Einstein Search – What is it and How do I use it?

Einstein Search

It’s time for another #LightningFlap! In this post, we’ll cover Einstein Search. This is Generally Available in Summer ’21. 

We’ll show what Einstein Search is, how to set it up and use it. Let’s get started! 

Table of Contents

What is Einstein Search?

First introduced in Winter ’20, Einstein Search is the next-generation of Salesforce Search. 

It empowers users with:

  • Personalisation: Einstein learns your preferences. Results are tailored to you
  • Natural Language Search: Use everyday language to find records (e.g. my leads)
  • Actionable Instant Results:  See record previews, links, actions etc. All directly from the search
  • Knowledge Advanced Search: Find relevant knowledge articles easier. Click here for more information
As of Summer ’21, Einstein search is available to Essential, Professional, Enterprise, Performance and Unlimited Edition customers. You will need to use Lightning Experience and it supports the Salesforce Mobile App. Moreover, it is available at no additional cost.  

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

The first choice you will have is whether to enable it for selected users or the entire org. Salesforce recommends enabling for the entire org. If you prefer to enable for selected users via Permission Sets, please follow the steps outlined here. In this article, we’ll discuss how to setup Einstein Search for all users. 

NOTE: Org-wide settings override settings applied to individual users via Permission Sets. 

To enable Einstein Search for all users, follow these steps:

Go to Setup. In Quick Find, search ‘Einstein Search’

Quick Find | Enable Einstein Search

When the page loads, select which features you wish to enable. It is recommended to enable all. 

NOTE: Personalised and Actionable Results can be enabled separately. Natural Language Search requires Actionable Instant Results. Click here for more information

When ready, click save. 

Select Einstein Search Settings

That’s Einstein Search enabled! Search results will improve with usage. In addition, you can customise Search Layouts. Let’s take a look at this next. 

How to Setup Search Layouts

Make the results as helpful as possible. For example, lets say your users want to see the ‘Parent Account’ field when previewing records. Search Layouts allow you to do just that. These can be tailored on a profile specific basis, with up to 10 fields shown.  

To do so, go to: Setup | Einstein Search | Search Layouts | Select your desired object

From there, select to update the Default Layout, or layouts for specific Profiles. Click here for more info.  

Example of customising the Account Search Layout

How will Einstein Search help users?

Walkthrough of main Einstein Search Features

Einstein Search has a number of key benefits for 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:

  1. Test in a Sandbox and show to your Users. 
  2. Understand what Actions and information are needed on Layouts. For example, engage your users to understand what they need
  3. Be aware of limitations in functionality (e.g. Objects supported). Click here
  4. Consider the use of Global Models and data processing within Einstein. Click here

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.  

Want more?

Found this article useful? Why not share?

Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email

Or check out some of our other articles:

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.