And Natural Language Recognition let him find those results in an easy, simple way. So when Ben and Kara searched for Acme, they would see the exact same search results. Einstein Search understands natural language, specifically as it applies to Salesforce. That’s fine—Ben didn’t expressly indicate that he wanted to see only his own Opportunities. That’s because Ben is based in California and does most of his work there. But in this unit you learned how it can save you time, money, and headaches. You can’t just go into a search box and say,
As a newer user of Salesforce, you’ve recently heard about Einstein, the AI platform. But Einstein Search also shows Ben’s Opportunities owned by other people. Which one is the Acme company he needs to contact?What’s more, when Einstein Search has a high degree of confidence, it provides a Recommended Result, based on your preferences and recent behavior. It’s your intuitive and usual way to talk to colleagues, friends, and family. In the next unit, we show how you, as an admin, can set up Einstein Search for your users. Start Your Einstein Search Engines.
Einstein Personalization also works on mobile. “my closed opportunities in San Francisco,” because search systems don’t deal with the But Einstein Search works in a more natural way. You can just do the same keyword searches you’re used to doing, and Einstein Search personalizes the results. By Matthew Buecher, Senior Director, Real Estate Design and Amanda von Almen, Global Manager, Sustainable Built Environment Salesforce released the feature on the eve of its TrailheaDX developer conference, which went virtual this year. Relevant results from natural language queries — A seamless search experience that understands natural language, specifically as it applies to Salesforce.
Ben presses Enter and Einstein Search displays a personalized list of companies with the word Acme in their names. Announcing Einstein Search â Increasing Productivity With AI
Why Salesforce Has Launched Consumer Goods and Manufacturing Clouds You have to adapt to their language.
And Einstein Search returns exactly what he’s looking for. Even with personalization, though, he sees a lot of companies with Acme. Not, you can say, Einstein smart. Search the Salesforce Trailblazer Community to find answers to your questions, ideas to improve Salesforce, apps to help your business succeed and people to help you get there. By now, hopefully you’re convinced that using Einstein Search can save you time, save you money, and make your users happier. Einstein discovers implicit preferences, and personalizes on attributes like geography, ownership, industry, and activity to create dynamic profiles of preferred attributes With Einstein Search, Ben just types in a normal phrase: “my open opportunities in Oakland” (quotes not necessary). It understands normal, natural language. Click.
Ben and Kara work at a company that has a lot of clients with Acme in their names. It promotes the ones that it thinks are of most interest to Ben, but if Ben really wants to see When Kara searches for Acme, she sees a different set of results.
Combined, these powerful features make Einstein Search, and by extension Salesforce, feel more perceptive and more in tune with what users want. search results rise to the top.
With default Salesforce search, Ben might have to set up filters to see what he wants. Well, hang on to your hats, because Einstein Search isn’t done. Think of Einstein Search personalization as letting the cream of
Ben and Kara’s searches give different results, because (Acme Technologies, Acme Health, Acme Partners… whatever an In the past, every user in the same org got the same search results. Check it out in this …
Oakland” to keep track of them. But now, with Einstein Search, when Ben searches for Acme, he sees results with Acme companies in California at the top.
Enable particular Einstein Search features for specific users. Einstein Prediction Builder lets you make predictions about almost any field in Salesforce with just a few clicks. But communicating with computer systems is hard. It’s a faster, simpler way to retrieve whole sets of information (like every opportunity with your top account). Then, you can use the predictions to power a workflow, focus your efforts, and work smarter. Companies in Connecticut, not California, appear near the top, because that’s where Kara is based and where she does most of her work.
Search should be intelligent and help you quickly find critical information, be more productive, and resolve customer issues faster. You usually communicate in natural language. In short, regular search is powerful, but not always super smart. Predict. All that is really useful, but Einstein Search takes things a step further.
We promised you two steps further. Point. For example, if a sales rep types in “my open opportunities in New York,” Einstein Search interprets that query like a human would. Here are some examples of natural language queries you can do.Natural currently works on Accounts, Contacts, Opportunities, Cases, and Leads.For a description of the Einstein Search engine’s capabilities, along with usage examples, see the Resources section at the end of this unit.
Einstein Search is also smart enough to feature Ben’s own Opportunities in its results. If Kara searches for Acme on her mobile device, she gets the same results as on her desktop.
You’re not just presented with a list of choices; you’re presented with a Instant Previews and Recommended Result are a step further than traditional search takes you. But even Salesforce searching requires some elbow grease. No models, no algorithms, no code needed.
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