Ascendix Search How To Videos

July 29, 2021
5 min

It is better to see something once than to hear about it a thousand times. In this post, we share Ascendix Search video tutorials to show you our app in action and explain its key functionality: advanced Salesforce searching, related lists, mass updates, mass actions, export of Salesforce data to Excel, using maps, charts for searching, Ad-hoc lists, a report writing tool and much more.

 

What is Ascendix Search?

 

Ascendix Search is a Salesforce app that extends the searching, filtering functionality of Salesforce and helps even novice Salesforce users perform various actions with their data from building email, call lists to mass edits and data analysis.

 

 

We created the Ascendix Search app to help Salesforce users get the most out of their CRM without investing months in learning all the peculiarities of Salesforce or waiting for the IT team to create list views they need now.

Also, our app helps Salesforce admins reduce their time on various activities such as search layouts personalization, mass edits, updates, data Export, related lists creation, and much more.

Try Ascendix Search for Free

Watch the videos below to see the key features of Ascendix Search in action.

Salesforce Advanced Search

 

Back in 2016, we started getting lots of requests from our users of AscendixRE app to help them simplify the searching of their Salesforce records.

Commercial real estate brokers, the key users of the app, found it too complicated to use standard Salesforce searching functionality to create lists of prospects to call or to get the results they were looking for.

That is why we created the first searching layouts to enable brokers to enter the searching criteria they need right into the search forms and get the results with a few clicks.

The feedback was so good that we decided to keep working on the app and, eventually, launched Ascendix Search as a stand-alone app on AppExchange.

Since our launch in November 2017, we’ve added a number of productivity features not related to search, however, the searching functionality is the core of our app.

 

 

Salesforce advanced search gets easier with our app.

  • Build search templates to flatten out your database.
  • Ascendix Search comes with templates that support core and custom objects.
  • Search templates allow users to get the information they need without Salesforce Administrators having to create list views or reports.

 

Expanded Search Operators

 

Ascendix Search gives you more search operators to decrease complexity in building Salesforce searches.

Here are some of them: In, Starts with, in the last x days, in the last x weeks, in the next x months, and much more.

 

 

Search Salesforce Data with Charts and Graphs

 

With the inclusion of the Insights Panel for Ascendix Search we further expand the ability to perform user-friendly searches on the Salesforce data by using charts and graphs.

 

 

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.

Cormac O'Reilly, Business Analyst, Savills Ireland

Salesforce Related Lists

 

Ascendix Search allows you to build views based on attributes not related to the core record type you are building the view for.

For example, you can build a list view for all contacts whose related account is in a specific industry.

We further explain how to create Salesforce related lists in this post.

 

 

Adding Columns from Related Objects to your Search Results

 

While Salesforce reports let users adding some values from related objects to their result tables, it is not always intuitive and there are limitations on data, fields, and objects you can add.

Ascendix Search solves this issue and allows you to add columns from related objects, reorder them and save personalized search layouts.

E.g., you can add account industry, the number of employees, annual revenue, and any other information you store in the account level to the search results of your active leads or contacts. It will help you to segment your leads and plan the custom follow-up.

 

 

Viewing Salesforce Related Lists for Records in a List View

 

View Salesforce lists related to records included in your search result set is another feature that can help you navigate your Salesforce data without toggling back and forth.

 

Map Search and Geo-Mapping in Salesforce

 

Ascendix Search allows you to search for your Salesforce records based on location using a map.

It is easy!

Draw geometric shapes on the map to search for records.

Depending on your preferences, you can use Google Maps and OpenStreetMaps as a geolocation service to geocode your Salesforce data.

 

 

Export Data from Salesforce to Excel

 

Export of your Salesforce data to Excel is done with a few clicks via Ascendix Search.

Admins can configure who can export the data and set the export limits.

Learn more about the way Salesforce export works here.

 

Speed is key. We have been using the Ascendix Search for over a year now. The largest benefit to us has been in the ability to quickly locate information via the map, without having to filter after the search. For example, we need to find lease/sale comps for a specific area that may cross over into multiple zip codes. Go to the map, draw the polygon and there are the comps we need. In addition, finding lease expirations for prospecting purposes via the same search process. The less time we have to spend looking for information and the more time we can spend on actionable items exponentially increases productivity!

Hal Penchan, Altschuler and Company

Salesforce Mass Actions

 

The ability to add multiple notes, tasks, create multiple events is a great productivity booster that helps to keep track of all sales, marketing, and customer support activities in one place.

Select multiple records from a list view and schedule events, tasks, and even notes for each record in one movement.

 

Sending Mass Emails in Salesforce

 

You can send mass emails to your Salesforce contacts, leads, inquiries faster with Ascendix Search.

  • Send emails to multiple recipients by selecting them from a list of search results, saved searches, Ad-Hoc lists, system views
  • Use email templates to speed up the process
  • Attach files, images to your email

 

 

Report Writing Functionality

 

Meet Composer, the Salesforce Report writing tool that allows creating reports and brochures using data from your Salesforce records.

Composer allows you to generate high-quality brochures with a few clicks.

It pulls data and images from your Salesforce CRM and imports them seamlessly into a preset template.

You can send the generated files to multiple recipients right from your CRM.

 

 

Selecting a CRM Consultant: The Definitive Guide

 

Preview Panels for List Views

 

Ascendix Search allows users to simultaneously see a list view and a Preview Panel for highlighted records in Salesforce.

The Preview Panel removes the need to switch between the list view and the detail form.

 

 

Ad-Hoc Lists: Advanced Salesforce Tags

 

With Ascendix Search, you can find records not by a particular field, but by saved 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 advanced tagging with the ability to mass email, mass update the records in the list in the future.

 

How to Run a “What-If” Analysis

 

Ascendix Search allows you to see the results of defined search criteria before saving the Salesforce search.

Run various ‘What-if’ scenarios without saving unnecessary search list views.

 

 

Still have questions? Check out our help section or contact us.

Happy searching from Ascendix Team!

Salesforce Global Search vs Ascendix Search Detailed Comparison

Learn how Ascendix Search enhances Salesforce Global search and what you can do thanks to this app.

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