公开(公告)号：US20220247724A1

公开(公告)日：2022-08-04

申请号：US17162821

申请日：2021-01-29

Applicant: salesforce.com, inc.

Inventor： Gang SHU ,  John Huang ,  Jia Le Chen ,  David Aden ,  Xiaozhong Sun ,  Jong Lee

IPC: H04L29/06 ,  H04M3/51 ,  G06Q30/02

Abstract: Disclosed herein are system, method, and computer program product embodiments for capturing incoming communications from a sender across multiple channels, and determining whether to include those communications from the sender in an inbox using a waiting room. The waiting room lists unknown senders, and allows a user to add the senders to a blocklist, where the sender's communications are omitted from the user's inbox, or to a passlist, where a new CRM customer record is created for the sender. With the CRM customer record created, future communications from the sender are matched to the CRM customer record and permitted for inclusion in an inbox. This way, recipients can prioritize customers (or other high-value communications) within their inbox based on a corresponding existing CRM customer record, while simplifying the capture of those CRM customer records.

公开(公告)号：US20230084198A1

公开(公告)日：2023-03-16

申请号：US17477236

申请日：2021-09-16

Applicant: salesforce.com, inc.

Inventor： Gang SHU ,  Jong LEE ,  Kasthuri PERIYAKOIL ,  Shawn BUTTERFIELD ,  Gerard IERVOLINO ,  Mike CAIN ,  Kevin LUN ,  Sriram RANGARAJ ,  Sai LAKSHMINARAAYANA ,  Jianwu ZHAO

IPC: G06F21/62 ,  G06F9/451 ,  G06F3/0482

Abstract: System, method, and/or computer program product embodiments for automatic removal of sensitive data items from records are disclosed. In one or more embodiments, a record with a sensitive field (for storing a sensitive data item) is linked to a self-removal data policy that includes a condition set. When the condition set is true, the sensitive data item is automatically removed from the record without deleting the record and without removing other data items stored in other fields of the record. Conditions may be associated with a time period following the upload or storage of the sensitive date item, the occurrence of an event that requires the sensitive date item, a read or approval of the sensitive data item, etc. A user may modify a condition in the condition set to make the condition more stringent or less stringent.

公开(公告)号：US20230064851A1

公开(公告)日：2023-03-02

申请号：US17410028

申请日：2021-08-24

Applicant: salesforce.com, inc.

Inventor： Gang SHU ,  Natasha Wu ,  Jong Lee

IPC: G06Q10/10 ,  H04L12/24 ,  G06Q30/02

Abstract: A method for aggregating and generating contact engagement data for contacts in a customer relationship management (CRM) system includes receiving a plurality of communications via a plurality of communication channels, extracting message objects from each communication, the message objects including a sender address, a recipient address, a message body, and a corresponding communication channel for each communication. A contact based on at least one of the message objects for each communication is identified. A subset of the message objects corresponding to communications associated with the contact among the plurality of communications is aggregated to obtain aggregated message data. A visual representation of the aggregated message data is generated for display, the visual representation comprising a temporal distribution of the subset of the message objects corresponding to the communications associated with the contact and the corresponding communication channels for each of the communications associated with the contact.

公开(公告)号：US20220318423A1

公开(公告)日：2022-10-06

申请号：US17219464

申请日：2021-03-31

Applicant: Salesforce.com, Inc.

Inventor： Gang SHU ,  Jong LEE ,  Florence CHEUNG

IPC: G06F21/62 ,  G06F16/9535 ,  G06F21/10

Abstract: Disclosed are some implementations of systems, apparatus, methods and computer program products for providing contextually relevant recommendations based on a context of the user. The context of the user may be determined according to a set of privacy settings of the user, where the set of privacy settings indicates contextual features for which values are permitted to be accessed by a recommendation system. The contextual features may include user-related features and/or tenant features pertaining to a tenant of a multi-tenant database.