AscendixRE Admin Guide

Ascendix Service Plans

Tagged with: FAQ

Question: “What kind of services does Ascendix provide? I know I am the admin, but I might need some help”.

Answer: When you subscribe to AscendixRE you are buying a software subscription that gives you access to many features of the Salesforce platform (you might already know that if you’ve been a client for some time).

However, even if you are the admin, you may be lacking in time doing other things for your job position or lacking in Salesforce experience (also, completely ok), and thus you may need the help of Ascendix to accomplish your goals.

We have multiple service plans, depending on your budget & needs:

FREE:

With an Enterprise subscription: You have access to Concierge, which is like a virtual helpdesk that can accomplish some (but not all) tasks. They will be limited, but you can view the attached service plan for details for what they cover. Since this is already covered in the cost of the subscription, there isn’t any additional fee.

FIXED PRICING MODELS

  1. 3 Month Fast Track: $2500 flat fee paid in advance – you get assistance with 25 hours of data importation, configuration/form set up, automation, or workflows.
  2. 12 Month Fast Track: $5000 flat fee paid in advance – you get the same assistance stated above but for a whole year (and double the time, so 50 hours).

VARIABLE PRICING MODELS

  1. A la Cate/custom pricing: for $85 per hour, we can quote you the effort (# of hours) for your requirements. This provides you the ability to adjust your goals based on budget. You get billed at the end of the month depending on the # hours x the rate.
  2. Bucket of hours: This is ideal if you’re not entirely sure what you want, but you want the security of having a tech consultant on hand to help with training, data, setting up back-end things. You would typically agree to purchase a set # of hours (such as 20) and use them as you need them. You get billed at the end of the month depending on the # hours x the rate.

The following Q&A in this guide aim to help you become more self-sufficient. We promote teaching you how to fish, instead of fishing for you. But know that we are here in the event you want to grow and expand your business in the context of Ascendix.

If you are interested in purchasing a service package, please contact Chris: cedwards@ascendix.com.

How Users can Create their own Custom Views

Tagged with: Configuration

To create personal views:

  • Select the Tab (i.e. Deals)
  • Select the existing view that most matches what you need (example: Open Deals)
  • Click on the Gear icon
  • Clone
  • Re-name your view (example: Deals Est. Close this Quarter)
  • Add filters (example: Est. Close Date = This Quarter)
  • You can add 1 or more filters to get a finite view of your data

Also, please see the following video: How to Create the Own View.

Supported Browsers

Tagged with: Security

Click here to access the supported browsers for Salesforce.

As of June 2021:

Branding your Ascendix + Email Signatures

Tagged with: FAQ

Themes & Branding:

  • Add your logo, color scheme, and even background images, via Setup -> type in “Themes & Branding” in Quick Find Box.
  • If you don’t care to create your own, use some of the ones available in the Salesforce library.

Email Signature:

  • To have each user’s signature appended to an email they author out of Salesforce, each user needs to follow these steps.
  1. Click your profile icon | then click Settings
  2. Click Email | click My Email Settings
  3. Enter your signature into the “Email Signature” field
  4. Click Save

Advanced Topics

Tagged with: FAQ

Data Importation:

  • The tool used to import new data, update existing records, export data, is called Data Loader. Salesforce has authored a Data Loader Guide to walk through some requirements and steps.
  • The data import spreadsheet that is prepped should have column headers that map directly to the fields within that Object.
  • Any field that is a lookup (reliant on another record within Salesforce), is matched by using Salesforce Unique IDs. These Unique IDs are also extracted from Data Loader.

Single Sign On:

  • Salesforce does have SSO capabilities, highlighted in this article are some steps to implement and best practices to follow.

Automations:

  • Processes: You can create If -> Then conditions that allow you to leverage the automation. Some automation could result in sending emails to users and external individuals, setting up tasks, or even updating fields on a record.
  • Flows: Flows allow you to automate a business process that collects data from the user, uses a screen flow & prompts (almost like a wizard).
  • Approval Process: Create approval steps to define the chain of approval for a particular approval process.

Adding Fields to a Record

Tagged with: Customization, FAQ

xRE for Salesforce: How to add fields to a record

You have the ability to add your own fields to any object: Account, Contact, Property, Lease, Deal, Availability or Sale record. After you have determined which object needs your custom field, you need to determine what kind of field it should be (numerical, text, pick list, check box, etc.…) and what the field should be called. Then go to the Page Layout and drag the field where you need it on the form. Instructions on how to accomplish this are below.

1. Click on the Set-up icon from the top right of your menu and Setup.

2. Click on the Object Manager Tab .

3. Select the Object (in this example Account) – they are listed in alpha order and you may need to scroll down to find your object name (such as Contact or Property, etc.).

4. Click on “Fields and Relationships”.

5. Click “New”.

6. Choose your field type. You have a multitude of options and an explanation for each field type. Let’s select “Picklist” since we want the user to have the option of picking one value form a list of choices. Then click “Next” (You may decide to pick Text, or Date, or Number, etc.)

7. Add the label of the field. In this case, it is called “Source” because I want to add a field that describes how I was able to gain knowledge of this Account.

8. Click on “Enter values, with each value separated by a new line”.

9. Enter the options you want the user to pick.

10. Determine if you want the values to be sorted alphabetically, if there should be a default value upon the creation of a new record, and if you want the values on this list to be strictly enforced.

11. The description/help text are optional but are good to have as a reminder for why this field was created.

12. Determine if you want this field to be required or optional (checkbox for required). Click Next. Continue to follow the prompts all the way to Save.

Now your field is added to the form, but where?

Go back to the Object Manager, click on the object you changed and Page layouts. Click on the page layout, and scroll down to see your field. You can click and drag it to another location if you wish. Save changes.

How to turn off the automatically generated tasks (Workflows)

Tagged with: Customization

How to turn off the automatically generated tasks (Workflows):

  • Click on the gear icon on the top right 
  • Click on Setup 
  • When the screen changes, on the left in the Quick Find, type in “workflow rules” 
  • On the right, locate “new Listing checklist” 
  • Deactivate or delete 
Type “workflow rules” in Quick Find box

How to rename custom fields

Tagged with: Customization

Step 1. Click on Gear icon at the upper right-hand corner of the screen.

Step 2. Click Setup.

Step 3. In the Quick find box start entering Override.

Step 4. Click Override.

Step 5. Select “Custom Fields” from Setup Component.

Step 6. Select Object which you need from the drop-down menu.

Step 7. Double Click next to the field you are renaming under Field Lebel Overwrite column.

Step 8. Enter the new Field Name.

Step 8. Click Save.

How to create a field with many to many relationships for Related List Quick Links

Tagged with: Customization

Step 1. Click on Gear icon at the upper right-hand corner of the screen. 

Step 2. Click Setup

Step 3. Select Object Manager.

Step 4. Click on Create button at the top right corner.

Step 5. Select Custom Object 

Step 6. Enter Label name and Plural Label

Step 6. Choose Auto Number in a Data Type dropdown menu.

Step 6. Enter “A-{000}” in Display Format.

Step 6. Enter 0 in Starting Number.

Step 6. Click Save

How to set email notifications

Tagged with: FAQ, Email, Configuration

Step 1. Click on your avatar image at the upper right-hand corner of the screen.

Step 2. Click Settings.

Step 3. In the Quick find box start entering Email notifications

Step 4. Click Email notifications.

Step 5. Check or uncheck email options for different actions

Step 6. Click Save.