admin guide - ascendix technologies...preparing salesforce for ascendix search 6 enable lightning...
TRANSCRIPT
Contents
What is Ascendix Search? 4
Preparing Salesforce for Ascendix Search 6
Enable Lightning Environment 6
Defining a Custom Salesforce Domain 7
Ascendix Search Install 8
Setting up Remote Site Settings 9
Ascendix Search Configurations 11
Domain & Google API 11
Enabling Searchable Objects 13
Configure Default Columns for Objects 14
Map Fields to a Specific Object 15
Enabling Ad-Hoc Lists For Additional Objects 15
Allow Emails Sends from Custom Objects 16
Assigning Users 17
Enabling Notes 18
Allowing Export to Excel 18
Enable Geocoding 19
Contents
Adding Ascendix Search to the App Ribbon Bar 20
Composer Configuration 21
Ad-Hoc List Configuration 22
Adding Ad-Hoc List button to page layouts 23
Add Support for Additional Object Types (Professional Edition) 24
Uninstalling Search 26
Security: Frequently Asked Questions 27
Support 29
What is Ascendix Search? 4
www.ascendix.com
What is Ascendix Search?
Ascendix Search was created with the end user in mind.
The ability to Search/Report data within CRM is often a complicated andtime-consuming process. For a busy professional, this is simply unacceptable. Time is valuable after all.
We have developed a tool that flattens out the database making a complex,multifaceted search easy. Allowing users to quickly create a “What If Analysis” (The process of changing the values in cells to see how those changes will affect the outcome), generate reports and interactive insights panel.
Combined with the ability to add/remove columns in searches to give the user a greater ability not only see what’s relevant to them, but also update/edit records through the handy Preview Panel feature. Eliminating the back and forth currently required to update records from reports in CRM.
Image: Ascendix Search Interface
What is Ascendix Search? 5
www.ascendix.com
Who needs Ascendix Search?
For those looking to really utilize their data we have options such as Cross-Object Query Builder (Allows users to build searches based on attributes not related to the core record type such as building a list of Accounts where Opportunities probabilities are 70%+) and Expanded Search Operators (Search parameters such as Next X day and Between X and Y value) Plus an additional Map Interface that allows you to quickly search by geographic location.
Read our whitepaper (PDF) to learn how Sales professionals, Marketers, Customer Support Teams, and Salesforce Admins can improve their productivity thanks to Ascendix Search.
Now that we have all these detailed searches what can we do with them?
Export it to Excel, save your search for a later date, or even share your search template with other users in the organization.
Not enough?
Ascendix Search also allows for the creation of Ad-Hoc Lists (Lists created for a particular purpose) giving you the end user the ability to quickly and easily access tailored information now not later.
Preparing Salesforce for Ascendix Search 6
www.ascendix.com
Enable Lightning Environment
*Skip this section if you already have Lightning enabled.
From the top right select your name and “Switch to Lightning. Experience”.
For first time Lightning users, you will be directed to the “Lightning Experience Migration Assistant”. Follow the instructions on the screen until you can enable “Lightning Experience”.
Defining a Custom Salesforce Domain 7
www.ascendix.com
Defining a Custom Salesforce Domain
*Skip this section if you already have a domain set
Lightning components such as Ascendix search requires you to define a custom Salesforce domain name for your organization (known as My Domain).
From Setup, enter My Domain in the Quick Find box, then select My Domain.
Ascendix Search Install 8
www.ascendix.com
Ascendix Search Install
*Installing for Admins Only grants all Salesforce users access to search but only admins will have administrative privilege
Select “Install for Admins Only” and click Install
You may receive a message indicating the package is taking a long time to install, Just click Done.
An email confirmation from [email protected] indicating the install is complete will be sent to the admin’s email.
Setting up Remote Site Settings 9
www.ascendix.com
Setting up Remote Site Settings
*This section is only for Professional Edition only. Skip this step if you are not on Professional.
From Setup, enter My Domain in the Quick Find box, then select it then locate your domain under My Domain Settings.
Navigate to https://status.salesforce.com/status and click the My Domainbutton from the top.
Paste your domain in the space provided and hit Search to determine your Salesforce instance.
Setting up Remote Site Setting 10
www.ascendix.com
Navigate back to your Salesforce organization and go to Setup. Then enter Remote Site settings in the Quick Find box. Select Remote Site Settings.
Click the New Remote Site button.
