Einstein Search Best Practices

Whether you search for records or receive a recommended result, sometimes search provides you with a result that’s not relevant to your term. Here are some tips to help improve your search experience.

  • Einstein Search Limitations
    Keep these considerations and limitations in mind when using Einstein Search.
  • Get the Results You Want
    Use these guidelines and search effectively across Salesforce.
  • How to Make Search Work Faster
    Disabling search for custom and external objects and scheduling bulk uploads during off-peak hours helps speed up search.
  • How Search Crowding Affects Search Results
    Search crowding–having too many unhelpful search results–can overwhelm you with irrelevant records and slow down search. To avoid search crowding, the search engine limits the number of records it analyzes. Learn how to adjust your searches for the best results.
  • Troubleshoot Einstein Search Cases
    Einstein Search varies for each user. Here are some common scenarios that occur when using Einstein Search.
  • Einstein Search Configuration Tips
    When you set up Einstein Search for your users, be aware of these guidelines.
  • Tips on Search Errors
    Search sometimes experiences errors because of a network connection, complex searches, index problems, or other reasons. You can still use search when the system is down but with some limitations. Search is usually restored in a few hours, but it can take longer. Keep some guidelines in mind when using search with errors.