Disabling Einstein Search

Overview

Einstein Search, a Salesforce search functionality, was automatically enabled during the Winter '22 Salesforce release. This functionality can change how search results appear within your Practifi instance. Some firms may want a System Administrator to disable Einstein Search to keep search behavior consistent for their team. Please contact your CSM or our Practifi Support Team if you have any questions. 

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Disabling Einstein Search

1. Click the Settings iconin the upper right-hand corner of Practifi.
2. Select Setup from the drop-down menu.
   
   
    
3. Use the Quick Find search bar on the left-hand side to search for "Einstein Search." 
4. Under the Einstein Search section in the search results, click Settings.
   
   
    

5. Deselect the Actionable Instant Results checkbox. 

   Please note: Deselecting the Actionable Instant Results checkbox will automatically deselect the Natural Language Search checkbox. This change is expected and desired. The Natural Language Search checkbox should remain deselected.

   
    
    

6. Click Save to finalize this change. A success message will confirm that the search settings have been changed. This will disable Einstein Search across your entire Practifi organization.