Ascendix Search simplifies searching for Salesforce data and extends its functionality.
In this post, we’ll explain how to perform searches with the app.
Let’s dive right in!
Step 1. Choose Object from the Search For section, e.g. Account or Contacts.
Step 3. Enter the search criteria. Simply type values in the fields and select operators from the drop-down list.
You can Add Search Criteria by clicking the corresponding button.
Also, you can perform related searches by adding related objects via clicking the Add Section button.
Besides, you can draw polygons on the map to narrow down your search.
Step 2. Click on Search button from the bottom of the window.
You will see a list of records or a notification ‘No Records Match This Criteria’. You can always adjust your searching criteria by clicking the Edit Criteria ✏️ button on the down left corner.
If records match your criteria, you will see them arranged in a list. Also, if you setup geocoding for this object, you will see pushpins on a map:
Now, when you have results, you can:
Customize the result columns by adding, removing or reordering them. To do this, click the Select Columns on the bottom right corner:
You can save this search by clicking the Save Search button from the bottom.
You can share your saved searches with individual users or teams
Also, you can pin your saved search for each Object. Each time when you open Ascendix Search you’ll see results of your pinned searches. E.g. Leads that require my attention might help Sales Reps not to miss any opportunity.
Select all or some records to bulk edit them
Add a note, create New Event, New Task, Log a Call to multiple records in one action by clicking the corresponding button on the top right corner:
Export records to Excel:
Preview each record by clicking on a row. You can see record details, related objects, e.g., linked Contacts for Accounts, Activity Timeline, Notes, Chatter. Also, you’ll be able to follow this record and edit it right here.
Ascendix Search also can visualize your data via charts. It might be very handy to spot trends and get insights. Click Show/Hide Insights button on the top right and Add charts. Make sure to save the list to keep the charts for future searches! Click on the charts to filter your results further.
You can add records to your custom Lists of records (we call them Ad-Hoc Lists) by clicking the Add to Ad-Hoc List button. E.g., you can create My Target Accounts list or Baseball fans.
What’s Next? Create your own searches Think what lists might help you do your job better and save them: New Leads Leads that require attention Prospects to call Prospects to mass email Marketing list to include in the newsletter Target accounts My Clients this year/month/quarter Completed Calls this week/this month/this year Created Accounts/Contacts today/this week/this year
We keep working on the app and add new features and enhancements on a regular basis. Check out the latest Ascendix Search Release Notes.