公开(公告)号：US20220300988A1

公开(公告)日：2022-09-22

申请号：US17206310

申请日：2021-03-19

Applicant: salesforce.com, inc.

Inventor： Mehmet Orun ,  Robert Phillips

IPC: G06Q30/02 ,  G06Q30/00 ,  G06F16/23

Abstract: Methods, computer readable media, and devices for leveraging individual engagement history in account-based marketing personalization are provided. One method may include receiving information identifying an individual associated with a first business and an interaction between the individual and a second business, creating a new entity contact record, determining a global party identifier to be associated with the new entity contact record, updating the new entity contact record to include the global party identifier, calculating a unified lead score indicating a propensity of the individual as a prospect based on the individual, the first business, and the interaction, updating the new entity contact record to include the unified lead score, and, if the global party identifier is associated with an additional entity contact record, recalculating the unified lead score based on the additional entity contact record and updating the new entity contact record with the recalculated unified lead score.

公开(公告)号：US20200097485A1

公开(公告)日：2020-03-26

申请号：US16169248

申请日：2018-10-24

Applicant: salesforce.com, inc.

Inventor： Joshua Siegel ,  Mike Frank ,  Robert Phillips ,  Michael Diffenderfer

IPC: G06F16/27

Abstract: Systems, devices, and techniques are disclosed selective synchronization of linked records. A criteria may be received for a primary database that includes records. Records of the primary database may be linked to records of a first instance database. The criteria may include an inclusion of an expression or value in a specified field of a record. Records of the primary database may be determined to meet the criteria by determining that the records of the primary database include the expression or value of the criteria in the specified field. Records of the primary database that meet the criteria may be synchronized with the first instance database. The synchronization of records of the primary database that do not meet the criteria may be prevented.

公开(公告)号：US20200097672A1

公开(公告)日：2020-03-26

申请号：US16169235

申请日：2018-10-24

Applicant: salesforce.com, inc.

Inventor： Robert Phillips ,  Joshua Siegel

IPC: G06F21/62 ,  G06F21/60 ,  H04L29/06 ,  G06F16/25 ,  G06Q10/10 ,  G06F9/451

Abstract: Systems, devices, and techniques are disclosed access to data in multiple instances through a single record. A selection of a record may be received through a user interface. The record may be stored in a database. Aspects of the record may be received from the first database. and displayed on the user interface. A first additional aspect associated with the record may be received from a first instance database associated with a first instance of a secondary application and displayed on the user interface. A selection to switch to a second instance of the secondary application may be received through the user interface. A second additional aspect associated with the record may be received from a second instance database associated with the second instance of the secondary application and displayed on the user interface the in place of the first additional aspect associated with the record from the database.

公开(公告)号：US11914612B2

公开(公告)日：2024-02-27

申请号：US16169248

申请日：2018-10-24

Applicant: salesforce.com, inc.

Inventor： Joshua Siegel ,  Michael M. Frank ,  Robert Phillips ,  Michael Diffenderfer

IPC: G06F16/27

CPC classification number: G06F16/27

Abstract: Systems, devices, and techniques are disclosed selective synchronization of linked records. A criteria may be received for a primary database that includes records. Records of the primary database may be linked to records of a first instance database. The criteria may include an inclusion of an expression or value in a specified field of a record. Records of the primary database may be determined to meet the criteria by determining that the records of the primary database include the expression or value of the criteria in the specified field. Records of the primary database that meet the criteria may be synchronized with the first instance database. The synchronization of records of the primary database that do not meet the criteria may be prevented.

公开(公告)号：US11494504B2

公开(公告)日：2022-11-08

申请号：US16169235

申请日：2018-10-24

Applicant: salesforce.com, inc.

Inventor： Robert Phillips ,  Joshua Siegel

IPC: H04L9/40 ,  G06Q10/10 ,  G06F21/62 ,  G06F21/60 ,  G06F9/451 ,  G06F16/25

Abstract: Systems, devices, and techniques are disclosed access to data in multiple instances through a single record. A selection of a record may be received through a user interface. The record may be stored in a database. Aspects of the record may be received from the first database. and displayed on the user interface. A first additional aspect associated with the record may be received from a first instance database associated with a first instance of a secondary application and displayed on the user interface. A selection to switch to a second instance of the secondary application may be received through the user interface. A second additional aspect associated with the record may be received from a second instance database associated with the second instance of the secondary application and displayed on the user interface the in place of the first additional aspect associated with the record from the database.