Ascendix Search App for Salesforce

Change the way you use Salesforce, get the most of your data, and unleash hours to reach your goals.

Start now with a free 30-day Ascendix Search trial.

Advanced Salesforce Search Solved!

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!

Ascendix Search Features

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!

Powerful Data Search

Filter and search Salesforce data fast and easy using various filtering criteria that are not available out-of-the box.

Related Lists

Create Salesforce related lists in a few clicks. Customize search results with data from related objects.

Map Search

Use a map to perform a search of your Salesforce records. Locate your Salesforce list to map.

Bulk Actions

Bulk update and mass edit any Salesforce objects. Add multiple notes, schedule calls and events and send mass emails.

Easy Export to Excel

Export records from Salesforce to Excel with a few clicks. Decide who can export data and manage limits.

Search by Charts

Instantly visualized your search results with charts and graphs. Filter search results by interacting with charts.

Reports

Generate reports by pulling Salesforce data and images. Quickly create your activity reports and see your future tasks.

Saved Searches

Save and share lists with your team. All lists are automatically updated by set criteria. Personalize lists for each user.

Prospecting Tools

Automatically generate lists of prospects to follow up. Identify prospects that require your attention.

Powerful Data Search

Filter and search Salesforce data fast and easy using various filtering criteria that are not available out-of-the box.

Related Lists

Create Salesforce related lists in a few clicks. Customize search results with data from related objects.

Map Search

Use a map to perform a search of your Salesforce records. Locate your Salesforce list to map.

Bulk Actions

Bulk update and mass edit any Salesforce objects. Add multiple notes, schedule calls and events and send mass emails.

Easy Export to Excel

Export records from Salesforce to Excel with a few clicks. Decide who can export data and manage limits.

Search by Charts

Instantly visualized your search results with charts and graphs. Filter search results by interacting with charts.

Reports

Generate reports by pulling Salesforce data and images. Quickly create your activity reports and see your future tasks.

Saved Searches

Save and share lists with your team. All lists are automatically updated by set criteria. Personalize lists for each user.

Prospecting Tools

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.

Michael Branton

How Ascendix Search Improves Salesforce

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Easy & Powerful Salesforce Search Tools

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!

  • Simply fill out values in the fields to conduct your search.
  • Search data for core and custom objects.
  • Save your searches to re-use in the future.
  • Share your saved searches with team members.
  • Build views based on attributes not related to the core record type you are building the view for.
  • Get the information you need without involving the Admin to create a report.
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New Search Operators & Filters for Salesforce

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.

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Salesforce List to Map & Salesforce Geo Mapping

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.

  • Measure a distance between objects
  • Customize size, color, and shape of map markers
  • Geocode custom objects
  • Define what values to display when you click on the pushpin on the map
  • Use Google Maps or OpenStreetMaps as a geolocation service
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Add Additional Columns in List View

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.

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.

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Filter Salesforce Data with Charts and Graphs

Incorporate charts and graphs with your search results to bring insights to the data.

  • Get a quick overview of your search results with charts and graphs.
  • Customize and prebuild charts for every object.
  • Dig deeper into data, find patterns, and identify trends.
  • Spot mistakes, typos, missed data and correct it in bulk.
  • Filter search results by selecting segments of charts and graphs.
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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.

Claire Pistek
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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 within a few minutes.
  • Save and share custom related lists.
  • Add columns from any related objects to your results view.
  • Have a holistic view of all accounts and their contacts with related objects in a single view.
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Ad-Hoc Lists: Upgraded Salesforce Tags

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.

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Exporting Salesforce Data

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.

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Salesforce Bulk Updates and Edits

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.

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Salesforce Mass Emails

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.

  • Build precise email lists using multiple criteria, including the ’email is not blank’ which is not available in Salesforce.
  • Send mass emails to your saved searches & system views, Ad-Hoc Lists, search results or selected records.
  • Insert images, add attachments from your computer or shared documents.
  • Use saved templates to increase efficiencies.
  • Export email lists from Salesforce to Excel.
  • Save last mass email dates or other important info thanks to mass edits
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Mass Follow Salesforce Records

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.

