Tech Tip #1

How Einstein Search can Releive Your Admin Burdens

Einstein Search is an AI-powered search capability that allows users to quickly find relevant information across Salesforce objects, records, and files. It uses natural language processing (NLP) and machine learning to understand the intent behind a user’s search query and provide more relevant and personalised search results.

Leveraging Einstein Search has many benefits, such as improved search relevance, significant time-savings and contextualised results.

Explore cases to resolve priority issues faster, locate relevant reports in an instant and easily filter your records with Salesforce’s intuitive search tool.

How to Use Einstein Search:

  • Enter your search query in the Salesforce search bar using natural language phrases or keywords.
  • Einstein Search will analyse the query and provide a ranked list of relevant records, files, and other Salesforce data based on your intent and permissions.
  • You can refine your search by applying filters, such as object types or fields, to narrow down the results further!