Articles by tag: Search

Ways to Search

Tagged with: Search
  1. Keyword Search:

2. Scan Search & Filter: Access the Property record, and find all related Inquiries, Availabilities, Deals & Leases to that Property.

Example: You can “view all” Leases in Merit Tower, or use filters to refine the views such as those expiring this year or filter Deals by a specific Stage. These filters are temporary (clear when you log out) and are personal.

Ascendix Search license management

Tagged with: Search

These instructions cover Ascendix Search license management after the trial period for paid subscribers.

  • UnAssigning Licenses
    • Click on the gear icon in the top right corner of your screen and select setup
    • In the quick find bar on your left type in Installed Packages and select it
    • Click Manage Licenses next to the Ascendix Search package
    • Click Remove next to the user you would like to assign the license from
  • Assigning Licenses
    • Click on the gear icon in the top right corner of your screen and select setup
    • In the quick find bar on your left type in Installed Packages and select it
    • Click Manage Licenses next to the Ascendix Search package
    • From here you can assign the Ascendix Search licenses to all users that should have it
  • Assigning Permission Sets
    • Click on the gear icon in the top right corner of your screen and select setup
    • In the quick find bar on your left type in Permission Sets and select it
    • Locate the Ascendix Search User permission and select it
    • Click on Manage Assignments and add all users that should have the standard access
    • Click on Manage Assignments and add all users that should have the standard access

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!

Setting Limits for Exporting, Bulk Edit & Mass Emails

Tagged with: Search, Configuration

This feature allows you to control the number of records a user can bulk edit or create in a single action or the number of records a user can export in any single operation.

Also, you can define the number of emails that a user can send.

Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.

Navigating to Ascendix Search Setup

Step 2. From here set the limits for exporting, bulk editing and the maximum number of emails a user can send in a single action

Ascendix Search Limits

Ascendix Search limits:

The maximum number of activities a user can create in a single action: up to 500

The maximum number of emails a user can send in a single action: 150 emails

The maximum number of records a user can export in a single action: up to 50,000 records.

Adding Ascendix Search to the App Ribbon Bar

Tagged with: Search, Configuration

Adding Ascendix Search to the Ribbon Bar allows the application to be easily accessed by your users.

Before getting started, determine which Apps will need to have Ascendix Search added to the App Ribbon Bar. In our example, we will be using Sales.

Step 1. Click on the gear icon and select Setup.

Step 2. Enter App Manager in the Quick Find bar and select the highlighted result.

Step 3. Select the App you wish to add Ascendix Search to and select Edit from the drop-down.

Be sure you are selecting the Lightning version of the app

App manager

Step 4. Click on Navigation Items and select Ascendix Search from the Available Items section. Use the arrow buttons to move Ascendix Search to the desired location.

Adding Ascendix Search to the navigation ribbon

That’s it!

Now you can easily access Ascendix Search right from the ribbon!

Ascendix Search in the ribbon

Salesforce Classic

To enable Ascendix Search in Salesforce Classic following these steps:

  1. From Setup, enter Tabs in the Quick Find box, then select Tabs
  2. In the section, Visualforce Tabs click the New button
  3. Step 1. Enter the Details
    • For the field Visualforce Page select Search [ascendix_search__Search]
    • For the field Tab Label enter Ascendix Search
    • For the field Tab Name enter any unique value
    • Click the lookup selector for the field Tab Style
    • Click the button Create your own style
    • For the field Color select any color
    • Click the Insert an Image button
    • Under file location select Search then press the Go button
    • Click the name Ascendix Search
    • Click the OK button
    • Click the Next button
  4. Step 2. Add to Profiles
    • Choose the user profiles for which the new page tab will be available. You may also examine or alter the visibility of tabs from the detail and edit pages of each profile
    • Click the Next button
  5. Step 3. Add to Custom Apps
    • Choose the custom apps for which the new custom tab will be available. You may also examine or alter the visibility of tabs from the detail and edit pages of each Custom App
    • Click the Save button
  6. Created a Remote Site Setting
    • ​Switch to Salesforce classic view
    • Copy domain URL into the clipboard
    • ​​From Setup, enter Remote Site Settings in the Quick Find box, then select Remote Site Settings
    • ​Click the New Remote Site button
    • ​For Remote Site Name enter RemoteUrl
    • For Remote Site URL paste URL from clipboard
    • Click ​the Save button

Enabling Ad-Hoc Lists for Additional Objects

Tagged with: Search, Configuration

By default, Ascendix Search enables Ad-Hoc Lists for Accounts and Contacts.

To enable additional Ad-Hoc Lists such as Opportunities or Leads:

Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.

Navigating to Ascendix Search Setup

Step 2. Select the check box next to the appropriate object in the “Ad-Hoc Lists” section of Admin Settings in Object Manager.

Ascendix Search Enabling Ad-hoc lists

Step 3. Click the Security button and select the profiles to grant access to this Ad-Hoc List relationship and Save

Set Ad-hoc list security

You are done!

Watch this video to see how to create your Ad-Hoc Lists:

Further Reading:

Enabling Searchable Objects

Tagged with: Search, Configuration

By default, Ascendix Search enables Accounts and Contacts to be searchable. To enable additional objects such as Opportunities, Leads, or Custom Objects, select the check box next to the appropriate object in the “Label” section of admin settings in Object Manager.

Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.

Navigating to Ascendix Search Setup

Step 2. Select all the objects you want to become searchable.

Ascendix Search searchable objects setup

That’s it!

Now you can select these objects in the Search for of Ascendix Search.

Record Detail Tabs Configuration

Tagged with: Search, Configuration

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:

Add a Custom Tab 

  • 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
Configuring Custom Tabs Ascendix Search App for Salesforce

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:

<aura:component implements=”force:appHostable,flexipage:availableForRecordHome,force:hasRecordId” access=”global”>
    <aura:attribute name=”recordId” type=”String” />
    <ascendix_search:adHocLists recordId=”{!v.recordId}” />
</aura:component>

The following requirements should be noted:

  • The Lightning Web Component must accept the record ID as a parameter
  • The Aura Lightning Component wrapper must implement the following interfaces:
    • force:appHostable
    • flexipage:availableForRecordHome
    • force:hasRecordId

Enabling Notes

Tagged with: Search, Configuration

To allow users to create notes from with Ascendix Search you must enable the enhanced version of the Salesforce note-taking tool:

Step 1. Click on the gear icon and select Setup.

Step 2. Enter Notes Settings in the Quick Find bar and select the highlighted result.

Step 3. Check Enable Notes and select Save when done.

Enable Notes

Step 4. Configure notes according to the Salesforce documentation.

Prevent Users from Adding & Removing Search Criteria

Tagged with: Search, Configuration

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
  • Save
Ascendix Search enable search for users

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).

Learn Also:

Decide Which Fields Are Searchable

Allow Users to Relate Multiple Contacts to Tasks and Events