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Salesforce Mass Actions

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.

  • Save all important notes and updates.
  • Create multiple tasks and mass update them.
  • Add comments about the recent activities.
  • Log all calls after your call campaign is finished.
  • Record your campaigns outside of Salesforce.
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Try Ascendix Search for Free

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.

Improved custom service Ascendix Search case study | Ascendix

Ascendix Search for Commercial Real Estate Brokers

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.

Improved custom service Ascendix Search case study | Ascendix
Out of the box flexibility Ascendix Search case study | Ascendix

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.
  • Mass email your leads and contacts.
  • Create contact or account lists based on relationships, opportunities, and other related objects.
  • Change territories, sales reps in bulk.
Ascendix Search for Recruitment

Upgraded Salesforce for Recruitment Agencies

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.

  • Search for candidates that meet all your criteria.
  • Create lists to categorize candidates as you wish and reuse it.
  • Export lists of candidates to Excel.
  • Change statuses of candidates, record previous touches outside of Salesforce with our mass edit, and mass action features.
  • Perform map search to be able to find all candidates from a specific region instead of typing multiple towns or getting candidates who live too far from you.
Ascendix Search for Recruitment
Ascendix Search for Marketers

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.
  • Send mass emails in Salesforce.
  • Mass update records with the latest marketing campaign dates or anything else
  • 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! For instance, you can filter contacts that work for accounts with $15M annual revenues or more.
White glove concierge & support services Ascendix Search case study | Ascendix

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 repetitive 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.
White glove concierge & support services Ascendix Search case study | Ascendix

Ascendix Search Pricing

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 annually

Free Trial

Perfect for testing

$0

No Credit Card Required

  • 30 days of free access
  • All Features
  • No limits email support
Start Free Trial

Ascendix Search

All-You-Need

$15

/month

Special Pricing for Nonprofits

  • Salesforce related lists, multi-criteria filters
  • Mass updates and mass actions
  • Geo search, list to map
  • Export to Excel
  • Saved Searches
Request a Demo

Users About Ascendix Search

Cormac O'Reilly
Business Analyst, Savills Ireland

It's a massive timesaver. Before we started using Ascendix Search, it would have taken four hours to go through and look through every Excel file, put the information together and then to check and make sure it was up to date. Now it takes us 10 minutes to do it in Ascendix Search.

Brett Visintainer
Principal, Visintainer Group

It is what we work off every single day. Ascendix Search allows us to keep our data from being static and now utilized the way I always envisioned. The mapping system, tracking, and simplicity of how to use it makes our jobs much easier. Highly recommended!

Karen Weaver
Metropolitan Capital Advisors

Easy and Efficient. We have been using the Ascendix Search tool for about 3 or 4 months. It has been a process trying to input all of the data into the system since we had so many duplicates and some outdated information. Now that we have uploaded all of the information, however, the search tool has been an absolute breeze. We showed it to our brokers and analysts and they picked it up instantly with no further explanation. The most useful tool has definitely been the filtering function for capital sources and then exporting those lists to Excel. It is great to get a long list of sources in just a few clicks. This has increased the speed of generating a sourcing sheet and has added some sources that we would not have thought of immediately. We absolutely love this search tool and highly recommend it to any commercial real estate firm.

Hal Penchan
Altschuler and Company

Speed is key. We have been using the Ascendix Search for over a year now. The largest benefit to us has been in the ability to quickly locate information via the map, without having to filter after the search. For example, we need to find lease/sale comps for a specific area that may cross over into multiple zip codes. Go to the map, draw the polygon and there are the comps we need. In addition, finding lease expirations for prospecting purposes via the same search process. The less time we have to spend looking for information and the more time we can spend on actionable items exponentially increases productivity!

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See how Ascendix Search can upgrade your Salesforce experience. Type your contact details and we'll get in touch to demonstrate Ascendix Search.

