How to Use this Playbook

Use the Overview of Adaptive Search Setup topic to guide you through your initial configuration. Each setup step references relevant topics in the playbook.

The chapter on saved searches, explains how to set up saved searches and share them with different audiences in the sales organization. For an overview, review the topic Overview of Saved Search Setup.

The playbook covers additional topics. You learn how to set parameters to adjust the behavior of Adaptive Search and its background processes, and how to migrate your search configuration to other environments, for example.