Type in Ascendix_Search into the Remote Site Name.
Set Remote Set URL to https://mydomain--ascendix-search.na00.visual.force.com replacing mydomain with your Salesforce Domain name and na00 with the value obtained from the https://status.salesforce.com/status page. Save when complete.
Ascendix Search Configurations 11
www.ascendix.com
Navigate to Ascendix Search via the App Launcher
A red notification bar should appear prompting you to Accept the License Agreement.
*Skip the remaining steps if you already have a Google Maps API Key. Just input and save.
Click “Get a Key” then “Get a Key” on the Google Maps API’s page and sign in if needed.
Domain & Google API
Ascendix Search Configurations 12
www.ascendix.com
Select “+ Create a New Project” and name it. Then click on “Enable API” to generate a key.
Once your API key copy the key into the “Google Maps API Key” text box and save.
Ascendix Search Configurations 13
www.ascendix.com
By default, Ascendix Search enables Accounts and Contacts to be searchable. To enable additional objects such as Opportunities, Leads, or Custom Objects, select the check box next to the appropriate object in the “Label” section of admin settings in Object Manager.
Click on the gear icon in the top right next to the pop out window icon to open Admin Settings.
*Installing for Admins Only grants all Salesforce users access to search but only admins will have administrative privileges
Check all objects you wish to become searchable.
Enabling Searchable Objects
14
www.ascendix.com
Now you can quickly select what kind of information you want displayed for the object.
Start by clicking the column icon.
Configure Default Columns for Objects
Ascendix Search Configurations
15
www.ascendix.com
This option allows objects such as Opportunities to be displayed on the map by using Related Objects,
Start by checking the Searchable & Mappable check boxes before selecting Configure
Enabling Ad-Hoc Lists For Additional Objects
By default, Ascendix Search enables Ad-Hoc Lists for Accounts and Contacts. To enable additional Ad-Hoc Lists such as Opportunities or Leads. Select the check box next to the appropriate object in the “Ad-Hoc Lists” section of Admin Settings in Object Manager.
Map Fields to a Specific Object
Ascendix Search Configurations
16
www.ascendix.com
Select those objects you want to be able to email to and Save when done.
Allow Emails Sends from Custom Objects
Go to Email’s tab and select + Add Object.
Ascendix Search Configurations
17
www.ascendix.com
Assigning Users
To use Ascendix Search you must assign users to the Ascendix Search User permission set. For any users who will be Search administrators, also assign the Ascendix Search Admin permission set.
From Setup, enter Permission Sets in the Quick Find box, then select it.
Select the user type you wish to add then select “Manage Assignments”
Click on “Add Assignments” and select the users you wish to add to the permission set and hit Assign.
*For Salesforce Professional Edition, complete the steps in the section titled “Add support for Additional object types (Professional Edition)”
Ascendix Search Configurations
18
www.ascendix.com
Enabling Notes
From Setup, enter Notes Settings in the Quick Find box, then select it.
Check Enable Notes and Save.
Allowing Export to Excel
From Setup, enter Profiles in the Quick Find box, then select it.
Select Edit on the Profile you wish to give Export to Excel permissions.
Find Export Reports and check the checkbox and save.
Ascendix Search Configurations
Enable Geocoding 19
www.ascendix.com
Enable Geocoding
To use Ascendix Search’s Map Visualization, Data Integration Rules must be enabled.
From Setup, enter Notes Settings in the Quick Find box, then select it.
From here click on the links where you would like to enable Geocoding.
From this next window select Activate to enable Geocoding for that field.
Adding Ascendix Search to the App Ribbon Bar 20
www.ascendix.com
Adding Ascendix Search to the App Ribbon Bar
Before getting started, determine which Apps will need to have Ascendix Search added to the App Ribbon Bar. In our example, we will be using Sales.
Go to Setup from the top right, then search & select App Manager from the quick find bar near the top left.
*Be sure to check if the app type is Lightning or Classic. This will affect where your ribbon bar edits will appear.
Select Edit from the drop down on the app you wish to add Ascendix Search to.
Navigate to Select Items and select Ascendix Search from Available Items. Use the navigation buttons to position Ascendix Search in Selected Items
21
www.ascendix.com
Ascendix Search is now available in the App Ribbon Bar.
Adding Ascendix Search to the App Ribbon Bar
Composer Configuration
Composer is currently a BETA feature, which allows users to generate reports from within Ascendix Search using Ascendix’s Composer service.
