Ascendix Search App for Salesforce

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.

• 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.

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.