admin guide (lightning) - ascendix technologies...step 5. set the remote site url to replacing...

Admin Guide (Lightning)

Last Updated May 10th, 2018

www.ascendix.com | [email protected]

Ascendix Search Admin Guide Version 1.16

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Contents What is Ascendix Search? .................................................................................................................................................................4

Who Needs Ascendix Search? ....................................................................................................................................................... 5

Preparing Salesforce for Ascendix Search............................................................................................................................ 6

Enable Lightning Environment ................................................................................................................................................. 6

Determining Your Salesforce Edition .................................................................................................................................... 7

Defining a Custom Salesforce Domain ............................................................................................................................... 8

Enable Geocoding ............................................................................................................................................................................ 9

Ascendix Search Install .................................................................................................................................................................... 10

Setting up Remote Site Settings ................................................................................................................................................ 12

Google API Key ...................................................................................................................................................................................... 15

Performing Your First Search ....................................................................................................................................................... 19

Adding Ascendix Search to the App Ribbon Bar ............................................................................................................ 20

Assigning Users ..................................................................................................................................................................................... 22

Advance Customizations ................................................................................................................................................................. 23

Enabling Notes .................................................................................................................................................................................. 23

Allowing Export to Excel ............................................................................................................................................................ 23

Setting Limits for Exporting & Bulk Edit ........................................................................................................................... 24


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Enabling Searchable Objects .................................................................................................................................................. 25

Map Fields to a Specific Object ............................................................................................................................................. 26

Enabling Ad-Hoc Lists for Additional Objects ............................................................................................................. 26

Allow Emails Sends from Custom Objects .................................................................................................................... 27

Configure Default Columns for Objects ........................................................................................................................... 28

Ad-Hoc List Configuration .............................................................................................................................................................. 29

Adding Ad-Hoc List button to page layouts ................................................................................................................. 29

Add support for additional object types (Professional Edition Only) ................................................................ 31

Composer Configuration ................................................................................................................................................................. 33

Uninstalling Ascendix Search ...................................................................................................................................................... 34

Security: Frequently Asked Questions ................................................................................................................................... 35


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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 and time-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.

Ascendix Search Interface

https://ascendix.com/ascendix-search/

https://ascendix.com/ascendix-search/


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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 purpose) giving you the end user the ability to quickly and easily access tailored information now not later.

Now Let’s Start the Ascendix Search Installation Process!

https://ascendix.com/wp-content/uploads/2018/01/Why-Ascendix-Search.pdf


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Preparing Salesforce for Ascendix Search

Enable Lightning Environment

Lightning Environment should be enabled to experience the full range of functionality Ascendix Search provides. From the top right “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”.

*Skip this section if you already have Lightning enabled


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Determining Your Salesforce Edition

Some Salesforce Editions require additional steps to function properly. Follow the steps below to check your edition of Salesforce: Step 1. Click on the gear icon and select Setup. Step 2. Enter Company Information in the Quick Find bar and select the highlighted results. From the Company Information page locate the Organization Edition field. This field will determine if you must perform additional steps to become configured.

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Defining a Custom Salesforce Domain

Lightning components such as Ascendix Search requires you to define a custom Salesforce domain name for your organization (known as My Domain). Without a domain Ascendix Search will not appear. Step 1. Click on the gear icon and select Setup. Step 2. Enter My Domain in the Quick Find bar and select the highlighted result.

If you do not have a domain select Edit to create a domain for your organization and select Not Redirected (Recommended) for Redirect Policy. Save when done.

*Skip this step if “Your domain name is” populated

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Enable Geocoding

To use Ascendix Search’s Map Visualization, Data Integration Rules must be enabled. Without it the map will not function properly. Step 1. Click on the gear icon and select Setup. Step 2. Enter Data Integration Rules in the Quick Find bar and select the highlighted result. 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.

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Ascendix Search Install

Great, now your Salesforce system is ready to start installing Ascendix Search! Step 1. From the Ascendix Search AppExchange listing make sure you are signed into Salesforce. If you are not already signed in select the Log In from the top right of the page.

Step 2. Once you are signed in, select the green Get It Now button. Step 3. Choose the environment you want to install Ascendix Search into. *Click here to learn more about the different environment types.

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https://developer.salesforce.com/page/An_Introduction_to_Environments


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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.

*Installing for Admins only grants access to the Admin. Later it can be configured for your users.


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Setting up Remote Site Settings

Step 1. Click on the gear icon and select Setup. Step 2. Enter My Domain in the Quick Find bar and select the highlighted result. Step 3. Locate your domain name. *Remember this value for later

*This section is for Professional Edition only. Skip the “Setting up Remote Site Settings” section if you are not on Professional.

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Step 1. Click on the gear icon and select Setup. Step 2. Enter Company Information in the Quick Find bar and select the highlighted result. From the Company Information page locate the Instance field. *Remember this value for later

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Step 1. Click on the gear icon and select Setup. Step 2. Enter Remote Site Settings in the Quick Find bar and select the highlighted result. Step 3. Click on New Remote Site. Step 4. Type in Ascendix_Search into the Remote Site Name. Step 5. Set the Remote Site URL to https://mydomain--ascendix-search.na00.visual.force.com replacing mydomain with your Salesforce Domain name obtained from the My Domain and na00 with the value obtained from the Instance field on Company Information. Step 6. Save when complete.

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Google API Key

To use the map functionality, you must have a google API key without it map pins will not be displayed. Step 1. Open the Salesforce App Launcher Step 2. Type in Ascendix Search in the Search bar located at the top of your screen. Step 3. Click on the highlighted link.