To enable this feature contact [email protected].
Ad-Hoc List Configuration 22
www.ascendix.com
Ad-Hoc List Configuration
The Ad-Hoc List feature of Ascendix Search allows records to be added to user defined lists after selecting records from search results. When Ascendix Search is installed Account and Contact records are available in Ad-Hoc Lists. Admins can enable additional record types by adding a button to the record’s page layouts
Adding Ad-Hoc List button to page layouts
From Setup, enter Object Manager in the Quick Find box and select it.
Open the Object you want to add the Ad-Hoc list to & select Page Layouts
Click Edit from the dropdown then select Salesforce1 & Lightning Actions.
Ad-Hoc List Configuration 23
www.ascendix.com
Locate and drag Add to Ad-Hoc List to Salesforce1 & Lightning Actions
Click Save then repeat the steps above for any additional objects.
24
www.ascendix.com
Add support for additional object types (Professional Edition Only)
From Setup, enter Permission Sets in the Quick Find box, then select it
Open Ad-Hoc List Member object & click the Fields & Relationship Link
Add support for additional object types (Professional Edition)
Click the New button. Select Lookup Relationship and click Next.
For the Related To field select the object being configured, then click Next
For the Field Name enter any unique value, then click Next.
25
www.ascendix.com
Add support for additional object types (Professional Edition)
Select the profiles to which you want to grant edit access to this field via field-level security. Click Next when done.
Select the page layout Ad-Hoc List Member Layout and click Next.
Uncheck all page layouts. Uncheck the Append related lists to user’s existing personal customizations.
Uninstalling Search 26
www.ascendix.com
Uninstalling Search
From Setup, enter Permission Sets in the Quick Find box, then select it.
Remove all users from Ascendix Search Admin & User through the “Manage Assignments” button after selecting a permission set.
Locate Ascendix Search and Select Uninstall.
Scroll to the bottom of the page and select “Yes, I want to uninstall this package and permanently delete all associated components”.
An email confirmation from [email protected] indicating the uninstall is complete will be sent to the admin’s email.
After all users are removed from both Ascendix Search profiles. Use Setup enter installed packages in the Quick find box then select it.
Security: Frequently Asked Questions 27
www.ascendix.com
Ascendix Search: All You Want to Know about Security
Is data stored or processed by a third party? No
Interactions with Salesforce records
Our application allows users to search for existing Salesforce records, but only those record types they already have access to.
Changing permissions sets, profiles
Our package includes two permission sets one that provides general access to product features, while the other grants access to admin features. We do not modify any existing profiles or permissions during our installation process.
Does the app respect object and field permissions?
Absolutely! We include security checks throughout the application to ensure users never access data they do not have read/write access to. As with any application listed on the Salesforce AppExchange, our product have to undergo a rigorous security review before being made available. With each release, we review our security implementation and run manual & automated tests to verify compliance.
Custom classes, triggers, objects, fields
We include a few custom objects to support the creation of saved searches, but search results themselves are never saved. Our Ad-Hoc Lists feature uses a custom object to store IDs of records in the list, but the records themselves are never stored in our custom objects.
Does data leave Salesforce?
No, unless you enable our Composer feature. For our Composer feature, data is sent to our Composer service to render reports.
Security: Frequently Asked Questions 28
www.ascendix.com
Is data stored outside of Salesforce?
Generated Composer reports are stored within our Composer service, but not the underlying data used to generate the reports.
How updates are implemented?
Updates are delivered either via patches or full releases, depending on the scope of the changes included.
A patch update can be pushed to a Salesforce organization where the package is installed, this is our preferred method of pushing updates.
These types of updates allows us to incrementally add new features and fix reported issues, without requiring additional installation steps.
For larger changes or those that introduce new components we deliver updates via a full release.
Full releases require the admin of the Salesforce organization to install the update via a URL we provide.
Still Have Questions?
Please contact [email protected] or call our sales team at +1 888-346-3276 or +1 972-889-8090.
About Ascendix Search
Ascendix Search simplifies complex Salesforce searches turning any user into an advanced search specialist. Perform single and multi-criteria searches without building list views, save your searches, bulk edit records, export lists to Excel, filter and refine searches by maps & charts, and more. Easy-to-use, intuitive user experience where everything is done with clicks, not code. Zero training time. Setup and start using!
Support
If you encounter any issues during installation or usage, please reach out to [email protected].