Full Answer
How to use Salesforce everyday?
Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.
How much does Salesforce CRM cost?
Salesforce Cloud Essentials. $25 per user per month. Because you are billed annually, your minimum upfront cost is 25 x 12 = $300 (for a single user) Because you can only have up to 10 users at this price, your maximum upfront cost is 10 x 300 = $3,000 (for 10 users)
What is Sales Cloud Einstein?
Sales Cloud Einstein is one of the best AI-powered tools which provides guidance, prediction, automation, forecasting, scoring, prioritizing, and managing your contacts, leads, opportunities, and customers. Its various Einstein tools help you to convert more and more deals faster at every step of the sales journey.
What is Einstein Sales Cloud?
- Sales Cloud Einstein is available only to users with standard Salesforce licenses.
- When you purchase Sales Cloud Einstein, Salesforce installs two packages in your org, SalesforceIQ Cloud and Sales Insights. Each package adds an associated integration user and profile. ...
- Platform encryption isn’t currently supported with Sales Cloud Einstein.
What is Salesforce Einstein search?
Einstein Search gives the global search box more power and intelligence right from the first click. Work faster, complete tasks directly from the search results, and get results that are most relevant to your role in your company.
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 is the use of Einstein Analytics in Salesforce?
Put simply, Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment. Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day.
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.
Is Einstein Search free with Salesforce?
Einstein is free – available to Unlimited, Enterprise and Performance edition customers, with Lightning enabled.
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.
What is the difference between Einstein and Tableau?
However, Tableau has filled a competitive gap for Salesforce that Einstein Analytics simply hasn't. While users primarily take advantage of Einstein Analytics for their CRM-centric analytics needs, Tableau is able to tackle a broader range of data.
Where is Salesforce Einstein data stored?
The data is stored on the Salesforce AWS servers and databases, which are hosted by Amazon Web Services behind an AWS Virtual Private Cloud (VPC). The data is used by either Inbox, Einstein Activity Capture, or both to bring productivity-boosting tools to assigned users.
What is Sales Cloud Einstein?
Sales Cloud Einstein is your own data science department that learns from your team's sales activities and CRM data and helps you identify the best leads, convert opportunities more efficiently, and retain customers with ease.
How do I set up Einstein Salesforce?
Enable Einstein Account InsightsMake sure users have access to the Name , Title , and Type fields on the Account object.From Setup, in the Quick Find box, enter Assisted Setup and then select Assisted Setup under Einstein Sales.If it's your first time visiting the setup page, click Get Started.More items...
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...
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.
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.
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.
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.
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.
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.
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 is Einstein search?
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.
What does "Einstein orders your search results based on" mean?
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.
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