公开(公告)号：US20190370727A1

公开(公告)日：2019-12-05

申请号：US16542070

申请日：2019-08-15

Applicant: salesforce.com, inc.

Inventor： Jason Winters

IPC: G06Q10/06

Abstract: In accordance with embodiments, there are provided mechanisms and methods for managing business deals. The mechanisms and methods for managing business deals may enable embodiments to provide a dynamic and interactive user-interface including any combination of contacts, accounts, opportunities, allowing users to create tasks, events, leads (e.g., from Data.com), reports, dashboards, instant messenger, external deal spaces, email service (e.g., Outlook), a cloud-based productivity suite for businesses that allows work on any device (e.g., Google apps), mobile access, private messaging, lead management, mass email templates, social media monitoring (e.g., from Radian6), role-based sharing and security, and/or additional storage, for example. In an embodiment, the number of contacts may be unlimited.

公开(公告)号：US20130243172A1

公开(公告)日：2013-09-19

申请号：US13886197

申请日：2013-05-02

Applicant: SALESFORCE.COM, INC

Inventor： Marco S. Casalaina ,  Jim Dvorkin ,  Jason Winters ,  Bing Yang ,  Dararith Ourk ,  Rupert Chen

IPC: H04M11/08

CPC classification number: H04M3/42127 ,  G06Q2220/12 ,  H04M1/56 ,  H04M1/575 ,  H04M3/42042 ,  H04M3/42314 ,  H04M3/42323 ,  H04M3/5183 ,  H04M7/009 ,  H04M11/085

Abstract: In accordance with embodiments, there are provided mechanisms and methods for integrating a private branch exchange (PBX)-equipped client and an on-demand database service. These mechanisms and methods for integrating a PBX-equipped client and an on-demand database service can enable embodiments with additional infrastructure at the client that is better equipped to leverage the on-demand database service. The ability of embodiments to provide such client side infrastructure can enable additional enhanced services in conjunction with telephone calls, etc.

Abstract translation: 根据实施例，提供了用于集成专用交换机（PBX）的客户机和按需数据库服务的机制和方法。 用于集成PBX的客户端和按需数据库服务的这些机制和方法可以使客户端具有更好设备来利用按需数据库服务的附加基础设施的实施例。 实施例提供这种客户端基础架构的能力可以使得能够结合电话呼叫等进行附加的增强的服务。

公开(公告)号：US11741408B2

公开(公告)日：2023-08-29

申请号：US17811162

申请日：2022-07-07

Applicant: salesforce.com, inc.

Inventor： Jason Winters

IPC: G06Q10/0631

CPC classification number: G06Q10/063114 ,  G06Q10/06311

Abstract: In accordance with embodiments, there are provided mechanisms and methods for managing business deals. The mechanisms and methods for managing business deals may enable embodiments to provide a dynamic and interactive user-interface including any combination of contacts, accounts, opportunities, allowing users to create tasks, events, leads (e.g., from Data.com), reports, dashboards, instant messenger, external deal spaces, email service (e.g., Outlook), a cloud-based productivity suite for businesses that allows work on any device (e.g., Google apps), mobile access, private messaging, lead management, mass email templates, social media monitoring (e.g., from Radian6), role-based sharing and security, and/or additional storage, for example. In an embodiment, the number of contacts may be unlimited.

公开(公告)号：US10769563B2

公开(公告)日：2020-09-08

申请号：US16542070

申请日：2019-08-15

Applicant: salesforce.com, inc.

Inventor： Jason Winters

IPC: G06Q10/06

Abstract: In accordance with embodiments, there are provided mechanisms and methods for managing business deals. The mechanisms and methods for managing business deals may enable embodiments to provide a dynamic and interactive user-interface including any combination of contacts, accounts, opportunities, allowing users to create tasks, events, leads (e.g., from Data.com), reports, dashboards, instant messenger, external deal spaces, email service (e.g., Outlook), a cloud-based productivity suite for businesses that allows work on any device (e.g., Google apps), mobile access, private messaging, lead management, mass email templates, social media monitoring (e.g., from Radian6), role-based sharing and security, and/or additional storage, for example. In an embodiment, the number of contacts may be unlimited.

