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 each user's specific needs. Salesforce users can update the records returned by search results more quickly. With Einstein Search’s introduction in Dreamforce ‘19, it's now easier than ever to transform how we search for our Salesforce org data and information. It brings together the power of intelligent search to CRM that makes it personal, natural, and actionable.

1. Einstein Search
in Salesforce
Tips for Salesforce
Administrators
TM
TM
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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.

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Features Of Einstein Search
➢ Personalization
➢ Natural language search
➢ Actionable instant results and recommended results

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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
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