February 5, 2020

Einstein Search in Salesforce

Einstein Search in Salesforce
Search results are personalized based on record ownership, recent activity, geography, etc.

It allows us to hover. When we hover the suggestion, it will show additional information. Shows Page-level record actions, related list quick links and list views.

If you search "my open opportunities", it will show all your owned opportunities in open Stages(Negotiation, Discovery, Qualification, etc).
If you search "open opportunities", it will show all the opportunities in open Stages(Negotiation, Discovery, Qualification, etc) you have access to.
If you search "my open opportunities in Miami", it will show all your owned opportunities in open Stages(Negotiation, Discovery, Qualification, etc) where city is Miami.

We can use my, all, my team, my account team, my sales teams, colleague's name, etc during search.

If you search "acme contacts", it will show all the contacts which belongs to Acme Account. If there are multiple Acme accounts, you can click Looking for different acme? and select a different account.

Supports different search layouts for every profile for every object.

To enable,

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