(bright whistling music)
- Hi, I'm Marc Baizman,
Sr. Admin Evangelist,
and I wanna show you Einstein Search.
Einstein Search is really easy to enable
and will improve your user
search results in three ways.
One, it will make your
results more personalized,
so those relevant results
will surface more quickly
for each user.
It's natural language based,
so you can type a sentence like,
"My open opportunities,"
and get the results that you expect,
and they're immediately actionable.
So when you get those results,
you'll be able to see the record details
and even drill down into related lists
with a minimum of clicks.
So let's check it out!
Here we are in Setup, and you can see
the new Einstein Search
enablement box here
at the top of the screen.
We're gonna go through the steps
in Setup to enable Einstein
Search for my user.
This is included in Professional
Edition orgs and above.
So there's two steps once we're
in the Einstein Search settings here.
We're gonna tick the first box,
which is that all users get
personalized search results,
and then we're gonna
create a permission set
and assign the permission
set to the relevant users.
So let's create the new
Einstein Search permission set.
So we'll give it a label and an API name.
The important thing here is
to give the permission set
the correct license.
Here, this is gonna be the
Einstein Search license.
And once you've got the
permission set created,
we're gonna add the
three system permissions
that we need to add for Einstein Search.
So there are three
permissions that you need.
You need the base Einstein
Search permission,
which shows those recommended results
on the search results page.
Then, you're gonna add
the Einstein Search Record
Previews permission,
which allows the
additional record previews.
And finally, you're gonna add
the Einstein Search Results
Based On Conversational Queries
selection, which will show
those natural language search results.
So we'll save this and we'll
assign it to our users.
So in this case, I'm going
to assign this permission set
to my user,
so you can see the
results once it's assigned
to the Marc Baizman user.
So let's assign this to my user,
and now let's test it out.
Here I am in my Sunshine
Chocolate's homepage,
and you can see that I've
enabled Einstein Search
because you can see a big search box
at the top of the screen.
So you can tell Einstein Search is on.
When I click in, I'm shown
personalized results immediately.
So these are things that I
may have searched for before,
or it's data that I've
looked at more regularly.
A lot of information here,
but I want to search
for a specific account,
which I can do here.
I'm gonna search for the
Associated Supply Company.
It's gonna show me related information
like the contacts associated
with that account,
any opportunities associated
with that account,
and of course the account record
itself here at the bottom.
What's really nice is it's showing me
all the related information.
So it's showing me some
fields on the record itself,
as determined by the search layout,
and it's also showing me, in
the related list quick links,
all the related objects
to that account as well,
which also are on the account page layout.
But again, for your users,
they don't have to drill all the way down.
They can just use this right
here with a minimum of clicks.
So again, thinking about making
your users super productive.
The other thing I can do is use
that natural language query
to do my open opportunities, for instance.
And this will show me,
surprise, my open opportunities.
So again, using a minimum of clicks
and natural language to
show you the search results
that are most important to you.
Pretty cool.
I just showed you Einstein Search.
We saw how to enable it in Setup
by creating a new permission set
and assigning it to our user,
and we saw those
personalized search results
and even used a natural
language query, too.
I can't wait for you to
enable Einstein Search
in your Salesforce orgs.
Thanks so much for joining me today.
(bright whistling music)
