Salesforce: Einstein Search

November 2, 2022
3 min Read

“Personal, Natural & Actionable”

If you’re one of the 4.5 billion people who use the internet today, you probably use a search engine to look up, buy, or learn about anything. Consumer search engines offer a smooth means of navigating our complex environment. Today users are accustomed to a quick, accurate, and evolving search experience.

Intelligent search should make it easier for you to locate important information quickly, increase productivity, and deal with client issues swiftly. When people conduct a search within their CRM at work, they find the experience excruciatingly underwhelming. Far too many clicks are required to locate what you’re searching for, and the UI confuses rather than clarifies.

As an admin, you would have been frustrated by End users complaining, “I wanted to do a global search on my Salesforce, but it is not working for some objects and fields.” This is a drawback, but now Salesforce has done is that they have implemented Einstein search, and they claim that this feature allows us to intelligently search for what we want, and our frequent searches will pop up in our ladder (they have implemented AI).

“ Einstein Search brings the incredible power of intelligent search to CRM by making it personal, natural, and actionable.”

It is also free – available to Unlimited, Enterprise, and Performance edition customers, with Lightning-enabled. And from Winter ’22 release, Einstein Search is on by default.

Now we’ll go ahead and look at a straightforward example where there’s a custom object we will search for, and let’s see how far it works. As you can notice in the image below, the search works perfectly, and it’s not a problem.

But let’s see how it works when we search for a state, which is also an account expected to be reflected in global search results.

As you see, that did not give up any result, which is strange for a standard object to be not present there, but this particular user does not as frequently visit it, and that’s where we can go in the list down below here and click on show more and click on accounts that’s where the search result is generated. So as pointed out in this instance, the search is happening but in the lower tab.

How do you change this as Admins and Developers?

As admins or developers, we want to ensure that account search works at all times. Salesforce has released the “Object to always search feature”. Now there is a beta feature released in winter’22, and it’s still in beta testing, but it can still be used by enabling permissions.

Where can we find this?

Go to Setup & search for the object, and you will see Einstien search. Now, if you look at the image above, you can see it’s under the Einstein > Einstein search > “OBJECT TO ALWAYS SEARCH”. Since this is still in beta, we will enable it for the system admin and select ‘search for accounts’ after Einstein determined objects.

The default search profile is intended to find objects, but you can define it for every profile using this feature. So we have defined it for accounts and enabled this feature now. Now that we had enabled the feature, let’s go to the home page & search for this particular account that didn’t give any results before we turned on this feature.

The “Object to always search” feature works, and search results can be seen now because this feature searches the Einstein Datamine account, which is the AI engine for global search. Then it correlates with the “Object to always searching for” in a particular profile system admin.

Einstein Search continues to demonstrate that Salesforce is a platform that accelerates user productivity, enabling businesses to focus on pursuing customer success. And the “Object to always search” feature is really good and can save you a day as admins.

Let us know your thoughts!

For more blogs: https://areya.tech/blogs/

To know more: connect with us today!
Contact: info@areya.tech

Share:

Areya Technologies

Trusted Technology Partner

Leave a ReplyCancel Reply

Tutorial: Basic introduction to LWC Lightning Web Components is open source, empowering you to explore the source code, customize the behavior for your needs, and build enterprise-ready web components on any platform, not just Salesforce. Lightning Web Components (LWCs) are a user interface (UI) framework that Salesforce Developers use to create customized pages and functions on the Salesforce platform. Lightning Web Components are seriously becoming the “big thing” for Salesforce Developers, especially for front-end development. Two programming models are now available for creating Lightning components: Lightning Web Components and the original form, Aura Components. Custom HTML elements known as “Lightning

Everything you need to know about SSO (Single Sign-On) and its Importance

Everything you need to know about SSO (Single Sign-On) and its Importance One of the more tedious jobs as a Salesforce admin is resetting users’ passwords. Even though there’s a button on the Salesforce login screen that says “Forgot your password”, some people don’t notice it. If only there were an easier way! Single Sign-On (SSO) is a simple idea: you will instantly be signed into all the other applications you require after signing into one system. You’ll have fewer passwords, fewer headaches, and less redundancy, which should free you up to focus on your original goals rather than getting

Basics: everything to know about Composite API and its advantages

Basics: everything to know about Composite API and its advantages A potential architectural answer that can bundle multiple calls into a single API request. Salesforce has been helping organizations handle the customer database for over 2 decades. It provides users with the right mix of process automation and personalization and tailor services to the specific requirements of the clients. Salesforce integration is the process of merging the data and the functionality of salesforce with another application to provide users with a single unified experience. It allows you to provide your team with the ideal platform features. We have the word

Beginners Guide to MuleSoft and the Anypoint Platform

Beginners Guide to MuleSoft and the Anypoint Platform MuleSoft can connect any system, application, data, and device to unleash the power of Customer 360. The combined power of MuleSoft, the #1 integration platform, and Salesforce, the #1 CRM, enables customers to accelerate digital transformation What is Mulesoft? 1. MuleSoft is a vendor that provides an integration platform to help businesses connect data, applications, and devices across on-premises and cloud computing environments. 2. MuleSoft unifies data to deliver a single view of the customer, automates business processes, and builds connected experiences. Each integration becomes a reusable building block using a modern

+1 (469) 436-6224

info@areya.tech

San Francisco Headquarters

One Bay Plaza, 1350 Old Bayshore Hwy,#520 Burlingame, CA 94010

Bengaluru Office

IndiQube Edge 4th floor Bellandur, Bengaluru, Karnataka 560103

Pune Office

OYO Workspaces India Pvt. Ltd. Above Vijay Sales, 2nd floor, Pride Purple Accord, Baner road, Baner, Pune - 411045