Ascendix Search Admin Guide

Enable Salesforce Geocoding

Tagged with: Configuration

Step 1. Click on the gear icon and select Setup.
Step 2. Enter Data Integration Rules in the Quick Find bar and select the highlighted result.
Step 3. Open the following rules and click the Activate  button for each:

  • Geocodes for Account Billing Address
  • Geocodes for Account Shipping Address
  • Geocodes for Contact Mailing Address
  • Geocodes for Lead Address (does not apply to OEM versions of Salesforce)
Salesforce Enabling Geocoding Data Integration Rules

Step 4. From here click on the links where you would like to enable Geocoding.

Activating Geocoding Salesforce

Once you activated Data integration rules, you should enable mapping for each Object you wish to make mappable.

Follow the instructions in the video:

By default, Salesforce provides geolocation for Accounts, Contacts, and Leads. Ascendix Search lets you geocode any other custom objects using Google API (it is a paid service) and you should enable custom Salesforce geocoding to use it.

Record Detail Tabs Configuration

Tagged with: Configuration, Search

Ascendix Search supports displaying Aura Lightning Components as custom tabs in the record detail area, which can be configured for each searchable object and accessed by users with a Preview Panel. For Lightning Web Components, see below for additional instructions.

What you need to know about custom tabs:

  • You can define custom tabs for each object
  • In the record detail area, custom tabs will be displayed after all standard tabs
  • When a user clicks on a custom tab the custom component will be rendered
  • Your components must support the following interfaces:

Add a Custom Tab 

  • As a System Administrator, navigate to the Ascendix Search component via the App Launcher
  • After Ascendix Search loads, click on the gear icon in the top right corner of the Ascendix Search component to open the Ascendix Search Setup dialog
  • Select the Object Manager tab
  • Click the Configure custom tabs button for the object you want to configure
Configuring Custom Tabs Ascendix Search App for Salesforce

Ascendix Search – Configuring Custom Tabs

  • Click the Add Tab button
  • Enter a Tab Label and the Component API Name. Include the component’s namespace and name in the format namespace:componentName.  If you haven’t set a namespace prefix for your organization, use the default namespace c when referencing components that you’ve created
  • Click the Add button
  • Repeat the same steps for any additional tabs to be added
  • Click the Save button to close the Customize Tabs dialog
  • Click the Save button to close the Ascendix Search Setup dialog

Lightning Web Component (LWC) Considerations

Lightning Web Components cannot be directly displayed in a custom tab but can be displayed inside an Aura Lightning Component used as a wrapper.  For example, to display the Ad-Hoc Lists component you would implement an Aura wrapper such as:

<aura:component implements=”force:appHostable,flexipage:availableForRecordHome,force:hasRecordId” access=”global”>
    <aura:attribute name=”recordId” type=”String” />
    <ascendix_search:adHocLists recordId=”{!v.recordId}” />
</aura:component>

The following requirements should be noted:

  • The Lightning Web Component must accept the record ID as a parameter
  • The Aura Lightning Component wrapper must implement the following interfaces:
    • force:appHostable
    • flexipage:availableForRecordHome
    • force:hasRecordId

Allow Emails Sends from Custom Objects

Tagged with: Email

If you have an email field available on a custom object Ascendix Search allows the option to the email from that object.

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 the Asendix Search Setup go to the Configuration tab and select the Email subtab then select   + Add Object.

Add Email Objects

Step 3. Select those objects you want to be able to email to and Save when done.

Add Email Objects

Now, you can send mass emails to the added objects!

Watch the video to see how you can send mass emails with Ascendix Search:

Custom Map ​​​Icons Configuration

Tagged with: Configuration, Map

Ascendix Search supports map icon configurations for both maps: Google Maps and OpenStreetMap. Optionally,  the product allows using own icon library.

