Articles by tag: Configuration

Field Tracking/Audit

Tagged with: Configuration

You can turn on field tracking for the few key fields you wish to audit.

  1. Go to Setup.
  2. Open Object Manager.
  3. Select the Object upon which that field exists (example, Deal).
  4. Click on Fields and Relationships.
  5. Click “Set History Tracking” button on the far right.
  6. Select the field(s) you would like to track (be conservative as it will occupy more data storage if you track too many field(s).
  7. Save.

Thereafter, you can decide if you want that audit to be visible to every user of the system, or just you as an admin for reporting.

If you want the audit to be visible to every user, it will be displayed as a Related List, on that object. Where you could see:

  • Who made the change (which user)
  • What the old field was
  • What the new field is
  • Date/Time change was made

How to manage fields

Tagged with: Configuration

Any change to the form, or fields on the form are managed in Setup -> Object Manager.

What kind of things can be done?

From the Fields and Relationships section, you can:

  • Locate the field, and change the picklist value order of a drop-down
  • You can also add new drop-down values or remove any values
  • Add net-new fields (watch this: “How to add or Modify fields on a record”)

From the Page Layouts  section, you can:

  • Re-order fields
  • Hide fields
  • Re-surface previously hidden fields

How an Admin can Create Global Views

Tagged with: Configuration

To create global 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 the view (example: Deals Est. Close this Quarter)
  • Select the radio button “Share that view with all users”
  • Add filter(s) (example: Est. Close Date = This Quarter)
  • Save

Tip: You can add 1 or more filters to get a finite view of your data.

Defining Columns in Views

Tagged with: Configuration

If users want to define the columns that appear in that particular view:

  • Gear Icon
  • “Select Fields to Display”
  • Fields from the left can be added to the right using arrows
  • Fields from the right can be removed to the left using arrows
  • Fields can be re-ordered up or down using arrows

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.

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!

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.

How to configure users profile to view only records that are assigned to him/her

Tagged with: Security, Configuration

Example: Please set up a standard user Samuel to view only records that are assigned to him. Sam should only view records that are under his name, he should not have access to view any other records.

  1. Go to Setup-Sharing Settings- Organization-Wide Defaults- Property:
  2. Default Internal Access- set to Private
  3. Default External Access- set to Private
  4. Grant access using hierarchies – uncheck
  5. Setup- Users – Select User which should see only records assigned to him
  6. Select User’s Profile – Object Settings – Property (another needed object) – set to Read (only)
  7. Back to the user’s page – permission sets – check all permission sets for the view (modify) all options one by one.

Permission sets (all of them) should not have checked View all, Modify all options on Property object.

If any permission set has View all or Modify all checked, please do the following:

  1. Setup – permission sets – clone permission set (with checked View (Modify) all)
  2. Uncheck View all and Modify all options on Property object for this permission set – save
  3. Assign cloned permission set to the user and delete old one.