公开(公告)号：US20240005233A1

公开(公告)日：2024-01-04

申请号：US18350961

申请日：2023-07-12

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：US20230012538A1

公开(公告)日：2023-01-19

申请号：US17811162

申请日：2022-07-07

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：US10423909B2

公开(公告)日：2019-09-24

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：US09626637B2

公开(公告)日：2017-04-18

申请号：US13836390

申请日：2013-03-15

Applicant: SALESFORCE.COM, INC.

Inventor： Jason Winters

IPC: G06Q10/00 ,  G06Q10/06

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：US20160026650A1

公开(公告)日：2016-01-28

申请号：US14876616

申请日：2015-10-06

Applicant: salesforce.com, inc.

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

IPC: G06F17/30 ,  G06F3/0484 ,  G06F3/0482

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.

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：US20150039600A1

公开(公告)日：2015-02-05

申请号：US14335024

申请日：2014-07-18

Applicant: SALESFORCE.COM, INC.

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

IPC: G06F17/30

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.

Abstract translation: 所公开的技术涉及在客户关系管理（CRM）环境中的不同上下文中表示用户。 特别地，它涉及通过链接由不同组织和部门单独创建的CRM环境中的多个用户记录来为CRM环境中的每个用户创建个人对象模型。 根据一个实现，人物对象模型还包括用户的在线社交身份。 这种包容性关联模式提供了用户对CRM环境的处理程序的全面视图，从而有助于增强整体CRM体验。

公开(公告)号：US12159247B2

公开(公告)日：2024-12-03

申请号：US18350961

申请日：2023-07-12

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.

公开(公告)号：US11416790B2

公开(公告)日：2022-08-16

申请号：US16947356

申请日：2020-07-29

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：USD784397S1

公开(公告)日：2017-04-18

申请号：US29548842

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：US09177007B2

公开(公告)日：2015-11-03

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。