Articles by tag: Map

Custom Map ​​​Icons Configuration

Tagged with: Map, Configuration

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

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.

Map Search

Tagged with: Search, Map

Ascendix Search app lets you locate your Salesforce records on a map, visualize and search information via drawing geometric shapes on a map so you can build highly targeted lists of records, plan your roadshows, and more!

Good to know about Ascendix Search Maps:

  • The app supports two Map providers: GoogleMaps and OpenStreetMap (our default provider).
  • Admins should enable Salesforce geocoding to use this feature.
  • By default, Salesforce supports geocoding of Accounts, Contacts, and Leads.  Ascendix Search supports the geocoding of custom objects.
  • The mapping feature will only work on valid addresses, partially filled addresses will not be recognized by the map component.

Whatever provider you’ll select you’ll be able to:

  • Locate your search results on a map
  • Use the map area as a search criterion. Think about the ability to search within multiple Zip codes or a certain area. It might be challenging or almost impossible without this feature.
  • Customize pushpins on a map – change color, shape or size:
Ascendix Search app for Salesforce highlighting
Ascendix Search app for Salesforce Record Details on a map

Read: How commercial real estate brokers can benefit from Ascendix Search

OpenStreetMap

OpenStreetMap is our default map provider. It is free to use, doesn’t require any additional setup, and it lets you:

  • Search your data using the map by either the current viewable area or shape (circle, rectangle, or polygon)
  • Display any saved shape on the map with loading a previously saved search
  • Change the shape by grabbing and dragging
  • Change map location via a search box
OpenStreetMap Interface

Ascendix Search – OpenStreetMap Interface

How to Search Salesforce Data with OpenStreetMap:

  1. Select the type of shape you want to use or enter a search term in the Search field on the map, e.g. Dallas or the United States.
  2. Draw shapes on a map, click the edit button to be able to move and resize your shape.
  3. Click any space inside the shape to grab and drag the entire shape. Make sure to save the edited shape to get the expected results.
  4. Click ‘Filter by Map’ button.

For rectangles, any edge can be grabbed to increase/decrease the width/height.

For polygons, any point can be grabbed to change the shape.

Measure Shapes

OpenStreetMaps also allows you to measure the distance between points on your map.

Click Show Measurements icon to show the size of the shapes.

Measure distance between objects Ascendix Search for Salesforce

Ascendix Search Interface: a Polygon with Measures

We show measurements in miles by default, but you can toggle to kilometers via clicking a button on the map.

When drawing a shape on the map the following will be displayed:

During drawing

  • Circles – radius
  • Polygons – a sum of sides length

When drawn

  • Circles – area
  • Rectangles – a length of each side and area

OpenStreetMap is easy, powerful, and free. Try it now!

GoogleMaps

Who hasn’t heard about GoogleMaps? Using it in combination with the Ascendix Search app, you’ll be able to visualize your records on a map and filter them by drawing geographic shapes.

It is not our default map provider, because it requires additional configuration. You must have a Google API key that allows for up to 25,000 map loads per 24 hours.

At the top, you will see various shapes that will allow you to highlight areas within the map.

By selecting a shape and highlighting a geographical area you can further refine criteria-based searches.

Ascendix Search google maps interface

Ascendix Search – GoogleMaps Interface

Ascendix Search Admins can easily switch between Google Maps and OpenStreetMap using Ascendix Search Setup. Learn more about available customizations in our Admin Guide.