Get Started Today With Einstein Search
Einstein Search is transforming the way we search in Salesforce, enabling your users to get personalized and actionable search results.
This post will walk you through how to get started successfully with Salesforce Einstein Search – how to set it up, what you can do with it, and help you understand how it works.
How Do I Get Einstein Search?
Einstein is free – available to Unlimited, Enterprise and Performance edition customers, with Lightning enabled. From Winter ’22 release, Einstein Search is on by default, so it’s time to help your users skill up on this awesome productivity feature.
How Do I Setup Einstein Search?
Step 1: Check Your Settings
- There’s no need to enable the feature – it’s on by default! But you can check your settings by going to Setup > Einstein > Einstein Search > Settings.
- From here you can turn specific features on and off.
Step 2: 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.
The fields displayed are controlled by the ‘Search Layouts’ defined for each object. This can be edited by going to the object > Search Layouts.
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.
Step 3: Control Which Objects Users See
As the Admin, you can define the search-scope. In layperson’s terms? This simply means the objects that Einstein always looks at when providing search results; these objects will be included in instant and top search results. Einstein will continue to include results from “Einstein determined objects” which are based on a user’s activity. You can define the search-scope per profile.
Einstein Search is all set up, now what?
As soon as you click into the search bar you’ll notice some amazing new functionality including:
- 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 Address.)
As well as personalized search results, you can also take actions by hovering over the record; this game-changer really does reduce the number of clicks required.
Where you are directed to a recommended result, you can see and navigate to actions and related lists without having to go into 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
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.
Source: Personalized Search Results
Natural Language Search
This feature 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.
Actionable Instant Results and Recommended Results
When a user clicks into the search bar, users will see the actionable user interface. This will include:
- Suggested natural language searches that will create custom filtered lists – these are based on recent searches and will continue to update as the user keeps typing.
- Potential search results based on what the user has types in the search bar – when a user hovers over each record they will be able to see more information about that record, related lists and action buttons such as ‘Edit’ or ‘Clone’.
- Suggested list views
Einstein Search for Knowledge Articles
From the Winter ’22 release, Einstein Search is available in Pilot for Knowledge Articles. This feature is available for orgs with Lightning Knowledge enabled, using Enterprise, Essentials, Performance, Developer, and Unlimited in Lightning Experience.
Einstein Search for Knowledge Articles is based on each user’s work and the popularity of a particular article.
Source: Assist Your Agents and Customers to Find Knowledge Articles (Pilot)
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.
- Einstein Search: Work Faster and Smarter
- Introducing New Einstein Search – Increasing Productivity With AI for Every Customer
- Einstein Search: Work Faster and Smarter
- Einstein Search Limitations
- Take Control of Which Objects Users See in Search (Beta)
- Assist Your Agents and Customers to Find Knowledge Articles (Pilot)
150 active user licenses are needed 🙁
Hi Bart, I was actually talking to Christine about this the other day. Salesforce did say there was a 150 seat minimum at Dreamforce, but when we later checked the Salesforce Help article, there is no mention of the 150 licenses. Wondering if you have seen this mentioned recently?
I don’t believe that Einstein search is available for Professional Edition as stated above.
Thank you for pointing this out, it applies to Performance edition. We have updated the article, sorry.
New Einstein Search:
If I’m reading it right – Only applies if you have 150+ Users which is quite disappointing. Every time I get a little excited about Lightning Salesforce finds a way to take the wind out of my sails
Hi John, I was actually talking to Christine about this the other day. Salesforce did say there was a 150 seat minimum at Dreamforce, but when we later checked the Salesforce Help article, there is no mention of the 150 licenses. Wondering if you have seen this mentioned recently?
Thanks for the article!
I talked to my AE, and the 150 limit is no longer valid.
Christine, have you heard any word on whether this product will be free for Orgs after it has gone through beta? The only element in Einstein Search that I could find on this page (https://www.salesforce.com/editions-pricing/einstein-analytics/?d=cta-body-promo-299) was about Conversational Queries.
Thanks for your article very detailed.
I have a question about this new feature:
If a standard object has been renamed (only the label),’Case’ in ‘Request’.
The search functionality around the boxes no longer works, is this normal?
The search functionality around ‘Cases’ don’t works at expected, is it normal?
My search :
1- ‘Cases closed last week’: I have results for this sentence
2- ‘Requests closed las week’: No results found
How could I get around this problem, on our org ‘Case’ is not known by business users, we work only with ‘Request’.
I tried the synonyms but it doesn’t work.
Do you have an idea to help me ?
Thanks in advance
I had a theory about why this wasn’t working for you and unfortunately Salesforce have confirmed it is correct:
“Please note that changing the label name will not change the API Name. So even if we change the label from Case to Request, we still need to search for “My Cases” as the API Name will not change.”
Not good news for you or your users I’m afraid.
I’d like to activate Einstein Search on an Org in order to use the preview and quick action functionalities on the results, it will really help on reducing the number of clicks for our Sales.
However, the documentation mentions that “Einstein Search is available in English only.” and our org and users are mainly French (and some Spanish).
We won’t use the conversational search for which I expect the language to be a prerequisite.
Do you know if the language limitation would have an impact on the functionalities we are interested on ?
Thank you !
Hi Salesforce Ben!
RE: your example of ‘My Opportunities’ , can it go one step further and understand ‘My Overdue Open Opportunities’? TIA!
Hi Jennifer, l was just testing few options, nope it doesn’t understand ‘My Overdue Open Opportunities’ because “overdue” will not be a logical criteria. You probably have to be a bit more specific with the date. It gets “my open opportunities created last month” though!
Hi, can you let me know how we can use Einstein Search in Production. After getting very excited after testing it in UAT we find we cannot install in Production.
I’m confused on whether this is available as part of Salesforce releases or whether we need to pay for it. We have over 600 Users in one org and 350 in another and we plan to merge into one Salesforce org in the very near future and would value your input if this is something we can use as part of Salesforce going forward.
Were you testing in a sandbox linked to your production org? Can you also confirm you are using a supported edition – Unlimited, Enterprise or Performance with Lightning enabled?
We are testing in a sandbox that is a full copy of the production org. and is an Unlimited Edition with Lightning enabled.
Do you have Einstein Search Personalization switch on? https://help.salesforce.com/articleView?id=search_einstein_setup_personalization.htm&type=5
I’ve done a bit of research and can’t see any obvious reasons why you cannot see the options to enable it in production.
How can I report on Einstein Search?
Can you elaborate on what you would like to report on?
Hi is there a way to customize the second row of information? I have tried search layouts. We want to show our external account id next to the account name. I would upload a picture to this comment but I cant 🙁
Do you mean the fields displayed on the highlights bar on the Account record?
hello. My org has a customized search component as part of a customer lightning app which is not Einstein search enabled. Is there a way to utilize Einstein search within a customized lightning app/home page? So far I’ve only seen it available as part of global search.
Not to my knowledge – perhaps check with your Salesforce AE?
Good Article, i learn something very useful.
Thanks for reading!