Ascendix Search Free Trial

We offer a 30-day free trial period with no limit on users! To start your free month, simply go to Ascendix Search AppExchange listing and click the Get it Now button.

Ascendix-Search-Free-Trial

Ascendix Search Install & Basic Configuration

Ascendix Search is a Salesforce Appexchange app which means that you’ll need to go to AppExchange to get it installed.

Watch this video to learn how to install and configure the app:

Make sure you have Admin rights to be able to install Ascendix Search.

1. Go to Ascendix Search AppExchange listing.

2. Sign in into your Salesforce. To sign in, select the Log In from the top right of the page.

3. Once you are signed in, select the green Get It Now button.

4. Choose the environment you want to install Ascendix Search into. We recommend always installing apps in a Sandbox so you can test them.

Learn more about Salesforce environments here.

5. Confirm Installation Details, agree to the Salesforce terms and conditions, and click the Confirm and Install button. You’ll be forwarded to the Salesforce login page and will need to re-enter your credentials to proceed.

6. You are almost done! Now grant access to Admins only. You may receive a message indicating the package is taking a long time to install, just click Done.

7. That’s it! Check your inbox to see an email confirmation from support@salesforce.com.

Now it is time to configure Ascendix Search as you wish, decide what objects you want to search for, locate on a map, and other details. Find the detailed instructions on Ascendix Search configuring in our Admin Guides.

Having troubles? Contact our support and we’ll help you!

Ascendix Search Knowledge Center

Explore all ins an outs of Ascendix Search, find Admin and User guides, how-to videos in our knowledge center.

Users Love Ascendix Search

Claire Pistek
Director of Marketing and Operations, Quantum Real Estate Advisors

The easiest search tool for our prospecting! We migrated over to Salesforce from Dynamics 365 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, 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 given us valuable insight into where our data may be lacking and how to improve on that.

Chris Pearson
IT Director, HFF

Killer App + Responsive Support. This app fills a much-needed gap in Salesforce Search & List Views - the ability to apply more granular filters, cross-object relationships - and game-changing features such as maps and charts. Not only has Ascendix helped us along the way with getting the app and up and running- they actively listen to our feedback and have made the product better based on the needs of our organization. If you are looking to bridge the gap between List Views & Reports - this is the app for you.

Guillermo García
Real Estate Advisor, Broker, Lee & Associates

Close in on your prospecting. I've been using the search feature for a couple of month's now and I must say I am happy with it. I like that I could narrow down to the square footage size of the buildings. Some clients are really specific on what they require and I don't want to set a deal up with something that is too small or just too big for their taste. I find it easy to customize the search options to give me just what I need to target.

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.

Frequently Asked Questions

What do I get with this trial?

The trial gives you access to all the features of Ascendix Search:

  • Export leads from Salesforce to Excel in one click.
  • Run advanced searches with clicks, not code.
  • Perform multi-criteria, cross-object searching.
  • Run geospatial search & locate objects on maps.
  • Cross filter any Salesforce records.
  • Create related lists in Salesforce in minutes.
  • Save & personalize default views.
  • Stop doing many things one by one.
  • Bulk update any objects.

All in one place!

What is your pricing?

Ascendix Search is $15 per named user per month. It means that you can get as many licenses as you need. We have special pricing for Nonprofits: $10/user.

Why Ascendix Search?

Ascendix Search helps you find all data you need faster, easier so you can be more productive and spend less time working with your CRM. Moreover, lots of actions that you do one by one right now can be automated with our tool.

E.g. one of our clients, scheduled blocks of meetings one by one with contacts and no longer have to do that with our tool.

Can We Help You Get Started?

Would you like a little help getting started with Ascendix Search? Contacts us and 1-on-1 help will be on its way.

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