Einstein Search improves upon the traditional Salesforce Global Search feature by delivering results tailored to each user’s specific needs. It enables Salesforce users to update records that are returned by the search result more quickly.
The users can find the right data faster and take action on it instantly inside of Salesforce. This is a great enhancement to Salesforce’s existing search functionality.
Einstein is free for every Unlimited, Enterprise, plus Performance edition customer, with Lightning-enabled.
To Set Up Einstein Search:
Step 1: Enable Einstein Search and Turn on Personalization
Step 2: Make a Permission Set and put on the Natural Language Search (NLS), and Enhanced Results
There are three different permissions on the permission license:
2. Then Click the Save, the dialogue box appears as
3. Assign the Permission Set to users. that will use Einstein Search.
Step 3: Define Search Result Layouts
Now, may want to refine search result layouts and what actions users will be capable of taking.
The actions add to the Mobile and Lightning Experience Actions area of the page layout in Setup (1), will be shown on both a record page (2) search (3).
Account Page Layout:
After hit, the search bar see some amazing new features like:
The assists in replacing the need to build multiple reports and list views. users can easily search for “My Opportunities” or “My Accounts in San Francisco”. Imagine how much time it saves for both the admin & end user.
This game-changer really does cut down on the number of clicks needed.
The Related Lists Quick Links can be accessed from both instances.
Personalized Search Results (Beta)
Personalized search results are for accounts, contacts, opportunities, cases, and leads and are based on user activities.
Activity—how frequently or recently viewed the records.
Location—records that are associated with a place like a city, state, or country that work with frequently.
Ownership—records that are held, altered, or modified by people that are essential.
Specialization—records that are associated with an industry or product field preferred.
Source: Personalized Search Results (Beta)
Feature Support and Limitations
The Einstein Search platform takes search to the next level. It’s powerful, easy-to-use, and provides personalization for needs in seconds with natural language search options that provide instant results at any time!
Salesforce Objects That Support Einstein Search
Einstein Search supports these Salesforce objects:
Einstein Search is proof that why Salesforce is a platform for boosting user productivity and customer success. Salesforce is a force to be reckoned with. With Einstein Search, users can drastically cut down the number of clicks and page load for the most frequently-used tasks.
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