Increase Remote Worker Productivity with Einstein Search


Most Salesforce users use Salesforce Search. But sometimes, it can be difficult for users to find exactly what they are looking for. That is why we have combined the power of AI with Salesforce Search to bring you: Einstein Search! And the best part is that most* Admins can turn it on on their own to boost their users’ current experience with more powerful, intelligent search.

Turn on Einstein Search for every Salesforce user today!

Powered by intelligence, the new Einstein Search experience makes it much easier to find what you’re looking for and do things more efficiently in Salesforce. And, as you may suspect, it’s fully powered by AI.

Here are three ways Einstein Search improves Salesforce users’ search results:

  • Personalized to you:If you’re searching for Robert Burns, out of 100 Robert Burns in the system, Einstein Search will identify the most relevant Robert Burns *for you* and show it as the top result.
  • Natural language-based: Instead of manually sorting and filtering to get the list you need, now you can simply type “my open opportunities this month” and Einstein Search will instantly display them.
  • Immediately actionable: We all want fewer clicks. Now when you search for Robert Burns, you will see actions you can take—such as creating a case or logging a note—right within the search box.

Ready to see it in action? Check this out:

Default Search:

Einstein Search:

How to turn on Einstein Search

Step 1: To start getting personalized results, you need to turn on Personal. Check the checkbox on the Einstein Search setup page. For more details, see Enable Search Personalization. This should take three minutes or less.

Step 2: To turn on the natural language and actionability functionality, first create a permission set, then assign the permission set to users. See Create an Einstein Search Permission Set and Assign the Permission Set to Users. This might take 10-20 minutes.

Note: The Natural language features are currently available in English only.

And that’s it!

If you want to give your users a heads up on this new feature availability, you can use and adapt this example email as a template for your communications!

For organizations with thousands of users, change management is always an important consideration. We like to think the best features are so intuitive, they don’t need any change management. Einstein Search is intuitive— simply turn it on and let your users thank you for helping make them more productive. Additionally, if you have any questions, email us at

*Please check the Einstein Search Beta Limitations documentation for specific information about whether or not you will be able to use this feature in your org.

Build Intelligent Apps with the Salesforce Platform

As Salesforce Admins, building apps and custom workflows for your Salesforce users is like second nature, and it’s fun! We’ve seen so many super cool apps that leverage Lightning App Builder, Process Builder, Quick Actions, Lightning Components, and more to personalize the user experience and make it much more streamlined. However, users want not only […]

Understanding Your Prediction Scorecard

Einstein Prediction Builder: Understanding Your Scorecard Metrics and Prediction Quality

So, you’ve built a prediction with Einstein Prediction Builder 🎉. You’ve taken the steps to understand whether or not that prediction is indeed working correctly. You’ve even researched how to think through those predictions while keeping bias in mind in order to get the most accurate set of predictions moving forward. And now, you’re ready […]


Supercharge Productivity with Einstein Search

Editor’s note: This is a popular blog post, so we’ve updated it with the latest information and resources. Let’s face it. Every #AwesomeAdmin knows that being productive is all about working smarter, not harder. That’s why we’ve given search a big boost in brainpower with results that are more actionable and tailored to how your […]


Have an Idea for a Story?

We are all about the community and sharing ideas.
Do you have an interesting idea or useful tip that you want to share?