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Salesforce Limitations Ascendix Search Solves

Although the 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 don't know about the 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 two to get them.
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Simplifies List View Creation
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No Need to Wait for Reports
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Minimizes Report Number
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Gives More Search Options
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Reduces Manual Actions
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Keep Your Salesforce Clean
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Easy Onboarding of Newcomers

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.

Michael McGibbony, President/COO White Rock Technologies, Inc.

Ascendix Search FAQ

Can I try Ascendix Search for free?

Sure! We offer a free 30-day trial without limits. To start your free month, simply go to the Ascendix Search AppExchange listing and click the Get it Now button.

Should I be a Salesforce user to use Ascendix Search?

Yes! You should be a Sales Cloud or Service Cloud user to use Ascendix Search. Also, Ascendix Search is available for all AscendixRE users.

Where can I learn more about Ascendix Search?

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.

Do you have bulk discounts?

Sure! We’ll be happy to offer special pricing when you buy 50+ licenses. Contact our Sales team for the quote.

How do I login to Ascendix Search?

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.

I'm existing user and need your help

We’ll be happy to assist! First, have you checked our knowledge base? Please feel free to contact us at support@ascendix.com.

What CRM challenges do You solve?

  • User Adoption. Most users feel CRM systems are a one-way information highway and thus don’t feel compelled to use it – data gets entered, but it is challenging to get any meaningful data out; at least not without some frustration and involvement from other parties.
  • Most companies are sitting on a goldmine of data; they just don’t have the tools to mine for it. Without powerful yet easy-to-use data mining tools, many opportunities for target marketing and sales efforts go unrealized.
  • Time is Money. We’ve increased the speed in which it takes to get meaningful results from simple to complex searches cutting click counts in half if not more. Complete and accurate data increases the value of CRM for all. Ascendix Search allows for the bulk editing of one or more fields at a time.
  • Expediting of repetitive tasks. Take care of repetitive tasks such as scheduling phone calls and tasks and taking notes for multiple records at a time.
  • Efficiency in building views of data. Search for data first and then determine if a list view needs to be saved. The more specific the search criteria, the more complicated the search becomes until now.
  • Easy-to-use templates make even novices advanced search specialists. Greater utility of list views. Allowing end-users to build views across objects expands the usefulness and insight that can be derived from views.
  • Remove the dependence on report writing. While there is undoubtedly a time and place for creating reports, often the report writer is being used to accommodate some of the shortcomings of the list view builder. Unfortunately, not all end users find the report writer that approachable.
  • Inefficiencies in geography/location-based searching. For those companies that need to see their data in maps to effectively visualize their location, filtering by city, state, zip, or other address-oriented fields becomes inefficient and inflexible.
  • Self Sufficiency Increase. If we don’t have to ask for help when using the tool, we increase the stickiness and the efficiency of usage.
  • Personalized experience promotes adoption and efficiency. End users can personalize their search templates to accommodate those scenarios that best reflect their use cases.
  • More efficiently share data with outside constituents. Using our export to Excel feature, end-users no longer have to create reports to push data to Excel.
  • Pictures are worth a thousand words – what search refinements and data mining opportunities would reveal themselves if you had a pictorial representation of that data.

Request a live demonstration of Ascendix Search to see how it can solve your challenges.

Is data stored or processed by a third party?

No

How Ascendix Search Interacts with Salesforce records?

Our application allows users to search for existing Salesforce records, but only those record types they already have access to.

How do you tackle permissions sets, profiles changing

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.

Does the app respect object and field permissions?

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.

Does data leave Salesforce?

No, unless you enable our Composer feature. For our Composer feature, data is sent to our Composer service to render reports.

Is data stored outside of Salesforce?

Generated Composer reports are stored within our Composer service, but not the underlying data used to generate the reports.

How updates are implemented?

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.

Do you create custom classes, triggers, objects, fields?

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.

Try Ascendix Search for Free

Salesforce Admins can install Ascendix Search on AppExchange and enjoy 30 days of all functions.