How to enable Einstein search in Salesforce?
Here are the exact steps to switch on Einstein Search in Salesforce. 1. Click on your profile icon in the top right-hand corner, go to setup. 2. Type Einstein search in the setup menu search bar on the left-hand side. 3. Click the checkbox to enable Einstein Search personalization, then hit save. 4. Go to Permission Sets.
What is Einstein search in Dreamforce 2019?
With Einstein Search’s introduction in Dreamforce ‘19, it’s now easier than ever to transform how we search for the data and information in our Salesforce org. It brings together the power of intelligent search to CRM that makes it personal, natural, and actionable.
What is Einstein search and why is it important?
It is vital that search should be intelligent and help you find important information quickly, be more productive, and solve customer problems faster. And this is where Einstein Search comes into the fray.
What does Einstein do in Salesforce?
Salesforce Einstein is a set of advanced AI capabilities that help users get smarter insights from their data in order to deliver personalized customer experience, get proactive recommendations for the next best actions, and automate routine tasks.
How does Einstein's search work?
Einstein Search Defined Einstein Search improves upon the traditional Salesforce Global Search feature by delivering results tailored to each user's specific needs. It also enables Salesforce users to update records that are returned by the search result more quickly.
What are the three features of Einstein search?
Einstein Search is enabled by default in Lightning Experience and with it, users get the search features they're familiar with plus the advantages of these strategic features: Personalization, an Actionable Instant Results, and Natural Language Search.
Is Einstein Search free with Salesforce?
Einstein is free – available to Unlimited, Enterprise and Performance edition customers, with Lightning enabled.
How do I set up Einstein search?
0:524:25How to Set Up Einstein Search in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can see the new einstein search enablement box here at the top of the screen. We're going toMoreAnd you can see the new einstein search enablement box here at the top of the screen. We're going to go through the steps. And set up to enable einstein search for my user. This is included in
What is Einstein agent?
Einstein Agent chatbots, built natively on the Salesforce Platform, will allow any company to deliver automatic service at scale using Einstein AI technology.
What is Einstein opportunity scoring Salesforce?
Einstein Opportunity Scoring is available to users with or without a Sales Cloud Einstein license. Opportunity scores tell you the likelihood that an opportunity will be won. For each opportunity score, Einstein shows the factors that have contributed the most to the score, both positively and negatively.
Can I disable Einstein search?
Select Setup from the drop-down menu. Use the Quick Find search bar on the left-hand side to search for "Einstein Search." Under the Einstein Search section in the search results, select Settings. Deselect the Actionable Instant Results checkbox.
Where is global search in Salesforce?
Select the Global Search Box component in the page you're configuring. In the Partner Central template, for example, this box is on the Home page. Specify the text that appears in the search box. The default text is Search...
How do I enable Einstein in Salesforce?
Note When Einstein Activity Capture is on, you can't use the Related Lists activities view.From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings.Click the Settings tab.Turn on or turn off Einstein Activity Capture.
What is Einstein search?
Einstein Search brings the power of artificial intelligence (AI) to search with: Personalization. Users get results that are directly tailored to their needs, no matter which role they have or which department they’re in. Natural Language Search.
How much does Einstein search boost productivity?
That makes users more productive. In fact, analysis shows that Einstein Search can boost productivity up to 50% (see the blog linked under Resources). And that saves time and money. If playback doesn't begin shortly, try restarting your device.
Is Salesforce search smart?
But even Salesforce searching requires some elbow grease. You may still need to sort through lists to find the one item you need, set up multiple List Views, or if you’re an admin, do a lot of groundwork to ensure accurate searches. In short, regular search is powerful, but not always super smart.
How to use Einstein search in Salesforce?
1. Click on your profile icon in the top right-hand corner, go to setup. 2. Type Einstein search in the setup menu search bar on the left-hand side. 3.
How does Einstein search work?
Einstein Search improves upon the traditional Salesforce Global Search feature by delivering results tailored to each user’s specific needs. It also enables Salesforce users to update records that are returned by the search result more quickly.
What does it mean when you switch on Einstein Search?
That means it delivers results ever-more tailored to the user. On the other hand, when you switch on Einstein Search, it has no history or previous learning. That means, at first, the search results are not optimized for you. However, the more you use it, the better the results become.
How many leads does Ben own?
Ben owns only one Lead in the search result. This Lead appears at the top of the list. That’s because the search result is tailored to be relevant to Ben. In other words, he regularly edits and updates Leads he owns. Let’s look at the same search query and results in a non-Einstein search result.
Can you create synonyms in Einstein Search?
You can create custom synonyms in Einstein Search, but they only work when searching for selected objects. You can’t build them on Accounts, Contacts, Leads, and Opportunities, because the intelligent nature of Einstein Search means they are not necessary.
Can salespeople edit records?
Now, salespeople can directly edit the record. Or, they can immediately update one of the related records. In other words, it’s much quicker, and there’s less clicking compared to the traditional search.
Does Salesforce update records?
It also enables Salesforce users to update records that are returned by the search result more quickly. Salesforce claims that consequently, users need 50% fewer clicks and page loads for the most common tasks in Salesforce, such as updating opportunities and recording activities. Those sound like benefits worth having.
What is Einstein Search?
First introduced in Winter ’20, Einstein Search is the next-generation of Salesforce Search.