公开(公告)号：US09798813B2

公开(公告)日：2017-10-24

申请号：US14335024

申请日：2014-07-18

Applicant: salesforce.com, inc.

Inventor： Jeanine Walters ,  Blake Whitlow Markham ,  Aditya Sesha Kuruganti ,  Joseph Ryan ,  Steven Tamm ,  Jason Winters

IPC: G06F17/30 ,  G06Q50/00 ,  G06Q10/06 ,  G06Q30/00

CPC classification number: G06F17/30867 ,  G06Q10/06 ,  G06Q30/016 ,  G06Q50/01

Abstract: The technology disclosed relates to representing users in different contexts within customer relationship management (CRM) environments. In particular, it relates to creating a person object model for each user in the CRM environment by linking a plurality of user records in the CRM environment that is separately created by different organizations and departments. The person object model also incorporates online social identities of the users, according to one implementation. This inclusive linked model provides a comprehensive view of the users to handlers of the CRM environment, thus facilitating an enhanced overall CRM experience.

公开(公告)号：US20180005165A1

公开(公告)日：2018-01-04

申请号：US15457612

申请日：2017-03-13

Applicant: salesforce.com, inc.

Inventor： Jason Winters

IPC: G06Q10/06

Abstract: In accordance with embodiments, there are provided mechanisms and methods for managing business deals. The mechanisms and methods for managing business deals may enable embodiments to provide a dynamic and interactive user-interface including any combination of contacts, accounts, opportunities, allowing users to create tasks, events, leads (e.g., from Data.com), reports, dashboards, instant messenger, external deal spaces, email service (e.g., Outlook), a cloud-based productivity suite for businesses that allows work on any device (e.g., Google apps), mobile access, private messaging, lead management, mass email templates, social media monitoring (e.g., from Radian6), role-based sharing and security, and/or additional storage, for example. In an embodiment, the number of contacts may be unlimited.

公开(公告)号：USD784409S1

公开(公告)日：2017-04-18

申请号：US29548845

申请日：2015-12-17

Applicant: salesforce.com, inc.

Designer： Yuseung Kim ,  Edward Charles Mengel, III ,  Qingqing Liu ,  Jason Winters ,  Jean Elie Bovet

公开(公告)号：US20160026670A1

公开(公告)日：2016-01-28

申请号：US14876615

申请日：2015-10-06

Applicant: salesforce.com, inc.

Inventor： Jason Winters ,  David Haynes ,  Craig Villamor ,  Luke Ball ,  Ian Swinson

IPC: G06F17/30 ,  H04L12/58

CPC classification number: G06F16/958 ,  G06F3/0482 ,  G06F3/0484 ,  G06F16/22 ,  G06F16/23 ,  G06F16/2358 ,  G06F16/252 ,  H04L51/32

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.

公开(公告)号：US20140101149A1

公开(公告)日：2014-04-10

申请号：US13803980

申请日：2013-03-14

Applicant: salesforce.com, inc.

Inventor： Jason Winters ,  David Haynes ,  Craig Villamor ,  Luke Ball ,  Ian Swinson

IPC: G06F17/30

CPC classification number: G06F17/3089 ,  G06F3/0482 ,  G06F3/0484 ,  G06F17/30312 ,  G06F17/30345 ,  G06F17/30368 ,  G06F17/3056 ,  H04L51/32

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。

公开(公告)号：US20250053897A1

公开(公告)日：2025-02-13

申请号：US18933245

申请日：2024-10-31

Applicant: salesforce.com, inc.

Inventor： Jason Winters

IPC: G06Q10/0631

Abstract: In accordance with embodiments, there are provided mechanisms and methods for managing business deals. The mechanisms and methods for managing business deals may enable embodiments to provide a dynamic and interactive user-interface including any combination of contacts, accounts, opportunities, allowing users to create tasks, events, leads (e.g., from Data.com), reports, dashboards, instant messenger, external deal spaces, email service (e.g., Outlook), a cloud-based productivity suite for businesses that allows work on any device (e.g., Google apps), mobile access, private messaging, lead management, mass email templates, social media monitoring (e.g., from Radian6), role-based sharing and security, and/or additional storage, for example. In an embodiment, the number of contacts may be unlimited.