Ascendix Search app for Salesforce custom pins on a map

Ascendix Search with Customized Map Pins

Please follow the instructions to configure custom icons:

Step 1. Prepare zip archive file with icons:

  1. Create a local folder in your machine with the appropriate name (for example MyFavoriteIcons)
  2. Add the set of icons into the folder. (Note: the supported formats: gif, jpeg, png)
  3. Add all icons to archive without inner folders. (Note: the supported archive format is zip only)

Step 2. Add prepared zip file to the Static resource:

  • ​From Setup, enter Static Resources in the Quick Find box, then select Static Resources.
  • Click New.
Ascendix Search map pins configuration adding static resources
  • In the Name text box, enter the text that will be used for custom icons.
  • Next to the File text box, click Choose File to navigate to a local copy of the resource that you want to upload.
  • Set the Cache-Control to the public
  • Click Save

Step 3. Configure custom icons for Ascendix Search

  • As a System Administrator, navigate to the Ascendix Search
  • After Ascendix Search loads, click on the gear icon in the top right corner of the Ascendix Search component to open the Ascendix Search Setup dialog
  • Select the Mapping tab
Ascendix Search Mapping configuration adding custom maps
  • Select the uploaded resource in the Static resource for custom map icons dropdown menu
  • Click the Save button to close the Ascendix Search Setup dialog

After this configuration, your icons appear in the Custom icons block in the icon picker. ​

Read More:

Geocoding Configuration for Custom Objects

Add record detail information to the pop-up window 

Ascendix Search Configuration: Google Maps Key

Enable Salesforce Geocoding

Add record detail information to the pop-up window 

Tagged with: Configuration

The Map feature of Ascendix Search allows a map to be used as part of your search criteria and also plots search results on the map after a search is executed.  When installed the map is enabled for the Contact and Account objects. Make sure to enable Salesforce geocoding to be able to use the map search.

Ascendix Search Customized Record Details on a map

Ascendix Search – A Map With Customized Record Details

To add record detail information to the pop-up window when the user clicks on a pin on the map follow these steps:

Step 1. From Setup select Object Manager​​​​

Step 2. Click on the object label in which you want to add record detail information

Ascendix Search selecting property

Ascendix Search – Salesforce Object Manager

Step 3. Click on the Field Sets tab

Step 4. Click the New button

Step 5. Enter fields as following:  Fields Set Label – Ascendix Search Map Popup, Field Set Name – Ascendix_Search_Map_Popup, Where is it used? – In the Ascendix Search when the user clicks on a pin on the map 

Ascendix Search New Field Set

Ascendix Search – Creating New Field Set in Salesforce

Step 6. Click the Save button

Step 7. Drag and drop fields that you want the user will see in the pop-up window to the In the Field Set section. Please note that related objects fields are not supported

Ascendix Search Field Sets

Ascendix Search – Defining a Field Set

Step 8. Click the Save button

That’s it! Now your map is configured!  Did you know that you can change the size, color, shape of the pushpins on a map? Check a how-to guide here.

Further Reading:

Ad-Hoc List Configuration

Tagged with: Configuration, Customization

The Ad-Hoc List feature of Ascendix Search allows records to be added to user-defined lists after selecting records from search results. When Ascendix Search is installed Account and Contact records are available in Ad-Hoc Lists. Admins can enable additional record types by adding a button to the record’s page layouts

*For Salesforce Professional Edition, complete the steps in the section titled “Add support for Additional object types (Professional Edition)”

Add Ad-Hoc Lists to Record Pages

Salesforce Admins can add Ad-Hoc lists by Ascendix Search to records’ tabs and let users add or remove records from the lists right on the record page.

To see which Ad-Hoc Lists a record belongs to the outside of Ascendix Search, the Ad Hoc Lists Lightning component can be added to your record pages via the Lightning App Builder.

Adding Ad-hoc lists tab

This component also allows you to add the record to an existing or new Ad-Hoc List, and to remove it from lists it is already associated with.

This component can be configured by following these steps:

  1. Navigate to Setup -> Lightning App Builder
  2. For each object to configure:
  • Select the record page to edit (or create a new page if you prefer)
  • Click the Edit button
  • Add a new tab to any section with the tab label Ad-Hoc Lists
Lightning App Builder Adding Ad-Hoc List Tab
  • From the list of Lightning Components, drag the Ad-Hoc Lists component to the newly created tab
  • Click the Save button
  • Click the Activation… button to configure the visibility of the record page

Adding Ad-Hoc List Button to Page Layouts

Besides, you can add a button Add Ad-Hoc List:

Adding to Ad-hoc list button

Step 1. From Setup, select Object Manager from the top.

