How to Perform Advanced Search by Radius or Zip Code in Salesforce

September 6, 2022
4 min

Advanced Salesforce search by radius or zip code helps organizations to find and filter Contacts in Salesforce CRM to discover new opportunities and establish trustworthy relationships with clients. Salesforce has solid search functionality, but if you have specific queries, you can strengthen your searching process with tools like Ascendix Search.

In this article, using non-profit organizations and universities as examples, we’ll showcase how to perform Salesforce search by zip code/city/radius using Ascendix Search.

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There are so many ways non-profit organizations can benefit from having such a tool for an advanced Salesforce search like Ascendix Search. For example:

  • Radius search in Salesforce for Contacts
  • Get visual information about the closest records in a specified area
  • Customized Salesforce-related lists and search results
  • Display distance from the searched record
  • Salesforce search by zip code/city
  • Zip code radius reporting
  • Advanced map search of your Salesforce records
  • Enhanced data organization
  • Easy generation of insightful reports and list views
  • Search for Foundation/Grant funding
  • And much more!

Non-profit organizations need to communicate and engage with a lot of people across the country. By performing an advanced Salesforce search, non-profit orgs will find people/businesses by particular cities or zip codes and get granular information about each Contact.

 

 

Let’s focus on Salesforce radius search for non-profits.

Ascendix Search allows you to find records within a certain distance or radius from another record (Account, Contact, Company, etc).

To start radius search by Contacts for your non-profit org, you need to take the following steps:

Step 1. Click on Add Search Criteria and choose the Radius field from the list.

Step 2. You have an option to search within a certain number of miles, feet, yards, or not within those. Select within X miles of 50.

Step 3. Because you started your search by Contacts, the results you expect to find are Contacts within 10 miles of the Account. Select the Account. The Account is a Company/Non-Profit Organization. Then start typing and select the ABC Non-Profit Foundation account in a search box.

Step 4. Click on the Search button.

The results will show you all Contacts located within 50 miles from the subject account – the ABC Non-Profit Foundation.

 

Salesforce radius search for contact non-profits

Salesforce Radius Search for Contacts

Salesforce Search by Zip Code

With Ascendix Search non-profit organizations can easily perform Salesforce search by zip codes.

Let’s say you want to search for every Contact within a 50-mile radius of 94945 and capture the data for a campaign or a report. To do that, you click the button “Add search criteria” → choose “Radius” type in the distance → type in necessary zip-code.

As a result, you’ll get a list of Contacts located within 50 miles of the zip-code you’ve selected. You can save all search results, if necessary.

 

Salesforce radius search for Contacts within 5 miles from selected company

Salesforce radius search for Contacts within 50 miles from selected zip code | Ascendix Search

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

One more case of using Ascendix Search. Let’s say, you have a list of Contacts that is geocoded from a Contact’s address. Then you have a custom object that allows a user to enter either a city or zip, a radius, and a few filters which returns a list of Contacts in that area and some other fields like Total Amount Given, etc. When your development team travels somewhere, they can quickly get a list of applicants/grantees/investors they might want to reach out to and establish more personalized communication.

As you can see, Ascendix Search helps non-profit orgs find the Salesforce data they want and when they want it.

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Advanced Salesforce Radius Search for Universities

Along with the non-profit industry, Salesforce radius search can also be applied in higher ed institutions and universities.

Let’s look at how universities can perform advanced searches using Ascendix Search.

Search Records Using Custom Search Operators & Filters

Ascendix Search provides access to search operators and filters that are not available in native Salesforce or can be used only in the report writer of Salesforce.com.

With Ascendix Search app, users can filter their data by applying various criteria in Contact details, including relative date filters like “Next X Days,” “Last X Months,” “on or before X weeks,” and operators like “between,” “in,” “starts with,” “is not blank.

Users can easily apply filters X days/weeks/months/years where necessary and make saved searches relevant to the current date.

 

Salesforce radius search for contact non-profits 2

Salesforce radius search for Contacts

Incorporate Search Results with Charts and Graphs

Ascendix Search helps universities get insights into Salesforce data and visualize search results using charts and graphs. What benefits does it bring?

  • Quick and convenient overview of your search results
  • Availability of customizable and pre-build charts for every object
  • Ability to examine data, find patterns, and identify trends
  • Advanced filtering of search results by selecting segments of charts and graphs

 

Filter Salesforce data by Graphs and Charts

Filter Salesforce data by Graphs and Charts | Ascendix Search

Create Targeted Lists of Students/Alumni

Once you’ve found all the necessary information with Ascendix Search, you can easily save the list for future use (e.g., call list, mass email list).

You can create multiple lists based on your criteria and use them to engage with your students or alumni. Once a contact meets your criteria, they will appear in the list, so you won’t forget about anyone.

 

Targeted List of Contacts | Ascendix Search

Targeted List of Contacts | Ascendix Search

Make Salesforce Radius Search Easy

Ascendix Search can locate any Salesforce data anywhere in the world. It provides users with different types of searches: from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects.

Ascendix Search will give you the big picture using advanced visualization and filtering capabilities to find Contacts/Accounts and engage with them in a more personalized way.

Request a demo to explore how you can perform an advanced search with Ascendix Search.

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