Ascendix Search Admin Guide

Transcription

1 Ascendix Search Admin Guide Updated: 11/03/2017 Version:

2 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 Configure Default Columns for Objects Map Fields to a Specific Object Enabling Ad-Hoc Lists For Additional Objects Assigning Users Enabling Notes Allowing Export to Excel Enable Geocoding Ad-Hoc List Configuration Add support for Additional object types (Professional Edition) Uninstalling Search Support

3 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 timeconsuming 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. 2

4 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 3

5 Ascendix Search Install *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 An confirmation from support@salesforce.com indicating the install is complete will be sent to the admin s . 4

6 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 and click the My Domain button from the top 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 5

7 Click the New Remote Site button Type in Ascendix_Search into the Remote Site Name Set Remote Set URL to replacing mydomain with your Salesforce Domain name and na00 with the value obtained from the page. Save when complete. 6

8 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 7

9 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 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. 8

10 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 9

11 Once your API key copy the key into the Google Maps API Key text box and save 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. *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 Check all objects you wish to become searchable. 10

12 Configure Default Columns for Objects Start by clicking the column icon 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 11

13 Allow s Sends from Custom Objects Go to s tab and select + Add Object Select those objects you want to be able to 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. 12

14 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) Enabling Notes From Setup, enter Notes Settings in the Quick Find box, then select it 13

15 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 Enable Geocoding Find Export Reports and check the checkbox and save 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 14

16 From this next window select Activate to enable Geocoding for that field 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 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. Add support for Additional object types (Professional Edition) From Setup, enter Permission Sets in the Quick Find box, then select it Open Ad-Hoc List Member object & click the Fields & Relationship Link 15

17 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 16

18 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 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 An confirmation from support@salesforce.com indicating the uninstall is complete will be sent to the admin s . 17

19 Support If you encounter any issues during installation or usage, please reach out to 18