Blogs » Scaling Salesforce Case Intelligence: A Context-First Approach to Einstein Search
The B2B Support Challenge: Complex Cases at Scale
A global SaaS provider supporting large enterprise clients faces a familiar problem: support cases aren’t just about minor bugs or simple FAQs. These are high-stakes issues—enterprise-level problems involving integrations, outages, or configuration anomalies.
Here’s a real example:
“We’re experiencing delayed sync in our East region. This started after the recent data schema update. Attached are logs from all four clusters and our integration mapping files.”
This is not a lightweight ticket. A typical case might include:
Now imagine hundreds of these coming in every week. Each case needs to be:
The Standard Flow: Salesforce Tools in Action
Salesforce offers a rich toolkit for handling this workflow:
A typical flow looks like this:
It works well—until it doesn’t.
The Problem: Einstein Search Burnout
This workflow leans heavily on Einstein Search. For each support case, multiple searches are triggered:
The result?
2 million Einstein Search calls consumed in under three weeks.
Soon, the system hits its usage limits. Searches fail, agents stall, and manual triage returns.
The Fix: A Context-First AI Design
Instead of relying immediately on heavy search, we flipped the script with a context-first architecture.
Here’s how it works:
Impact
Metric | Without Context-First | With Context-First |
---|---|---|
Einstein Search Ops | 2,500/day (5 per case × 500) | <500/day |
Quota Duration | Exhausted in 3 weeks | Sustains a full month (and scales) |
Result Relevance | Mixed, high noise | High accuracy |
Triage Time | 15–20 mins | <5 mins |
Automation Success | ~40% | 80%+ |
Bonus: It Works with External Contexts Too
Many support cases originate outside Salesforce—from email threads, Slack exports, or third-party monitoring tools. These aren’t natively stored as SFDC objects.
But the context-first design handles these just as well:
The Takeaway
Einstein Search is a powerful tool—but expensive when overused.
By shifting to a context-first design, we:
This architecture delivers real scalability and smarter automation for complex B2B support in Salesforce—no matter how messy the cases get.
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