Ascendix Search Configuration

A step-by-step guide on how to configure your Ascendix Search app for Salesforce

Ascendix Search Configuration

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In this post, we’ll show you how to configure Ascendix Search. You shouldn’t be an experienced Salesforce user to do it. It is all about clicks.

Let’s dive right in!

Adding Ascendix Search to the Navigation Menu

First, let’s add Ascendix Search to the Salesforce navigation menu so each user can easily access it.

In Salesforce, different apps can have different sets of tabs. So first decide which apps should have an Ascendix Search tab.

Here is how to add Ascendix Search tab to the menu:

Step 1: Navigate to Setup > App Manager.

Step 2: Select the App you wish to add Ascendix Search to and select Edit from the drop-down.

Make sure to select the Lightning version of the app. Ascendix Search works in Salesforce Classic too, but this post is about Lightning.

Step 3: Click on Navigation Items and choose Ascendix Search. Use the arrow buttons to move Ascendix Search to the desired location.

That is!

Ascendix Search Setup

Before you could proceed, you should accept the License Agreement. Once you do it, you’ll see Ascendix Search Setup.

To access Ascendix Search Setup ⚙️, open Ascendix Search and click on the ⚙️ Settings icon on the right top corner of the app.

Enabling Searchable Objects

The first thing you want to do is to select and configure which objects users can search for. By default, Ascendix Search enables Accounts and Contacts to be searchable.

Here is how to enable additional objects (both standard and custom ones):

Step 1: Navigate to Ascendix Search Setup⚙️

Step 2: Select Object Manager Tab

Step 3: Check objects that should be available for search and click save

Besides this, here you’ll be able to configure the following for each object:

  • Configure related lists displayed in the details area
  • Configure default columns displayed in search results and related lists
  • Configure custom tabs displayed in the details area
  • Configure which fields are available to be used as search criteria and as results columns
  • Enable/Disable Ad-Hoc Lists (this is your custom lists to help you categorize your records without having certain field values, e.g. baseball fans, or Dreamforce leads).
  • Turn on geolocation

Click on the corresponding icon and follow the instructions. These settings are optional and you can skip them.

However, if you have multiple objects and fields, it is a good idea to define which fields, objects your users might need to decrease the number of choices.

Enable Geocoding for Selected Objects

Ascendix Search can geocode your records and will let you search for data using maps. You should enable this feature for each object you wish to geocode:

Step 1: Navigate to Ascendix Search Setup ⚙️

Step 2: Select Object Manager Tab

Step 3: Select Mappable for the Objects you wish to geocode

Step 4: Click Configure

Step 5: Select a geolocation field (select a field with the address)

Step 6: Click Ok and Save

Now you are ready to perform your map search!

By default, we use OpenStreetMaps as a map provider. It’s free and doesn’t require any additional setup. We also support Google Maps. Google Maps allows for up to 25,000 map loads per 24 hours and requires a key with an associated billing account.