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Why Your Business Should Be Using Einstein Search

October 31, 2022 in

Many businesses rely on simple, centralized access to company data to delight customers and engage leads. However, organizational search processes can be time-consuming and complicated, making it difficult for teams to get the information that they need. Einstein Search, a powerful search feature from Salesforce, aims to change this roadblock to productivity. With this feature, users can say goodbye to multiple browsers and clutter, and hello to personalized, actionable results that are easy to review and manage.

What Is Einstein Search?

As a Salesforce customer, you have access to a wide range of exciting new features and innovations. If you want to take full advantage of the platform, Einstein Search is one of the most useful tools that you can implement. 

Einstein Search is a personalized, advanced search engine for the Salesforce platform. It builds upon the traditional Salesforce Global Search feature to deliver more tailored results and recommendations for users. Einstein Search leverages the artificial intelligence (AI) capabilities of Salesforce’s Einstein product, helping reduce clicks and boost productivity.

Top Features of Einstein Search

Like many Salesforce products, Einstein Search comes with a set of innovative capabilities that help users complete their jobs faster and better. Below are some of the key features of Einstein Search:

  • Personalized Search: Einstein Search provides a highly personalized search experience based on users’ interactions with Salesforce records. These highly tailored search results and filters make it simple for users to quickly find the information that they need.
  • Natural Language Processing: Users can use common phrases to conduct searches in Einstein Search, which improves the accessibility of the service. Whereas certain phrases would not return results in traditional Salesforce search engines, Einstein Search makes it easy to find critical records.
  • Actionable Search: Einstein Search allows users to see instant actionable results based on their recent activity. Using these recommendations, users can quickly access records and edit important information. With intelligent search, teams can accelerate their productivity.
  • Easier Record Updates: Using Einstein Search, users can quickly update and add records in the system directly from the search platform. This process is much faster and simpler compared to traditional Salesforce search engines. These capabilities are critical for people in dynamic departments like sales, where leads require frequent updates. 

Benefits of Adopting Einstein Search

Einstein Search can deliver several important benefits to your organization. Your teams can find important information faster and get their tasks done quickly. This improved agility can boost your speed of innovation and productivity levels. 

With this innovative application, employees can make changes with fewer clicks and ensure all of their critical records contain the most up-to-date information. This can help reduce the risk of confusion and ensure that everyone is on the same page when it comes to important products, boosting team cohesion.

Adopt Einstein Search with the Help of HigherEchelon

For many businesses, Einstein Search can be an extremely valuable tool for finding information faster, updating critical records, and boosting organizational productivity. If your organization wants to implement this exciting application and other Salesforce capabilities, trust the specialists at HigherEchelon, Inc. to help you get there.

Our Salesforce implementation experts can save your organization time, money, and headaches when adopting this exciting platform. Call us at 866-469-9945, email us at solutions@higherechelon.com, or fill out this form for a free consultation.