公开(公告)号：US11366805B2

公开(公告)日：2022-06-21

申请号：US16264470

申请日：2019-01-31

Applicant: salesforce.com, inc.

Inventor： Leo Duy Tran ,  David Angulo ,  David Woodward ,  Abhinav Chadda ,  David Hacker ,  Steven Ness ,  Matt Lagrotte ,  Jason Moody ,  Daniel Marchant ,  Matthew James Mondok ,  Federico Recio ,  Mehmet Gokmen Orun ,  Steven Kostrzewski ,  Christopher Bill ,  Kaustubh Barde ,  Lydia Lodovisi ,  Sarah Flamion ,  Jamin Hall ,  Charles Fineman

IPC: G06F16/242 ,  G06F16/28 ,  G06F16/23 ,  G06F16/215 ,  G06F16/2458 ,  G06F16/21 ,  G06F16/9035 ,  G06F16/2455 ,  G06F9/54 ,  G06Q30/00

Abstract: Methods, systems, and computer program products for a customer relationship management (CRM) system are provided herein. Embodiments presented herein provide for exchange of data between disparate, distributed systems; subscribe to and/or publish customer data change event; creation of master records for consumers using static and streaming sources; providing data provenance, auditing capabilities, and queries across multiple tenants and third party systems. Embodiments provide a single view of a customer in a distributed system environment.

公开(公告)号：US11366804B2

公开(公告)日：2022-06-21

申请号：US16264428

申请日：2019-01-31

Applicant: salesforce.com, inc.

Inventor： Leo Duy Tran ,  David Angulo ,  David Woodward ,  Abhinav Chadda ,  David Hacker ,  Steven Ness ,  Matt Lagrotte ,  Jason Moody ,  Daniel Marchant ,  Matthew James Mondok ,  Federico Recio ,  Mehmet Gokmen Orun ,  Steven Kostrzewski ,  Christopher Bill ,  Kaustubh Barde ,  Lydia Lodovisi ,  Sarah Flamion ,  Jamin Hall ,  Charles Fineman

IPC: G06F16/242 ,  G06F16/28 ,  G06F16/23 ,  G06F16/215 ,  G06F16/2458 ,  G06F16/21 ,  G06F16/9035 ,  G06F16/2455 ,  G06F9/54 ,  G06Q30/00

Abstract: Methods, systems, and computer program products for a customer relationship management (CRM) system are provided herein. Embodiments presented herein provide for exchange of data between disparate, distributed systems; subscribe to and/or publish customer data change event; creation of master records for consumers using static and streaming sources; providing data provenance, auditing capabilities, and queries across multiple tenants and third party systems. Embodiments provide a single view of a customer in a distributed system environment.

公开(公告)号：US11321365B1

公开(公告)日：2022-05-03

申请号：US17156213

申请日：2021-01-22

Applicant: salesforce.com, inc.

Inventor： Vineeth Anand Nair ,  Ashok Shivarudraiah ,  Lakshmi Srinivas Parimi ,  Matthew Westover ,  Jamin Hall ,  Sarah Flamion ,  Aaron Popelka ,  David Kriebel ,  Narender Ramasahayam ,  Mitchell Loudenbeck ,  Praveen Savur ,  Sumit Garg ,  Kasia Fichtner

IPC: G06F16/00 ,  G06F16/28 ,  G06F3/0482

Abstract: A method for data processing includes identifying, for communication of a content object, a segment of entities including entities of a first entity class of a plurality of entity classes defined by a data model that is configured for a tenant of a multi-tenant system, where the data model defines relationships between entity classes of the plurality of entity classes. The method may further include activating for selection at a user interface at least one second entity class that is related to the first entity class based on the relationships and identifying a set of additional entities of the second entity class from the remaining entities that are related to the segment of entities as defined by the data model. The method may include transmitting to a content communication system an indication of the plurality of entity identifiers corresponding to a modified segment of entities that includes the additional entities.

公开(公告)号：US20220121690A1

公开(公告)日：2022-04-21

申请号：US17156213

申请日：2021-01-22

Applicant: salesforce.com, inc.

