Abstract:
The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.
Abstract:
The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.
Abstract:
The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.
Abstract:
Disclosed are methods, apparatus, systems, and computer-readable storage media for interacting with records using a publisher configured to publish information to a feed of a social network. In some implementations, a computing device receives a request to interact with a child record related to a parent record stored in a database system. The request is generated via the publisher displayed in a user interface on a display device. The user interface is also configured to display the feed in association with an entity of the social network. Child record information indicating a type of the child record and field data to populate one or more fields of the child record can be received. The field data is differentiated from message content generated via the publisher to include in a feed item for presentation in the feed when displayed to one or more users following the parent record. The requested interaction with the child record can be performed using the child record information.
Abstract:
Disclosed are methods, systems, and computer program products for displaying content of an enterprise social network feed on a mobile device. In some implementations, a server receives a request to display a parent container feed associated with a parent object in a hierarchical model of objects stored in a database of an on-demand service environment. The server identifies, based a plurality of criteria, a first plurality of information updates associated with a first child object having a child relationship with the parent object. The server also identifies a second plurality of information updates associated with the parent object. The server generates a first set of feed items comprising the first plurality of information updates and a second set of feed items comprising the second plurality of information updates. The server provides for display on a mobile device the first and second sets of feed items in the parent container feed.
Abstract:
Disclosed are examples of systems, apparatus, methods and computer-readable storage media for filtering feed content in an enterprise social networking system into user-customizable feed channels. Each feed channel is defined by a criterion or criteria customized by a user. Feed content published to one or more feeds is accessed. Portions of the feed content are identified that satisfy a criterion or criteria of a feed channel. A user device is operable to process data to display a list of the feed channels. Each feed channel in the displayed list is user-selectable to cause the display of the feed channel to include only the portion of feed content satisfying the criterion or criteria of the selected feed channel.
Abstract:
Disclosed are methods, systems, and computer program products for displaying content of an enterprise social network feed on a mobile device. In some implementations, a server receives a request to display a parent container feed associated with a parent object in a hierarchical model of objects stored in a database of an on-demand service environment. The server identifies, based a plurality of criteria, a first plurality of information updates associated with a first child object having a child relationship with the parent object. The server also identifies a second plurality of information updates associated with the parent object. The server generates a first set of feed items comprising the first plurality of information updates and a second set of feed items comprising the second plurality of information updates. The server provides for display on a mobile device the first and second sets of feed items in the parent container feed.