7. Click Add Object 
  8. Set the Object field to an object for geocoding updating (for example Account)
  9. Set the Start the process field to the when a record is created or edited option
  10. Click Save 
  11. Click Add Criteria 
  12. Enter Criteria Name (for example Criteria for Geocode Update) 
  13. Set the Criteria for Executing Actions field to the Formula evaluates to true option 
  14. Insert the following code in the Build Formula field with replacing _State_, _City_, _StreetName_, _StreetNumber_, _PostalCode_ values to your address fields.

ISNEW() || 

ISCHANGED(_State_) || 

ISCHANGED(_City_) || 

ISCHANGED(_StreetName_) || 

ISCHANGED(_StreetNumber_) || 

ISCHANGED(_PostalCode_)  

for example: 

ISNEW() ||  

ISCHANGED([Account].BillingState) || 

ISCHANGED([Account].BillingCity) || 

ISCHANGED([Account].BillingStreet)  ||  

ISCHANGED([Account].BillingPostalCode) 

15. Click Save 

16. Click Add Action

17. Set the Action Type field to the Apex option 

18. Enter Action Name – (Geocode Update) 

19. Set the Apex Class field to the Search Geocode option 

20. Click Add Row button

21. Set the Field field to the ids option 

22. Set the Type field to the Field Reference option 

23. Choose your object id field to the Value field (for example: [Account].Id) 

24. Click Save 

25. Click Activate and confirm activation  ​

​NOTE: To update geocode via Data Import Wizard activate “Trigger workflow rules and processes for new and updated records” checkbox.​

Read Also

Custom Map ​​​Icons Configuration

Add record detail information to the pop-up window 

Ascendix Search Configuration: Google Maps Key

Enable Salesforce Geocoding

Setting Limits for Exporting, Bulk Edit & Mass Emails

Tagged with: Search, Configuration

This feature allows you to control the number of records a user can bulk edit or create in a single action or the number of records a user can export in any single operation.

Also, you can define the number of emails that a user can send.

Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.

Navigating to Ascendix Search Setup

Step 2. From here set the limits for exporting, bulk editing and the maximum number of emails a user can send in a single action

Ascendix Search Limits

Ascendix Search limits:

The maximum number of activities a user can create in a single action: up to 500

The maximum number of emails a user can send in a single action: 150 emails

The maximum number of records a user can export in a single action: up to 50,000 records.

Adding Ascendix Search to the App Ribbon Bar

Tagged with: Search, Configuration

Adding Ascendix Search to the Ribbon Bar allows the application to be easily accessed by your users.

Before getting started, determine which Apps will need to have Ascendix Search added to the App Ribbon Bar. In our example, we will be using Sales.

Step 1. Click on the gear icon and select Setup.

Step 2. Enter App Manager in the Quick Find bar and select the highlighted result.

Step 3. Select the App you wish to add Ascendix Search to and select Edit from the drop-down.

Be sure you are selecting the Lightning version of the app

App manager

Step 4. Click on Navigation Items and select Ascendix Search from the Available Items section. Use the arrow buttons to move Ascendix Search to the desired location.

Adding Ascendix Search to the navigation ribbon

That’s it!

Now you can easily access Ascendix Search right from the ribbon!

Ascendix Search in the ribbon

Salesforce Classic

To enable Ascendix Search in Salesforce Classic following these steps:

  1. From Setup, enter Tabs in the Quick Find box, then select Tabs
  2. In the section, Visualforce Tabs click the New button
  3. Step 1. Enter the Details
    • For the field Visualforce Page select Search [ascendix_search__Search]
    • For the field Tab Label enter Ascendix Search
    • For the field Tab Name enter any unique value
    • Click the lookup selector for the field Tab Style
    • Click the button Create your own style
    • For the field Color select any color
    • Click the Insert an Image button
    • Under file location select Search then press the Go button
    • Click the name Ascendix Search
    • Click the OK button
    • Click the Next button
  4. Step 2. Add to Profiles
    • Choose the user profiles for which the new page tab will be available. You may also examine or alter the visibility of tabs from the detail and edit pages of each profile
    • Click the Next button
  5. Step 3. Add to Custom Apps
    • Choose the custom apps for which the new custom tab will be available. You may also examine or alter the visibility of tabs from the detail and edit pages of each Custom App
    • Click the Save button
  6. Created a Remote Site Setting
    • ​Switch to Salesforce classic view
    • Copy domain URL into the clipboard
    • ​​From Setup, enter Remote Site Settings in the Quick Find box, then select Remote Site Settings
    • ​Click the New Remote Site button
    • ​For Remote Site Name enter RemoteUrl
    • For Remote Site URL paste URL from clipboard
    • Click ​the Save button

Enabling Ad-Hoc Lists for Additional Objects

Tagged with: Search, Configuration

By default, Ascendix Search enables Ad-Hoc Lists for Accounts and Contacts.

To enable additional Ad-Hoc Lists such as Opportunities or Leads:

Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.

Navigating to Ascendix Search Setup

Step 2. Select the check box next to the appropriate object in the “Ad-Hoc Lists” section of Admin Settings in Object Manager.

Ascendix Search Enabling Ad-hoc lists

Step 3. Click the Security button and select the profiles to grant access to this Ad-Hoc List relationship and Save

Set Ad-hoc list security

You are done!

Watch this video to see how to create your Ad-Hoc Lists:

Further Reading:

Enabling Searchable Objects

Tagged with: Search, Configuration

By default, Ascendix Search enables Accounts and Contacts to be searchable. To enable additional objects such as Opportunities, Leads, or Custom Objects, select the check box next to the appropriate object in the “Label” section of admin settings in Object Manager.

Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.

Navigating to Ascendix Search Setup

Step 2. Select all the objects you want to become searchable.

Ascendix Search searchable objects setup

That’s it!

Now you can select these objects in the Search for of Ascendix Search.