A red notification bar should appear in Ascendix Search prompting you to Accept the License Agreement.

Click Mapping under the configurations tab then select “Get a Key” on the Mapping tab.

You should be redirected to a google webpage.

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*Skip the remaining steps in the Ascendix Search Configurations if you already have a Google Maps API Key. Just select mapping sub-tab under configurations and input the key and save.


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Step 1. Sign in to your Google account

Step 2. Select Get Started

Step 3. Select Maps & Places then select Continue

Step 4. Select +Create a new project & name your project

Step 5. Select Next

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Step 6. Select Create Billing Account and follow the on-screen instructions to set up billing.

Step 7. With billing setup, you will see Enable Google Maps Platform. Select Next.

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Billing information required! Billing starts only after 25,000 map views a day and 2,500 geocoding requests a day. After that it is $0.50 per 1,000 requests. If you are apprehensive even with those thresholds you can cap the maximum requests per day in the google console. How to limit API Usage.

https://support.google.com/cloud/answer/7035610?hl=en


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Step 8. Copy your API Key once its generated

Step 9. Paste the key into the Google Maps API Key in Ascendix Search and save.

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Performing Your First Search

Congratulations! You are now ready to perform your first search. Step 1. Choose Accounts or Contacts from the Search For section,

Step 2. Click on Search from the bottom of the window.

If your records have the address field, you will see pins on the map:

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*If you do not see pins, refer to the Enable Geocoding section of the guide.


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Adding Ascendix Search to the App Ribbon Bar

Adding Ascendix Search to the Ribbon Bar allows the application to be easily accessed by your users.

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.

Step 1. Click on the gear icon and select Setup.

Step 2. Enter App Manager in the Quick Find bar and select the highlighted result.

Select the App you wish to add Ascendix Search to and select Edit from the drop down.

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*Be sure you are selecting the Lightning version of the app

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Step 1. Click on Select Items

Step 2. Select Ascendix Search from the Available Items section and use the arrow buttons to move Ascendix Search to the desired location

Step 3. Save when done

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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 Permission set type you wish to add to your users then select “Manage Assignments”

Click on “Add Assignments” and select the users you wish to add to the permission set and hit Assign.


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Advance Customizations

Enabling Notes

Step 1. Click on the gear icon and select Setup. Step 2. Enter Notes Settings in the Quick Find bar and select the highlighted result. Step 3. Check Enable Notes and select Save when done.

Allowing Export to Excel

Step 1. Click on the gear icon and select Setup. Step 2. Enter Profiles in the Quick Find bar and select the highlighted result. Step 3. Select Edit on the Profile you wish to give Export to Excel permissions to.

Find Export Reports and check the checkbox and save.

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Setting Limits for Exporting & Bulk Edit

This feature allows you to control the number of records a user can bulk edit or create in a single action, or the amount of records a user can export in any single operation. Click on the gear icon in the top right next to the pop out window icon to open Ascendix Search Setup.

From here set the limits for exporting & bulk editing


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Enabling Searchable Objects

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 Ascendix Search Setup.

Step 1. From here click on the Object Manager.

Step 2. Select the all objects you want to become searchable.

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Map Fields to a Specific Object

This option allows objects such as Opportunities to be displayed on the map by using Related Objects.

From the Object Manager select 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.

*If the option is not available make sure the Searchable column on the object is checked


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Allow Emails Sends from Custom Objects

If you have an email field available on a custom object Ascendix Search allows the option to email from that object From the Asendix Search Setup go to the Configuration tab and select the Email subtab then select + Add Object.

Select those objects you want to be able to email to and Save when done.


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Configure Default Columns for Objects

Ascendix Search results can be customized using columns to display relevant information.

Click on the gear icon in the top right next to the pop out window icon to open Admin Settings.

Step 1. From here click on the Object Manager

Step 2. Select the column icon to set the default columns

Now you can quickly select what kind of information you want displayed for the object.

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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, select Object Manager from the top.

Open the Object you want to add the Ad-Hoc list to by selecting the hyper link & select Page Layouts from the following page.

Click Edit from the dropdown.

*For Salesforce Professional Edition, complete the steps in the section titled “Add support for Additional object types (Professional Edition)”


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Step 1. Select Mobile & Lightning Actions

Step 2. Locate Add to Ad-Hoc List

Step 1. Drag the Add to AdHoc List button to Salesforce Mobile and Lightning Experience Actions in the location of your choice

Step 2. Click Save then repeat the steps above for any additional objects

*First time configures will have to override the predefined actions by selecting the wrench icon.

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Add support for additional object types (Professional Edition Only)

This section is required for Professional Editions to enable Ad-Hoc lists for objects in their organization. From Setup, select Object Manager from the top.

Open Ad-Hoc List Member object & click the Fields & Relationship Link

Click the New button. Select Lookup Relationship from the following page

For the Related To field select the object being configured, then click Next

For the Field Name enter any unique value, then click Next.


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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.


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Composer Configuration

Composer is currently a Pre-Release feature, which allows users to generate reports from within Ascendix Search using Ascendix’s Composer service. To enable this feature contact [email protected].

mailto:[email protected]?subject=Composer%20Configuration


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Uninstalling Ascendix 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.

After all users are removed from both Ascendix Search profiles. Use Setup enter installed packages in the Quick find box then select it.

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.

mailto:[email protected]


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Security: Frequently Asked Questions

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 must 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.

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.


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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 allow 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.



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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].

Contact Support



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