Welcome to Einstein Search, on by default in Lightning Experience. Einstein Search
boosts productivity right from the global search box. Get search results that are more
actionable and tailored to how you work in Salesforce. Whether you’re searching for records,
knowledge articles, or across Chatter feeds, Einstein Search gets you the right
information.
Required Editions
| Available in: Lightning Experience and all versions of the Salesforce Mobile
App |
| Available in: Essentials, Professional, Enterprise,
Performance, and Unlimited Editions
|
- Search for Records in Lightning Experience
To find a record, use global search at the top of the page. Filter and sort your search results and scan the record previews and related quick links to find what you need fast. You can also complete tasks right from the results.
- Search for Records in Salesforce Classic
If enabled, use global search, at the top of every page, to search across Salesforce. From here you can find any searchable object by simply typing your search term in the search bar. Search shows only those records you have access to
- Filter and Sort Search Results in Lightning Experience
Global search can produce lots of search results. Filter and sort your results to find what you want fast.
- Search Feeds in Lightning Experience
Search for people, groups, and files across your feeds.
- How Is Search Different in Salesforce Classic
Global search in Lightning Experience and Salesforce Classic uses the same search index, so you're always searching the same data. You see the same set of recently accessed records in instant results. The search scope (the list of objects you use the most) influences search results, but some standard objects aren't available in Lightning Experience. You don’t always see the exact same search results. Lastly, the global search interface is different between these experiences, so there are visual and navigational differences to consider.
- How Is Search Different in the Salesforce Mobile App?
Not every Lightning Experience feature is available in the Salesforce mobile app. Find out what’s different and not available when you search across a Salesforce org.
