Updated on July 16, 2020
Ever found yourself wanting to search for data using address information for accounts and contacts in Salesforce.com and being frustrated by the exercise to build criteria around zip codes, area codes and city/state combinations? It is frustrating and laborious to build meaningful groups in this manner and, in some cases, impossible to get the set of data you really need.
As a company that has focused on helping companies in the real estate industry with their Salesforce implementations, we were thrust into solving for a more elegant way in which to search for records (like accounts, contacts and property records) by their LOCATION and created a Salesforce app Ascendix Search.
The app helps to perform various map searches, locate your contacts, accounts or other records with geolocation on a map.
In this video, we explain how map search works:
Why Ascendix Search for Geo-Mapping in Salesforce?
Very often the searches needing to be conducted don’t fit nicely into literal searches like:
Give me all accounts that are in the city of Dallas.
But rather something like this:
Give me all accounts that are north of downtown Dallas but south of Plano in between US 75 and the North Dallas Tollway. Try building a list view or report in Salesforce with those criteria.
With those types of requests coming in on a frequent basis, we decided to explore integrating Salesforce with a mapping technology.
While we certainly see the benefit in having Salesforce records display on a map as a collection of pushpins, the ability to use the map to drive the search conditions is of equal if not greater value.
By using geometric shapes such as circles and polygons, the user is able to dictate which records are going to be returned based on drawing these shapes on the map.
Combining this elegant method to defining geographic boundaries with other attributes of data provides the user a power searching facility not available until now.
For example, let’s say we wanted to search for all Accounts that were in the “Consulting or Financial Services” industries located in Dallas and its surrounding suburbs.
Here is a screenshot of how it is conducted within Ascendix Search:
Ascendix Search – Finding Records via Drawing Circle on a Map
Enter the ‘Search’ button and you are done! It is easy and powerful.
Here are some of the scenarios where map search in Salesforce might come handy:
- You wish to get a list of records from multiple Zip Codes, cities or certain radius. Imagine how could you achieve it if you’ll need to type all possible towns or zip codes.
- You want to plan your client tour and it might be helpful to locate your Salesforce records on a map without extra activities. Once you perform a search, Ascendix Search will locate your records on a map. That’s it!
Ascendix Search – List of Accounts and Their Location on a Map
Customize Your Map
Ascendix Search app lets you define custom color, size or even shape for map pins for every object or even for certain record values. E.g., on the screenshot below you can see customized map pins based on the property record type: Office, Hospitality, Industrial, etc. Learn more about custom map pins in our release notes.
Ascendix Search – Customize Map Pins
To go even further, you can define what records details to show you when you hover your mouse over the pushpin on a map.
As a result, you can review essential information before you’ll even open the record. It might be a huge time saver. Learn more about this and how to configure this feature in our help post.
Ascendix Search – Customized Record Details on a Map
Choose Geocoding Provider
Ascendix Search supports two geocoding providers – Google Maps and OpenStreetMaps.
While Google Map is a common tool for the majority of us, there are certain free searches you can perform and then you’ll need to pay Google. Google Maps allows for up to 25,000 map loads per 24 hours and requires a key with an associated billing account.
OpenStreeMaps is free and has quite some interesting features such as the ability to measure the distance between map pins on a map.
Ascendix Search – OpenStreetMaps Interface
Another helpful feature of Ascendix Search is an ability to geocode custom objects you have. While Salesforce geocodes Accounts, Contacts, and Leads, any other objects won’t be geocoded. With Ascendix Search app, you can geocode your custom objects right in Salesforce.
Ascendix Search – Setuping Geocoding of Custom Objects in Salesforce
Try Ascendix Search for Free
Map search is only one of many features Ascendix Search app has to offer. Install Ascendix Search on AppExchange and explore all features without limitations within a month. Need help? Have questions about our product? Please contact us!
Also, make sure to watch this short demo to get a better idea about the app: