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)
Step 4. From here click on the links where you would like to enable Geocoding.
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.
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:
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
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:
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 – 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 – 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 – 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 – 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.
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.
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:
Navigate to Setup ->Lightning App Builder
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
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:
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.
Ascendix Search – Navigating to Page Layouts
Step 4. Select Mobile & Lightning Actions and locate Add to Ad-Hoc List
*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
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:
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings
Check the box Allow Users to Relate Multiple Contacts to Tasks and Events
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
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).
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