Step 2. Open the Object you want to add the Ad-Hoc list to by selecting the hyperlink & select Page Layouts from the following page.

Step 3. Click Edit from the dropdown.

Object Manager Ad-Hoc Lists

Ascendix Search – Navigating to Page Layouts

Step 4. Select Mobile & Lightning Actions and locate Add to Ad-Hoc List

Adding Add to Ad-Hoc List Button

*First time configures will have to override the predefined actions by selecting the wrench icon.

Step 5. Drag the Add to AdHoc List button to Salesforce Mobile and Lightning Experience Actions in the location of your choice

Dragging to Salesforce Mobile and Lightning Experience

Salesforce Mobile and Lightning Experience Actions

Step 6. Click Save then repeat the steps above for any additional objects

That’s it! Now users will be able to add records to the Ad-Hoc list right from the Salesforce records.

Add support for additional object types (Professional Edition Only)

This section is required for Professional Editions to enable Ad-Hoc lists for objects in their organization.

Step 1. From Setup, select Object Manager from the top.

Step 2. Click the New button. Select Lookup Relationship from the following page.

Step 3. For the Related To field select the object being configured, then click Next.

Step 4. For the Field Name enter any unique value, then click Next.

Step 5. Select the profiles to which you want to grant edit access to this field via field-level security. Click Next when done.

Step 6. Select the page layout Ad-Hoc List Member Layout and click Next.

Step 7. Uncheck all page layouts. Uncheck the Append related lists to the user’s existing personal customizations.

Allow Users to Relate Multiple Contacts to Tasks and Events

To allow users to relate multiple contacts to tasks and events you must enable this platform feature:

  1. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings
  2. Check the box Allow Users to Relate Multiple Contacts to Tasks and Events
  3. Click the Submit button
Ascendix Search: Allow users to relate multiple contacts to tasks and appointments

Enabling Notes

Tagged with: Configuration, Search

To allow users to create notes from with Ascendix Search you must enable the enhanced version of the Salesforce note-taking tool:

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

Step 2. Enter Notes Settings in the Quick Find bar and select the highlighted result.

Step 3. Check Enable Notes and select Save when done.

Enable Notes

Step 4. Configure notes according to the Salesforce documentation.

Allowing Export to Excel

Tagged with: Data

Ascendix Search app lets you easily export records to Excel.

You should grant rights to export reports to users to let them use our Export to Excel feature.

Here is how to do it:

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

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

Step 3. Select Edit on the Profile you wish to give Export to Excel permissions to.

Step 4. Find Export Reports and check the checkbox and save.

Allowing Export to Excel

Also, you can configure the maximum number of records a user can export in a single action – from Zero to fifty thousand.

Go to Ascendix Search Setup > Limits and set your limits.

Ascendix Search Export limits setup

That’s it!

Prevent Users from Adding & Removing Search Criteria

Tagged with: Configuration, Search

With this feature, Admins can define saved searches that are shared with all users. Users can select criteria values but are not permitted to select which criteria fields are available to search against.

To enable this feature:

  • Open Ascendix Search Setup (click the gear icon on the right top corner of Ascendix Search).
  • Navigate to Options
  • Modify Search Criteria > Set ‘Enabled only for Ascendix Search Administrators’ in the Modify Search Criteria
  • Save
Ascendix Search enable search for users

Ascendix Search: Enable Modifying Search Criteria only for Admins

If the admin has configured Modify Search Criteria as Enabled only for Ascendix Search Administrators and the user is not an admin, the following features are not available:

  • Add Search Criteria
  • Add Search Section
  • Delete Search Criteria
  • Delete Search Section
  • Create New Search

The users will be able to perform saved searches, use the defined fields to search for their Data, and can save them as their custom search.

Also, they will be able to export search results, mass edit records, and perform mass actions (e.g., add notes in bulk, schedule events).

Learn Also:

Decide Which Fields Are Searchable

Allow Users to Relate Multiple Contacts to Tasks and Events