Ascendix Search User Guide

Performing Your First Search

Tagged with: Search

Ascendix Search simplifies searching for Salesforce data and extends its functionality.

In this post, we’ll explain how to perform searches with the app.

Let’s dive right in!

Creating Your First Search

For this example, we will be creating a basic search using the preset Account search template provided by Ascendix Search.

Step 1. Start by opening Ascendix Search

Step 2. Select Account in Search For. You should notice some search fields have been prepopulated such as Account Name, Industry, and Street.

Step 3. Fill out some relevant search criteria such as City or State/Province. Then click on Search in the bottom right of the interface.

Ascendix Search - Getting a List of Accounts from Dallas, Texas

Ascendix Search – Getting a List of Accounts from Dallas, Texas

If you have Accounts that match your search criteria they should show up now.

Ascendix Search app supports searching for core and custom objects. If you don’t see the Object in the Search For section, then you or your Salesforce Admin should make it searchable first.

Don’t worry! It’s a matter of a few clicks. Check out the help doc where we explain how to make objects searchable.

Performing A What If Analysis

What-If Analysis in Ascendix Search allows you to try out different search scenarios when building list views in Salesforce.

By changing values in the search criteria, you will be able to quickly test scenarios and update searches. No need to save list views before you’ll get results.

Step 1. Select the Edit criteria button from the bottom right.

Step 2. Change previously filled search criteria such as City then select Search.

Edit Search Criteria Ascendix Search for Salesforce

Ascendix Search – Editing Search Criteria

If you have Accounts that match your search criteria they should show up in the updated search.

Running Multi-Criteria Searches

Now that we’ve performed our first What IF Analysis let’s see how we can start using some advanced search functionality. Such as adding additional search criteria to help you find information that matters to you.

For this example, we will be searching for Accounts that were not contacted by us in the last 2 weeks and are not our clients. To get the correct result set, we would need to check Last Activity date of all contacts that work for these accounts. It means that we’ll need to perform the related search. Sounds a bit complicated? It is a few clicks exercise with Ascendix Search:

Step 1. Select Account in Search For. You should notice some search fields have been prepopulated.

Step 2. Click Add Search Criteria to add Account Type field and set not equal to and Client.

Step 3. Click Add Section to add Contacts (our related object) and add Last Activity field and the needed search criterion (before X weeks  2)

Step 4. Then click on Search in the bottom right of the interface.

If you have Accounts that match your search criteria they should show up now.

Ascendix Search first search

To find a comprehensive list of Advanced Filtering Options please refer to Expanded Search Operators.

Besides, you can draw polygons on the map to narrow down your search.

If no records match Search criteria, you will see a notification ‘No Records Match This Criteria’.  You can always adjust your searching criteria by clicking the Edit Criteria ✏️ button on the down left corner.

Ascendix Search Edit Search Criteria

If records match your criteria, you will see them arranged in a list. Also, if you setup geocoding for this object, you will see pushpins on a map:

Ascendix Search Pushpins on a map

This allows you to quickly pinpoint Accounts that are relevant to your current needs without the hassle of checking back and forth between objects.

Advanced Search Functionality

Ascendix Search app lets you build lists of records with multiple tools, including maps and charts. Make sure to check these help posts to learn how to use them:

Now, when you have results, you can:

Customize the result columns by adding, removing, or reordering them. To do this, click the Select Columns on the bottom right corner:

Select Result columns Ascendix Search

You can save this search by clicking the Save Search button from the bottom.

Ascendix Search Save the Search

You can share your saved searches with individual users or teams

Share saved searches in Ascendix Search

Also, you can pin your saved search for each Object. Each time when you open Ascendix Search you’ll see results of your pinned searches. E.g. Leads that require my attention might help Sales Reps not to miss any opportunity.

Pin Saved Search in Ascendix Search

Select all or some records to bulk edit them

Ascendix Search Bulk Edit

Add a note, create New Event, New Task, Log a Call to multiple records in one action by clicking the corresponding button on the top right corner:

Ascendix Search Mass Actions

Export records to Excel:

Ascendix Search Export to Excel

Preview each record by clicking on a row. You can see record details, related objects, e.g., linked Contacts for Accounts, Activity Timeline, Notes, Chatter. Also, you’ll be able to follow this record and edit it right here. Learn more about a Preview Panel.

Ascendix Search Preview Panel Related

Ascendix Search also can visualize your data via charts and will let you narrow down your search results by clicking on charts. It might be very handy to spot trends and get insights. Click Show/Hide Insights button on the top right and Add charts. Make sure to save the list to keep the charts for future searches! Click on the charts to filter your results further.

Add a chart Ascendix Search

You can add records to your custom Lists of records (we call them Ad-Hoc Lists) by clicking the Add to Ad-Hoc List button. E.g., you can create My Target Accounts list or Baseball fans. Learn more about Ad-Hoc Lists.

Adding Accounts to Ad Hoc List Ascendix Search

What’s Next?

  1. Create your own searches
  2. Think what lists might help you do your job better and save them:
    • New Leads
    • Leads that require attention
    • Prospects to call
    • Prospects to mass email
    • Marketing list to include in the newsletter
    • Target accounts
    • My Clients this year/month/quarter
    • Completed Calls this week/this month/this year
    • Created Accounts/Contacts today/this week/this year

Happy Searching!

Ascendix Search Interface

Tagged with: Search, Map

Ascendix Search was created to decrease the complexity of Salesforce and to provide Salesforce users search and productivity tools to work faster and efficiently.

On the image below you can see Ascendix Search Interface (click on the image to enlarge it):

Ascendix Search Interface
Ascendix Search Interface
  1. Search for: Select the type of object you want to see in your search results. By default, the tool is configured to search only accounts and contacts, but it can be configured to search against most types of objects in your organizations including custom objects and objects installed by other packages. Please refer to the Admin Guide for additional details. Once you have selected an object in SEARCH FOR you may notice some fields are prepopulated. These can be removed via the dropdown on the right of the field if they are not needed.
  2. Saved Search/List/View: System Views allows you to see all views created in Salesforce from Ascendix Search. Ad-Hoc Lists are static lists created by you for a specific purpose. Saved search allows you to see search templates that have been shared with or saved by you.
  3. +Add Search Field: This allows you to add fields to expand your search criteria.
  4. Add Section. This option allows you to add related objects. Such as Opportunities to an Account-based search.
  5. Create a New Search: This allows you to create a new search template from scratch.
  6. Clear Criteria: Use this button to clear entered search criteria.
  7. Save Search: This button allows you to save your search and reuse it in the future.
  8. Share Search: You can share your search with users or teams by clicking on this button.
  9. Delete Search: Delete search if you no longer need it.
  10. Select Columns: Add/remove columns in the result sets. Ascendix Search supports building-related lists, so you can add related objects to the result set.
  11. Search: Select the Search button when you are ready to search for the results.
  12. Show/Hide Map: By selecting this icon from the top right you can quickly show/hide your map to give you some extra viewing room.
  13. Composer: Select the Composer button when you need to generate reports or brochures.
  14. Email: Click the email button to send emails to the selected records, an Ad-Hoc list, or a saved search results.
  15. My Preferences: Set the number of records displayed per page in any list of records here.
  16. Ascendix Search settings.
  17. Use these icons to perform a geospatial search via drawing shapes.