Change the way you use Salesforce, get the most of your data, and unleash hours to reach your goals.
Start now with an Ascendix Search demo.
Ascendix Search powers up general Salesforce search operators.® The app will let you perform multi-criteria, multi-object searches by simply entering required values and selecting search operators.
Advanced functionality includes map search, search via charts, additional search operators, relative date operators, NOT IN, OR conditions for related objects, and more!
Once you get the list of records, you can bulk edit, mass follow/unfollow, export to Excel, add multiple notes, tasks, events in one action or send a mass email to them. Now your Salesforce data starts working for you!
Help your team find the Salesforce data they need faster and easier with Ascendix Search. Users can create various advanced searches in a simplified interface and now can do it without the help of Salesforce Admin. From day one!
Filter and search Salesforce data fast and easy using various filtering criteria that are not available out-of-the box.
Create Salesforce related lists in a few clicks. Customize search results with data from related objects.
Use a map to perform a search of your Salesforce records. Locate your Salesforce list to map.
Bulk update and mass edit any Salesforce objects. Add multiple notes, schedule calls and events and send mass emails.
Export records from Salesforce to Excel with a few clicks. Decide who can export data and manage limits.
Instantly visualized your search results with charts and graphs. Filter search results by interacting with charts.
Generate reports by pulling Salesforce data and images. Quickly create your activity reports and see your future tasks.
Save and share lists with your team. All lists are automatically updated by set criteria. Personalize lists for each user.
Automatically generate lists of prospects to follow up. Identify prospects that require your attention.
“ Adding Ascendix Search to Salesforce, is the equivalent of providing your CRM a brain. It can take the data you have curated and churn out call lists, e-mail campaigns and follow up protocols which will only underscore the value of your CRM. It is super user-friendly, and the Ascendix Team is always there to help get you on the right track. It is without a doubt the most valuable component to my CRM. ”
We’ve simplified and empowered searching for your Salesforce data. Build granular lists of records with a few clicks. Add search criteria (1), type required values (2) or select them from a drop-down list (3), add related objects (4), leverage OR, AND, NOT IN operators (5). Fast and Easy!
Access search operators and filters that are not available in a native Salesforce or can be used only in the report writer of Salesforce.com. With Ascendix Search app, you can filter your data using various Salesforce filter criteria, including relative date filters like “Next X Days”, “Last X Months”, “on or before X weeks” and many more.
Also, we’ve added operators like “between”, “in”, “starts with”, “is not blank” to decrease complexity in building search.
An improved user interface is another key reason why companies prefer using Ascendix Search for their records search. For example, you can simply select values to search from the picklists fields whereas in a native Salesforce you would need to type each value on your own.
Search for Salesforce records from multiple locations by drawing geometric shapes on a map. Convert Salesforce lists to a map in order to analyze your data and plan your meetings and campaigns.
Salesforce limits the columns that are included in a list view to just those associated with the record from which you are creating the view.
With Ascendix Search, columns can be added from parent objects to further enhance the value of the data being presented.
View a list of records along with a preview panel for a highlighted record within that list. Instead of having to toggle from a list view to a detail form, the end-user can now flip from record to record to see the detail.
Incorporate charts and graphs with your search results to bring insights to the data.
“ The Easiest Search Tool for our Prospecting! We migrated over to Salesforce from Microsoft Dynamics with an overwhelming amount of data and no easy, straightforward way to sift through it all. Ascendix Search has given us the ability to create customizable views for prospecting and targeted marketing. It is extremely user-friendly and great for those who were overwhelmed with reports. The page-split view means you never have to toggle between records and your results. This has been helpful when we need to visualize the data on a map. Ascendix Search has revolutionized the way our brokers cold-call. It has also given us valuable insight into where our data may be lacking and how to improve on that. ”
Quite often, you need to see data from more than one Salesforce object, e.g. you want to see all contacts that work for accounts from Financial services industry that are not clients.
It is a matter of a few clicks to build related list in Salesforce with our app.
Categorize or group your contacts based on your own business needs by using our Ad-Hoc Lists. Users can add any records to the lists without creating additional custom fields.
For example, you can create a ‘Baseball fans’ list so you can easily find people to invite to the next baseball game.
This is an advanced Salesforce tagging with the ability to mass email and mass update the records in the list in the future. What is more, you can filter results by those that belong to a specific Ad-Hoc List.
Do you want to export contacts from Salesforce to Excel or CSV? Ascendix Search app supports the Salesforce data export of all objects. Admins can set the limit of the maximum number of records a user can export in a single action and forbid exporting at any time.
Ascendix Search makes Salesforce data export easy:
1. Select the records you want to export.
2. Click the ‘Export to Excel’ button.
3. That’s it! A Results.xls file will be downloaded with the exact data presented in search results.
With Ascendix Search, you can mass update and mass edit any Salesforce objects: leads, contacts, accounts, opportunities, cases, or any other objects.
It is super easy to mass edit your Salesforce data:
1. Select records you want to edit.
2. Enter the new field value(s).
3. Click the ‘Save’ button.
You can bulk update up to 2,000 records at once. This feature may be enabled for everyone, for Admins only or for no one.
