Einstein Search enables your users to get personalized and actionable search results inside Salesforce. This key enhancement featured heavily at Dreamforce ‘19 and it’s set to transform the way we search our Salesforce orgs. Although currently in beta, did you know you can still enable Einstein Search right now?
This post will walk you through how to get started successfully with Einstein Search – how to set it up, what you can do with it, and understand how it works.
How Do I Get Einstein Search?
Einstein is free – available to Unlimited, Enterprise and Performance edition customers, with Lightning enabled.
How Do I Setup Einstein Search?
Step 1: Enable Einstein Search and Turn on Personalization
- Head over to Setup > Einstein > Einstein Search > Enable Einstein Search.
- Tick “Turn on Personalization (Beta)” and click “Save”.
Step 2: Create a Permission Set and Turn On Natural Language Search and Enhanced Results
- Create a Permission Set by going to Setup > Users > Permissions Sets.
- The “License” should be “Einstein Search”, click “Save”.
- Add the following to your new Permission Set:
- Einstein Search
- Instant Actionable Results
- Natural Language Search
- Click “Save” when asked “Do you want to save these permissions?”
- Assign the Permission Set to users.
Step 3: Define Your Search Result Layouts
At this point, you may want to define your search result layouts and what actions users will be able to take.
Any changes you make to layout, fields and actions can affect your existing set up. For example, what actions are available in search is determined by the page layout assigned to your user for that object.
Any actions you add to the “Mobile and Lightning Experience Actions” area of the page layout in Setup (1), will be displayed on both the record page (2) and search (3).
Account Page Layout:
To find out more, check out this Salesforce Help article.
We’re all set up, now what?
Once you and your users have the permission set assigned, you’ll see Einstein Search immediately!
As soon as you click into the search bar you’ll notice some amazing new functionality including:
- Einstein tips
- Suggested searches
- Recent items
- Suggested lists
You can use Einstein Search to replace the need to create many reports and list views. Your users can simply search for “My Opportunities” or “My Accounts in San Francisco”. This one’s a time saver for both Admin and end user!
(Note – the record displayed above had “Bristol” in the City field of Billing Address.)
As well as personalised search results, you can also take actions; this game-changer really does reduce the number of clicks required.
Where you are directed to a recommended result, you will also see actions without having to navigate into the record.
In both instances, you can jump straight into a Related List via Quick Links, instead of navigating via the record.
Top Tip: From Winter ‘21 Einstein Search will now return results for renamed standard objects! So, if you’ve renamed Leads to Prospects, you can now search for “My Prospects”.
How does all this work?
Personalized Search Results (Beta)
Personalized search results are available for accounts, contacts, opportunities, cases, and leads and are based on user activity. This means Einstein orders your search results based on:
- Activity—how frequently or recently you’ve viewed the records.
- Location—records that are related to a city, state, or country that you work with often.
- Ownership—records that are owned by or modified by people that are important to you.
- Specialization—records that are related to an industry or product area you prefer, or have a status or stage that interests you.
Smarter Natural Language Search Results (Beta)
Einstein Search uses what’s known as “natural language” which allows users to search in Salesforce the same way they would when using something like Google search. From Winter ‘21 Einstein’s natural language capability is getting even smarter, ignoring common words that aren’t relevant, improving search results.
Einstein – Always Learning
Einstein is designed to learn what’s important to your users in order to suggest relevant records or searches. Einstein will even ask you if it returned the correct result and in choosing a thumbs up or down, you can help it get smarter.
Combined, these powerful features make Einstein Search, and by extension Salesforce, feel more perceptive and more in tune with what users want.
Einstein Search continues to demonstrate that Salesforce is a platform accelerating user productivity, enabling businesses to focus on pursuing customer success.
In Salesforce’s own words “Using Einstein Search can result in an up to 50% reduction in clicks and page loads for the most frequently-used tasks, such as editing sales records.” With stats like this, perhaps it’s time you took a look.