How do I set it up?
Enabling Einstein Search is simple. However, be sure to test the functionality in a sandbox and check the Considerations .
How will Einstein Search help users?
In short, Einstein Search helps users by boosting productivity. For example, rather than just searching, users can search, edit and use your data more efficiently, all in the search page. This saves unnecessary clicks and provides a much better user experience.
Considerations
Been tempted by Einstein Search? Before enabling, please consider the following:
Summary
Einstein Search is Generally Available in Summer ’21. This article has shown some of its capabilities. Be sure to test and tailor the functionality to suit your business needs. However, if suitable for your business, it has the potential to boost productivity and provide a holistic search experience for your Salesforce Users.
Bonus Penguin Fact
Did you know the smallest Penguin species is the Little Penguin. Native to New Zealand and Australia, the Little Penguin is typically 30-35 cm tall, with a weight of only 1.5kg.
What is Salesforce Einstein?
Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes Salesforce Customer 360 smarter and brings AI to trailblazers everywhere.
Why is Einstein important?
Einstein enables you to become an AI-first company so you can get smarter and more predictive about your customers. Sales can anticipate next opportunities and exceed customer needs. Service can be proactive by resolving cases before they happen.
What is data ready in Salesforce?
Data-ready — You don’t have to do data preparation or manage models. Just put the data in Salesforce and it works. Modeling-ready — Multitenant, automated machine learning means the right model is automatically fit to your organization. Production-ready — No DevOps needed.
How many companies trust Einstein?
Einstein is built on the robust and flexible Salesforce security architecture trusted by more than 150,000 companies across industries and around the world. Learn More at trust.salesforce.com.
Does Einstein work with Salesforce?
Einstein is seamlessly integrated into many Salesforce products. To use it, you don’t have to do any data preparation or manage models. Simply put your data in Salesforce and any features you have that are powered by Einstein will use that data to make you smarter and more predictive about your customers.
Try It Out
Here are a few things to know about enabling Einstein Search features.
Get Your Users Stoked About Einstein Search!
When you enable Einstein Search, don’t forget to tell your users about it. Simple #AwesomeAdmin reminders in the form of Chatter posts, emails, or trainings do the trick. You can use and adapt this example email as a template for your communications!
Resources
For more on how to supercharge productivity with Einstein Search, check out this blog post: Increase Remote Worker Productivity with Einstein Search.
What did Einstein discover?
Einstein discovers implicit preferences, and personalizes on attributes like geography, ownership, industry, and activity to create dynamic profiles of preferred attributes per user. But Einstein Search also shows Ben’s Opportunities owned by other people.
Why can't you go into a search box and say "my closed opportunities in San Francisco"?
You can’t just go into a search box and say, “my closed opportunities in San Francisco,” because search systems don’t deal with the meaning of words; they just treat them as symbols. But Einstein Search works in a more natural way. It understands normal, natural language.
Where do Ben and Kara work?
Ben and Kara work at a company that has a lot of clients with Acme in their names. (Acme Technologies, Acme Health, Acme Partners… whatever an acme is, it’s very popular.)
Does Einstein search delete other search results?
This illustrates an important point: Einstein Search doesn’t delete other search results. It promotes the ones that it thinks are of most interest to Ben, but if Ben really wants to see all open opportunities, they’re there. When Kara searches for Acme, she sees a different set of results.
Can you do the same keyword searches on Einstein?
You can just do the same keyword searches you’re used to doing, and Einstein Search personalizes the results. Think of Einstein Search personalization as letting the cream of search results rise to the top. Personalization is currently available on Accounts, Cases, Contacts, Leads, and Opportunities.
Can Einstein search find your keys?
By allowing Ben to go seamlessly from searching to taking action, Einstein Search has saved him a multitude of clicks, as well as time. Einstein Search can’t find your keys in a messy apartment—yet.
What is Einstein search?
Einstein Search is a powerful lightning search option that lets you find information and execute the process simultaneously. In the picture above, the search is divided into two parts. Users get a preview of their selected record and create a New Opportunity or Edit directly on this page.
How does Einstein's search increase productivity?
Einstein’s search increases productivity by displaying the most relevant information for each user and providing personalized actions in search results. Using Einstein Search can result in a 50% reduction in clicks and page loads for the most frequently used tasks, such as editing and processing sales records.
Why are search engines important?
Consumer search engines provide a seamless way to understand today’s changing complex world. And consumers require a digital customer experience solution that is fast, accurate, and continually improving to drive informed decision-making and deliver a personalized user experience.
Learning Objectives
Search Faster and Smarter with Einstein Search
- Searching has always been a part of life. Finding things you need to finish a task or solve a problem isn't always easy. If, for example, you own an overly active cat, and you want to buy it a pair of knee-high athletic cat socks, do you look under “pet supplies”? “Animal clothes”? “Knee-high athletic socks—tiny?” We have search engines like Google and Yahoo! to provide us with instant …
Personal, Natural, Actionable: What Sets Einstein Search Apart
- Einstein Search brings the power of AI to search with: 1. Personalization.Users see results that are ordered based on the objects and records they work with most. The order of search results differs for each individual, but no results are filtered away. Results are only reordered to be more relevant for you. 2. Natural Language Search. Users get se...
Resources
- Help: Search Across Salesforce
- Help: Einstein Search: Work Faster and Smarter