SYSTEMS AND METHODS OF RAPID SALES LOGGING
    2.
    发明申请
    SYSTEMS AND METHODS OF RAPID SALES LOGGING 审中-公开
    快速登录的系统和方法

    公开(公告)号:US20140081702A1

    公开(公告)日:2014-03-20

    申请号:US14016033

    申请日:2013-08-30

    CPC classification number: G06Q30/0201 G06Q30/02

    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 translation: 所披露的技术涉及在客户关系管理系统中快速记录销售活动。 它还涉及通过提供在移动环境中巨大可用性的简化数据输入路径来简化销售活动的日志记录。 流线型数据输入路径可以通过三重动作,双动或单动来完成。 特别地,所公开的技术涉及自动识别和选择用户最可能选择的实体。 最有可能选择的实体的识别至少取决于实体的记录的访问重新性,与实体相关联的事件的紧迫性以及实体对用户的地理接近度。 它还涉及自动识别和选择用户最可能执行的销售活动。 最有可能执行的销售活动的识别至少取决于销售工作中的销售活动的位置以及销售工作流程推出以来的时间。

    Streamlined data entry paths using individual account context on a mobile device

    公开(公告)号:US10949865B2

    公开(公告)日:2021-03-16

    申请号:US16112164

    申请日:2018-08-24

    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.

    STREAMLINED DATA ENTRY PATHS USING INDIVIDUAL ACCOUNT CONTEXT ON A MOBILE DEVICE

    公开(公告)号:US20180365713A1

    公开(公告)日:2018-12-20

    申请号:US16112164

    申请日:2018-08-24

    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.

    COMPUTER IMPLEMENTED METHODS AND APPARATUS TO INTERACT WITH RECORDS USING A PUBLISHER OF AN INFORMATION FEED OF AN ONLINE SOCIAL NETWORK
    6.
    发明申请
    COMPUTER IMPLEMENTED METHODS AND APPARATUS TO INTERACT WITH RECORDS USING A PUBLISHER OF AN INFORMATION FEED OF AN ONLINE SOCIAL NETWORK 审中-公开
    计算机实现的方法和设备与使用在线社交网络的信息发布者的记录进行交互

    公开(公告)号:US20160026650A1

    公开(公告)日:2016-01-28

    申请号:US14876616

    申请日:2015-10-06

    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 translation: 公开了用于使用发布者进行与记录交互的方法,装置,系统和计算机可读存储介质,其被配置为将信息发布到社交网络的馈送。 在一些实现中,计算设备接收与存储在数据库系统中的父记录有关的子记录的交互请求。 请求是通过在显示设备上的用户界面中显示的发布者生成的。 用户界面还被配置为与社交网络的实体相关联地显示馈送。 可以接收指示子记录的类型的子记录信息和填充子记录的一个或多个字段的字段数据。 现场数据与通过发布者生成的消息内容区分开,以便在显示给父记录之后的一个或多个用户时,将其包含在供稿中,以便在供稿中显示。 可以使用子记录信息来执行所请求的与子记录的交互。

    DISPLAYING CONTENT OF AN ENTERPRISE SOCIAL NETWORK FEED ON A MOBILE DEVICE
    8.
    发明申请
    DISPLAYING CONTENT OF AN ENTERPRISE SOCIAL NETWORK FEED ON A MOBILE DEVICE 审中-公开
    显示企业社会网络在移动设备上的内容

    公开(公告)号:US20150032688A1

    公开(公告)日:2015-01-29

    申请号:US14336988

    申请日:2014-07-21

    CPC classification number: G06Q10/00 G06F17/30864

    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 translation: 公开了用于在移动设备上显示企业社会网络馈送的内容的方法,系统和计算机程序产品。 在一些实现中,服务器接收在存储在按需服务环境的数据库中的对象的分层模型中显示与父对象相关联的父容器馈送的请求。 服务器基于多个标准来识别与与父对象具有子关系的第一子对象相关联的第一多个信息更新。 服务器还识别与父对象相关联的第二多个信息更新。 服务器生成包括第一多个信息更新的第一组馈送项目和包括第二多个信息更新的第二组馈送项目。 服务器提供在移动设备上显示父容器馈送中的第一组和第二组馈送项目。

    FILTERING CONTENT OF ONE OR MORE FEEDS IN AN ENTERPRISE SOCIAL NETWORKING SYSTEM INTO USER-CUSTOMIZABLE FEED CHANNELS
    9.
    发明申请
    FILTERING CONTENT OF ONE OR MORE FEEDS IN AN ENTERPRISE SOCIAL NETWORKING SYSTEM INTO USER-CUSTOMIZABLE FEED CHANNELS 审中-公开
    将企业社会网络系统中的一个或多个进料的内容过滤到用户可自定义的进料通道

    公开(公告)号:US20150019575A1

    公开(公告)日:2015-01-15

    申请号:US14317362

    申请日:2014-06-27

    CPC classification number: G06F16/9535

    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 translation: 公开了用于将企业社交网络系统中的馈送内容过滤到用户可定制的馈送信道中的系统,装置,方法和计算机可读存储介质的示例。 每个饲料通道由用户定制的标准或标准定义。 访问发布到一个或多个Feed的Feed内容。 识别饲料含量的部分,其满足饲料通道的标准或标准。 用户设备可操作以处理数据以显示馈送信道的列表。 显示的列表中的每个馈送通道是用户可选择的,以使得馈送通道的显示仅包括满足所选馈送信道的标准或标准的馈送内容的部分。

    Displaying content of an enterprise social network feed on a mobile device

    公开(公告)号:US10147054B2

    公开(公告)日:2018-12-04

    申请号:US14336988

    申请日:2014-07-21

    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.

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