Looking for a simple way to mass email in Salesforce? Ascendix Search lets you send mass emails to leads, contacts or other custom objects. All sent emails will be recorded as an activity for each email recipient.
In a native Salesforce, there is no direct way of using Salesforce reporting on records that you follow in Salesforce. Also, you can’t follow records in bulk.
Ascendix Search lets you mass follow and unfollow records. Also, we introduced a ‘followed by me’ search operator to let you quickly get a list of records you follow.
Why doing repetitive actions if you can automate them? Unleash more time for actual work and keep your Salesforce up-to-date. Ascendix Search lets you create multiple actions at once.
Select multiple records from a list view and log a call, add a note, schedule events or tasks for each record in one movement.
Ascendix Search lets you do more with your Salesforce data: create lists of prospects, track all activities, keep your Salesforce clean and up to date, automate repetitive actions, and get more time for high-value work.
Ascendix Search was created on request of users of our AscendixRE app for Salesforce. Native Salesforce search wasn’t intuitive enough. Also, it didn’t allow users to search for records by the map and it missed important filter criteria to be able to track lease expirations, move-in dates, latest activities, and more.
The app lets you search for properties, availabilities, leases, contacts, leads, and anything else so you can create precise lists based on multiple criteria.
Locate your records on a map and filter searches by map. Export your lists to Excel and mass edit and generate CRE brochures and reports by pulling images and data from Salesforce with a report writing functionality.
Looking for a recruiting app for your Salesforce org? Ascendix Search app adds a powerful search engine to your Salesforce letting you get lists of candidates, employees, and vendors fast.
Ascendix Search is available for purchase for all Salesforce Sales Cloud and Service Cloud users. AscendixRE Enterprise and Unlimited users get Ascendix Search at no additional cost.
You'll be billed annuallyPerfect for testing
No Credit Card Required
All-You-Need
/month
Special Pricing for Nonprofits
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Although the Salesforce search and reporting facility is great, there are several limitations when it comes to more advanced searches:
“ For years, we have supported our customers who use Salesforce by knowing their business so that we can help to optimize their orgs. Though this process does resolve our customer's needs, the time from the case opening to the time that the case is resolved, on average, is about a day and half. Our customers understand this and simply wait for the report then use it once to handle their need and then the report, most of the time, doesn't get used again. So, we spend a lot of time-solving for short-term needs with long-term focused tools to generate information that really is needed right then when the case is opened. That was until we discovered the power of Ascendix Search. Through Ascendix Search testing, we have discovered that we are capable now of offering this tool to our customers to provide a user-friendly solution to capture a view of their data without writing reports. Users can now search many objects, select specific fields, filter, and export the view. ”
Sure! We offer a trial without limits. To start it right now, simply go to the Ascendix Search AppExchange listing and click the Get it Now button.
Yes! You should be a Sales Cloud or Service Cloud user to use Ascendix Search. Also, Ascendix Search is available for all AscendixRE users.
Check out our knowledge base. Ascendix Search is an easy-to-use and very straightforward app. We create new help posts and videos on a regular basis to help you get the most out of our app from the first days of its use. You can also talk to our Sales team.
Sure! We’ll be happy to offer special pricing when you buy 50+ licenses. Contact our Sales team for the quote.
Ascendix Search is an app for Salesforce users. Login to your Salesforce to access it. Depending on set up, you can see the Ascendix Search app as one of the tabs or by clicking App Launcher and locating its name.
We’ll be happy to assist! First, have you checked our knowledge base? Please feel free to contact us at support@ascendix.com.
Request a live demonstration of Ascendix Search to see how it can solve your challenges.
No
Our application allows users to search for existing Salesforce records, but only those record types they already have access to.
Our package includes two permission sets one that provides general access to product features, while the other grants access to admin features. We do not modify any existing profiles or permissions during our installation process.
Absolutely! We include security checks throughout the application to ensure users never access data they do not have read/write access to. As with any application listed on the Salesforce AppExchange, our product has to undergo a rigorous security review before being made available. With each release, we review our security implementation and run manual & automated tests to verify compliance.
No, unless you enable our Composer feature. For our Composer feature, data is sent to our Composer service to render reports.
Generated Composer reports are stored within our Composer service, but not the underlying data used to generate the reports.
Updates are delivered either via patches or full releases, depending on the scope of the changes included. A patch update can be pushed to a Salesforce organization where the package is installed, this is our preferred method of pushing updates.
These types of updates allow us to incrementally add new features and fix reported issues, without requiring additional installation steps.
For larger changes or those that introduce new components, we deliver updates via a full release.
Full releases require the admin of the Salesforce organization to install the update via a URL we provide.
We include a few custom objects to support the creation of saved searches, but search results themselves are never saved. Our Ad-Hoc Lists feature uses a custom object to store IDs of records in the list, but the records themselves are never stored in our custom objects.
Salesforce Admins can install Ascendix Search on AppExchange for you to enjoy all functions.