Salesforce Admin - How To Set Up Einstein Search In Salesforce - Tips for Salesforce Administrators
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Einstein Search in Salesforce enhances data retrieval by offering personalized, natural language search capabilities and actionable results, making it easier for users to find and manage information. This feature is available in Salesforce Lightning Edition and requires a minimum of 150 users on specific Salesforce editions. Key features include tailored search results, natural language support, and quick access to actionable data.
Salesforce Admin - How To Set Up Einstein Search In Salesforce - Tips for Salesforce Administrators
- 1. Einstein Search in Salesforce Tips for Salesforce Administrators TM TM cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 2. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Meet Salesforce Einstein Search 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.
- 3. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Introduction To Einstein Search Salesforce Einstein Search is a powerful lightning search option that lets you find information and execute the process simultaneously. Einstein Search extends the traditional Salesforce global search functionality by providing results tailored to the specific needs of each user. Salesforce users can update the records returned by search results more quickly.
- 4. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Important Points To Consider Before Enabling Einstein Search ➢ You must be using Salesforce Lightning Edition. ➢ Your sales org must have more than 150 users. ➢ You must be on Salesforce unlimited, Enterprise, or Performance Editions.
- 5. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Features Of Einstein Search ➢ Personalization ➢ Natural language search ➢ Actionable instant results and recommended results
- 6. cloud.analogy info@cloudanalogy.com +1(415)830-3899 1. Personalization: Users see personalized search results based on their profile and interactions with Salesforce records. 2. Natural language search (beta): While using natural language search, users type common phrases like “my open opportunities” or “cases closed last week.” The search terms are converted into custom filtered lists that allow users to get easy access to essential data. 3. Actionable instant results and recommended results (beta): With typing in the global search box, you can see results with record previews, action buttons, quick links, and suggested searches. Users can take action on these results to receive accurate data quickly.
- 7. Thank you cloud.analogy info@cloudanalogy.com +1(415)830-3899
Editor's Notes
- #5: https://garysmithpartnership.com/best-practice-dashboards/