Advanced Salesforce Search Made Easy

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

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Ascendix Search for Salesforce

Ascendix Search is an advanced searching and productivity-boosting app for Salesforce®. Whether you are an experienced Salesforce admin or a novice Salesforce user, you'll be able to run advanced searches and perform multiple actions with your Salesforce records from the start. It is easy, intuitive and doesn't require any special training.

  • Filter and search Salesforce data fast and easy.
  • Create Salesforce related lists in a few clicks.
  • Bulk update, mass edit any Salesforce objects.
  • Add multiple notes, schedule calls, events and send mass emails.
  • Export records from Salesforce to Excel.
  • Search and analyze data using charts and maps.
  • Generate reports and send them via email.
  • Personalize list views for each user.
  • Locate your Salesforce list to map.

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Ascendix Search app for Salesforce reviews

Crucial Сomponent to Your CRM

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

Ascendix Search Salesforce Search Templates

Upgraded Salesforce Search

Easy to Use Search Templates

We've simplified searching and filtering of your Salesforce data. With Ascendix Search, any user can create lists of prospects, accounts, cases, properties, or any other objects fast and without external help.

  • 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.

Ascendix Search app for Salesforce extended filters

Expanded Filters for Salesforce

Getting meaningful results out of your Salesforce data should be easy. 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.

While some of the operators exist in the report writer of Salesforce.com, they are absent in the list view building tools. An improved user interface is another key reason why companies prefer using Ascendix Search for their records search. E.g., you can simply select values to search from the picklists fields while in a native Salesforce you would need to type each value on your own.

Change columns in Salesforce results with Ascendix Search

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.

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.

OpenStreet Maps Ascendix Search

Salesforce List to Map & Salesforce Geo Mapping

Ascendix Search converts Salesforce lists to map. Locate your search results on a map to analyze your data, plan your meetings and campaigns.

Searching for Salesforce data with maps is one of our core features. This Salesforce mapping tool lets you draw geometric shapes such as circles and polygons to define which area to search for various records.

What's more, you can measure a distance between objects and define what values to display when you click on the pushpin on the map.

You can choose Google maps or OpenStreetMaps as a geolocation service.

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 and find patterns, identify trends.
  • Spot mistakes, typos, missed data and correct it in bulk.
  • Filter search results by selecting segments of charts and graphs.

The Easiest Search Tool for our Prospecting!

We migrated over to Salesforce from Microsoft Dynamics with an overwhelmed 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 and 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

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.
  • Have a holistic view of all accounts and their contacts with related objects in a single view.

Ascendix Search app for Salesforce Ad-Hoc Lists, Salesforce Tags, Salesforce tagging

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.

It is an advanced Salesforce tagging with the ability to mass email, 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.

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

Salesforce Bulk Edit, Mass Edit, Mass Update Ascendix Search

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. This feature may be enabled for everyone, for Admins only and for no one.

Salesforce mass emails with Ascendix Search

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 emails dates or other important info thanks to mass edits

Salesforce Mass Actions

Why doing repetitive actions if you can automate them? Unleash more time for the 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.



Ascendix Search Pricing

Ascendix Search is $15 per named user per month. Get as many licenses as you need. We have special pricing for Nonprofits. Try Ascendix Search for free the first 30 days.

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Ascendix Search app for Salesforce commercial real estate

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 map and missed important filter criteria to be able to track lease expirations, move-in dates, last 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, mass edit and generate CRE brochures and reports by pulling images and data from Salesforce with a report writing functionality.

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, contacts.
  • Create contact or account lists based on relationship to opportunities and other related objects.
  • Change territories, sales reps in bulk.

Ascendix Search app for Salesforce for staffing agencies

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, 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 last touches outside of Salesforce with our mass edit, mass actions 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.

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 last 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! E.g., you can filter contacts that work for accounts with $15M annual revenues or more.

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.

Ascendix Search University video tutorials



Ascendix Search Video Tutorials

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. Check out our Ascendix Search video tutorials to see our app in action and learn more about its functionality.

Watch Video Tutorials

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.

Upgrade Your Salesforce with Ascendix Search

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. Get more time for high-value work.

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