Advanced Salesforce Search Made Easy

Help your team get the most out of their Salesforce data without writing and waiting for reports. Try it for Free now!

Ascendix Search for Salesforce

Ascendix Search is an advanced searching and productivity-boosting app for Salesforce®. No reports, double fewer clicks.

  • Filter and search Salesforce data fast and easy.
  • Create Salesforce related lists in a few clicks.
  • Decrease report number and report generation time.
  • Personalize list views for each user.
  • Stop doing lots of actions one by one.
  • Bulk update, mass edit any Salesforce objects.
  • Export records from Salesforce to Excel.
  • Perform geospatial search.
  • Search and analyze data using charts.
  • Generate reports and send them via email.

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Ascendix Search Reviews

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.

Michael Branton

Admins: Increase Salesforce Adoption and Usage

  • Help your team spend most of their time doing their actual work.
  • Deploy personalized search templates to reflect the specific interests of users.
  • Increase engagement of users.
  • Streamline repetitious actions.
  • Reduce requests to build reports or list views.
  • Increase data quality with bulk edit features.
  • No Training is needed.
  • Detailed Documentation and great support.

Sales Reps: Unleash Your Time For More Calls, Meetings & Deals

  • Stop spending hours running new reports to find quality accounts to call.
  • Prioritize key accounts and save 20%-30% of your day.
  • Create and save calling lists with just a few clicks.
  • Increase call activity and your pipeline.
  • Create contact or account lists based on relationship to opportunities and other related objects.
  • Change territories, sales reps in bulk.

Marketers: Get The Most Out of The Data

  • Build precise marketing lists in a few clicks.
  • Export your lists to Excel/CSV in one click.
  • Define the optimal event location by displaying your leads/clients on a map.
  • Identify top territories to target and reallocate your budget.
  • Segment your lists by any criteria including information from the related objects! E.g., you can filter contacts that work for accounts with $15M annual revenues or more.



Ascendix Search Pricing

Ascendix Search is $15 per named user per month. Get as many licenses as you need.

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Salesforce Related Lists

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.

  • Create related lists in Salesforce in a few minutes.
  • Save and share custom related lists.
  • Add columns from any related objects to your results view.

Exporting Salesforce Data

Do you want to export contacts from Salesforce to Excel or CSV? Ascendix Search app supports Salesforce data export of all objects.

Ascendix Search makes Salesforce data export super easy:

1. Select the records you want to export.

2. Click the ‘Export to Excel’ button.

3. That is! A Results.xls file will be downloaded with the exact data presented in search results.

Salesforce Bulk Updates and Edits

With Ascendix Search, you can mass update and mass edit any Salesforce objects: leads, contacts, accounts, opportunities, cases and 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.

Ascendix Search Reviews

After using Ascendix Search for a few weeks, there is no way I can go back. It is so much easier and more efficient to use than reports, and you can really hone your criteria in a way that's not possible anywhere else. Additionally being able to use the dual pane view and see locations, make updates, or view related records is a huge boost to productivity. I highly recommend it!

Adam Rezner

Salesforce related lists, Ascendix Search

Other Ascendix Search Features

Multi-Conditional Search

Build views based on attributes not related to the core record type you are building the view for. The list view building tools in Salesforce limit you to attributes within the lease object and do not allow you to traverse objects to include other filter criteria.

Viewing Related Lists for Records in a List View

From a list view, you can view the related lists for records without toggling back and forth form list view to detail forms.

Apply Charts and Graphs to List Views

Incorporate charts and graphs with your search results to bring insights to the data. It is an easy-to-use, intuitive app your team will actually use.

Easy to Use Templates

We've simplified the complex search by allowing administrators to build templates that "flatten" out the database and make available commonly requested searches for users who simply fill out values in the fields provided to conduct their searches. Search allows users to get to the information they need without involving the admin to create a report. We support the build-out of search templates for not only the core objects but custom objects as well.

Map Search

Use geometric shapes such as circles or polygons to define which area to search for various records.

Add Additional Columns in List View

Salesforce limits the columns to be 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.

Ad-Hoc List Creation

Create Ad-Hoc lists to group records together on a subjective basis rather than have them driven by a search criteria.

Preview Panels for List Views

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.

Expanded Search Operators

We've added operators like "between" and "Next X Days, Last X Months" to decrease complexity in building search. While some of the operators exist in the report writer of Salesforce.com, they are absent in the list view building tools.

Salesforce Limitations We Solve

Although Salesforce search and reporting facility is great, there are several limitations when it comes to more advanced searches:

  • Getting some list views is too complex for the average user.
  • Limited multi-conditional searches with Salesfore reports and a list view builder.
  • Some users even don't know about Salesforce report writer and it might be too complex for others.
  • In many organizations, users request reports from Admins and need to wait around a day to get the required data.
  • Lots of reports are created to use one-time only while it might take a day or a few to get them.