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Get Personalized Results
Personalization is an AI feature that reorders search results based on the objects and records you work with most. Each time you search, personalization learns more about your preferences, which improves your search results.
To learn about your preferences, personalization looks at the last 200 records that you interact with. As it learns what’s most important to you, personalization continues to deliver you unique results. The order of search results differs for each individual, but no results are filtered away. You can see personalized search results for Accounts, Cases, Contacts, Leads, and Opportunities.
When you search for Accounts, Cases, Contacts, Leads, or Opportunities, you see results based on:
- Activity—records that you work with most frequently and most recent.
- Location—records that are related to a city, state, or country that you work with often.
- Ownership—records that you interact with frequently and that are owned by or modified by other people.
- Industry or Product specialization—records that are related to an industry or product area you prefer, or have a status or stage that interests you.
To make personalization even more useful, your admin can customize the search results layouts to include what’s critical to you. The layouts influence how Einstein Search learns your preferences. For each object’s layout, your admin can select which fields, including custom fields, are shown.
