ascendix search admin guide... 6 set remote set url to replacing mydomain with your salesforce...
TRANSCRIPT
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Table of Contents
What is Ascendix Search? ............................................................................................................ 2
Preparing Salesforce for Ascendix Search ................................................................................. 3
Defining a Custom Salesforce Domain .................................................................................. 3
Ascendix Search Install ................................................................................................................ 4
Setting up Remote Site Settings ................................................................................................ 5
Adding Ascendix Search to the App Ribbon Bar ...................................................................... 7
Ascendix Search Configurations ................................................................................................. 9
Domain & Google API .............................................................................................................. 9
Enabling Searchable Objects ................................................................................................. 10
Configure Default Columns for Objects ............................................................................... 11
Map Fields to a Specific Object ............................................................................................. 11
Enabling Ad-Hoc Lists For Additional Objects .................................................................... 12
Assigning Users ....................................................................................................................... 13
Enabling Notes ........................................................................................................................ 13
Allowing Export to Excel........................................................................................................ 14
Enable Geocoding ...................................................................................................................... 14
Ad-Hoc List Configuration ........................................................................................................ 15
Add support for Additional object types (Professional Edition) .......................................... 15
Uninstalling Search .................................................................................................................... 17
Support ........................................................................................................................................ 18
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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). 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.
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.
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.
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Preparing Salesforce for Ascendix Search
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)
*Skip this section if you already have a domain set
From Setup, enter My Domain in
the Quick Find box, then select My
Domain
From Setup, enter My Domain in
the Quick Find box, then select My
Domain
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Ascendix Search Install
An email confirmation from [email protected] indicating the install is complete will be
sent to the admin’s email.
*Installing for Admins Only grants all Salesforce users access to
search but only admins will have administrative privileges
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
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Setting up Remote Site Settings
Navigate to https://status.salesforce.com/status and click the My Domain button from the top
*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
Paste your domain in the space
provided and hit Search to
determine your Salesforce instance.
Navigate back to your Salesforce
organization and go to Setup. Then
enter Remote Site settings in the
Quick Find box. Select Remote Site
Settings
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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.
Click the New Remote Site button
Type in Ascendix_Search into the
Remote Site Name
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Adding Ascendix Search to the App Ribbon Bar
Go to Setup from the top right,
then search & select Tabs from the
quick find bar near the top left
In the section Visualforce Tabs click
the New button
In the Visualforce Page drop down
select Search
[ascendix_search_Search] and type
Ascendix Search in Tab Label. Tab
Name will autofill when selected
Select the magnifying glass next to
Tab Style and click on Create your
own style
Select a Color and click Insert an
Image
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From here choose the user profiles Ascendix Search page tab will be visible. Select Next when
you have finished configuring.
From here choose the user profiles Ascendix Search app tab will be visible. Select Next when
you have finished configuring.
From File Location select Search
and click Go!
Select Ascendix Search and OK to
complete the Tab Style setup. Click
Next on the Visualforce tab when
complete
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Ascendix Search Configurations
Domain & Google API
Navigate to Ascendix Search via the
ribbon bar
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
Select “+ Create a New Project”
and name it. Then click on “Enable
API” to generate a key
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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.
Check all objects you wish to become searchable.
Once your API key copy the key
into the “Google Maps API Key”
text box and save
*Installing for Admins Only grants all Salesforce users access to
search but only admins will have administrative privileges
Click on the gear icon in the top
right next to the pop out window
icon to open Admin Settings
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Configure Default Columns for Objects
Now you can quickly select what kind of information you want displayed for the object.
Map Fields to a Specific Object 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
Start by clicking the column icon
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Allow Emails Sends from Custom Objects Go to Email’s tab and select + Add Object
Select those objects you want to be able to email to and Save when done.
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.
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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.
Enabling Notes
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)”
From Setup, enter Notes Settings in
the Quick Find box, then select it
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Allowing Export to Excel
Enable Geocoding To use Ascendix Search’s Map Visualization, Data Integration Rules must be enabled.
Check Enable Notes and Save
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 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
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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
Add support for Additional object types (Professional
Edition)
From this next window select
Activate to enable Geocoding for
that field
From Setup, enter Permission Sets
in the Quick Find box, then select it
Open Ad-Hoc List Member object
& click the Fields & Relationship
Link
This section is not included in Salesforce Classic. These configurations are only
available in Salesforce Lighting to provide as easy way to create Ad-Hoc Lists. It is
still possible to create Ad-Hoc Lists through Ascendix Search results. Please refer to
the user guide to learn how. Or to enable Ad-Hoc Lists for Lightning refer to the
Lighting Guides.
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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
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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Uninstalling Search
.
An email confirmation from [email protected] indicating the uninstall is complete will
be sent to the admin’s email.
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’s profile. 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”
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Support If you encounter any issues during installation or usage, please reach out to