Inventor： Vineeth Anand Nair ,  Ashok Shivarudraiah ,  Lakshmi Srinivas Parimi ,  Matthew Westover ,  Jamin Hall ,  Sarah Flamion ,  Aaron Popelka ,  David Kriebel ,  Narender Ramasahayam ,  Mitchell Loudenbeck ,  Praveen Savur ,  Sumit Garg ,  Kasia Fichtner

IPC: G06F16/28 ,  G06F3/0482

Abstract: A method for data processing includes identifying, for communication of a content object, a segment of entities including entities of a first entity class of a plurality of entity classes defined by a data model that is configured for a tenant of a multi-tenant system, where the data model defines relationships between entity classes of the plurality of entity classes. The method may further include activating for selection at a user interface at least one second entity class that is related to the first entity class based on the relationships and identifying a set of additional entities of the second entity class from the remaining entities that are related to the segment of entities as defined by the data model. The method may include transmitting to a content communication system an indication of the plurality of entity identifiers corresponding to a modified segment of entities that includes the additional entities.

公开(公告)号：US20210150551A1

公开(公告)日：2021-05-20

申请号：US16821068

申请日：2020-03-17

Applicant: Salesforce.com, inc.

Inventor： Vineeth Anand Nair ,  Aaron Popelka ,  Sridhar Prathivadi ,  Jason Day ,  Gabrielle Tao ,  Sarah Flamion ,  Ashok Shivarudraiah

IPC: G06Q30/02 ,  G06F21/62 ,  G06F16/9536

Abstract: Methods, systems, and devices supporting creating and publishing user segments across data accessing units are described. In some database systems, data for a tenant is stored across multiple siloed data accessing units (e.g., data structures that may not share particular data objects). To efficiently grant users in multiple data accessing units access to a user segment, the system may implement activation targets. For a segment of user identifiers, a user may input a set of data accessing units for an activation target, and a server may create the activation target. The user may indicate to publish the segment to the activation target. The server may store the segment of user identifiers (e.g., along with indicated attributes, contact points, or both) at the database system such that the segment is accessible to tenant users of the data accessing units specified in the activation target, but is inaccessible to other users.

公开(公告)号：US10936342B2

公开(公告)日：2021-03-02

申请号：US16037435

申请日：2018-07-17

Applicant: salesforce.com, inc.

Inventor： Christopher Bill ,  Steven Kostrzewski ,  Sarah Flamion

IPC: G06F17/00 ,  G06F9/451 ,  G06F3/0482 ,  G06F3/0484

Abstract: Embodiments of apparatus, systems, and methods are described for creating, arranging, and displaying data mappings between two different data schemas in a graphical user interface (GUI). The GUI allows scaling of a data schema, automatic data sorting and grouping of objects in a schema, dynamic spacing of data mappings in the GUI, and customizable data map transformations to entities of a canonical data model. The GUI can limit the display of objects and fields to those that have been mapped into entity groups. The GUI can display mapped or unmapped fields to facilitate the mapping of additional fields or objects. The GUI displays visual logic connectors between objects and entities to summarize the relationship and number of mappings between the objects and entities. Objects and entities can be expanded and collapsed to show more granular relationship information. Instance-enabled canonical entities can be created to conceptually group fields.

公开(公告)号：US20200026532A1

公开(公告)日：2020-01-23

申请号：US16037435

申请日：2018-07-17

Applicant: salesforce.com, inc.

Inventor： Christopher Bill ,  Steven Kostrzewski ,  Sarah Flamion

IPC: G06F9/451 ,  G06F3/0484 ,  G06F3/0482

Abstract: Embodiments of apparatus, systems, and methods are described for creating, arranging, and displaying data mappings between two different data schemas in a graphical user interface (GUI). The GUI allows scaling of a data schema, automatic data sorting and grouping of objects in a schema, dynamic spacing of data mappings in the GUI, and customizable data map transformations to entities of a canonical data model. The GUI can limit the display of objects and fields to those that have been mapped into entity groups. The GUI can display mapped or unmapped fields to facilitate the mapping of additional fields or objects. The GUI displays visual logic connectors between objects and entities to summarize the relationship and number of mappings between the objects and entities. Objects and entities can be expanded and collapsed to show more granular relationship information. Instance-enabled canonical entities can be created to conceptually group fields.