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.
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 that would be conducted within Ascendix Search:
To see this in action, follow the link below to see a video on YouTube:
Ascendix Search will be available on the Salesforce AppExchange in Q4 of 2017, but you can still get the app now through us!
UPDATE: Ascendix Search is available! Get a free 30-day trial of Ascendix Search on AppExchange.