Ascendix Search Update: Salesforce Geocoding and Enhanced Ad-Hoc Lists

July 29, 2021
4 min

The summer is here so our latest Ascendix Search update! Now you can geocode custom objects in Salesforce, customize your Ad-Hoc lists and add them as tabs!

Without further ado, here is a video overview of the new features:

 

 

 

In this Update:

  • Geocode Salesforce custom objects
  • Enhanced Ad-hoc lists

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Salesforce Geocoding

 

Are you looking for ways how to make Salesforce geocode address of your custom records?

With this release of Ascendix Search, we let you geocode any custom object as long as it has the required address fields and a geolocation field.

Currently, Salesforce provides support for geocoding accounts, contacts, and leads, via Data Integration Rules through Data.com.

It might be not enough if you wish to locate your custom objects on a map, e.g.,  brokers might find it useful to see all properties on a map.

While our AscendixRE users always could geocode property records, other non-commercial real estate users couldn’t do it before this release.

 

!The good news is:

Ascendix Search users will now be able to set up geocoding of any other objects. 

Please make sure to check Google Geocoding API pricing before using this feature.

Geocoding service is invoked when any of the following occur:

  • A record is created and at least one mapped address field has a value
  • A record is updated and at least one mapped address field has change
  • A scheduled job executes which queries records with at least one mapped address field with a value and a null lat/long
  • Data is imported (a subset of scenario “a”)

When geocoding is done, you’ll see the pushpins on a map and latitude/longitude details (if you add these columns to the Columns results):

 

Ascendix-Search-Custom-Object-Salesforce-Geocoding-Example

Ascendix Search – Example of Geocoded Custom Object “Conferences”

 

What’s in it for you? 

If you are a Recruiter and track Candidates as a custom object, you might leverage our map search facility to identify the best matches. If your company owns multiple shops, buildings, offices, you may want to easily filter them by a certain area.

Simply put, you can visualize your data on a map and use it as search criteria.

 

How to Configure Geocoding

 

We added a new Geocoding Tab to Ascendix Search Setup from where you can enable/disable geocoding.

Step 1. Navigate to Ascendix Search Setup>Geocoding Tab and Enable geocoding.

 

Ascendix-Search-for-Salesforce-Enable-Geocoding

Ascendix Search – Enable Geocoding

 

Step 2. Enter your Google Maps Key, daily update limit, and enter an email to get notified of errors. Check our Admin guide for the detailed instructions on how to get a Google Maps Key.

 

Ascendix-Search-Geocoding-setup

Ascendix Search – Geocoding Settings

 

Follow the Geocoding configuration instructions to enable this feature for each object. When you are done, Navigate to Ascendix Search Setup > Object Manager

 

Ascendix-Search-Geocoding-setup-custom-object

Ascendix Search – Turning on Geocoding for a Selected Object

 

Specify geocode fields and click save.

 

Ascendix-Search-Specifс-Geocode-Fields

Ascendix Search – Specify Geocode Fields

 

That’s it! Now you’ll be able to geocode selected custom objects in your Salesforce.

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Ad-Hoc Lists Enhancement

 

If you are the one who uses our Ad-Hoc lists regularly, you’ll love the new features. If you have no idea what Ad-Hos lists are, make sure to devote a few minutes to learn about them because they are an advanced replacement for Salesforce tags and topics.

 

So What Is an Ad-Hoc List?

 

The Ad-hoc List is an Ascendix Search feature that lets you categorize your Salesforce records the way you prefer without having to create new fields or values.

Think about creating a group of your Target Accounts, Exhibitors at Dreamforce 2019, or contacts that love playing Golf.

While Salesforce offers tags and topics, their functionality is quite limited.

With Ascendix Search, you can easily save records to the Ad-Hoc lists and then mass update, mass email, export to Excel, create notes, events in one action, and more.

With this release, we add the following features:

 

Add Ad-Hoc Lists to Record Pages

 

It was a logical next step for us to let you see which Ad-Hoc Lists a record belongs to right on the record page. Follow the step-by-step guide to configure Ad-Hoc Lists.

 

Adding-Ad-Hoc-List-to-the-Record-Tab-Ascendix-Search

Ascendix Search – Reviewing Ad-Hoc Lists on the Record Level

 

We support the following actions:

  • Add a record to one or more Ad-Hoc Lists in a single action:

 

Add-to-Ad-Hoc-List-Ascendix-Search-for-Salesforce

Ascendix Search – Adding a Record to the Saved Ad-Hoc List

 

  • Add a record to a new Ad-Hoc List
  • Remove the record from one or more Ad-Hoc Lists in a single action:

 

Remove-Ad-Hoc-Lists-Ascendix-Search-for-Salesforce

Ascendix Search – Removing a Record from a Selected Ad-Hoc List

 

Now it is much easier to see the value of our Ad-Hoc Lists and motivate your team to leverage this feature.

 

Allow users to save selected columns and charts

 

Now you can customize column results for each Ad-Hoc list. Also, you can create charts to be able to quickly get insights out of your data and use them as filters for further analysis.

 

Ad-hoc-lists-Adding-charts-Ascendix-Search-for-Salesforce

Adding Charts to Ad-Hoc Lists

 

Add a list description for each Ad-Hoc List

 

It might be quite helpful to describe your Ad-Hoc List, especially if you are going to share them with others.

 

Ad-Hoc-Lists-Saving-Charts-adding-Description

Ascendix Search – Adding Description for Ad-Hoc

 

Now, when creating a new Ad-Hoc list or adding records to the existing Ad-Hoc List, you can add your description.

Make sure to check Ad-Hoc Lists to profile your Salesforce records.

That’s it for today. Happy Searching!

 

Need Help? Have Questions?

 

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