公开(公告)号：US11740913B2

公开(公告)日：2023-08-29

申请号：US17162562

申请日：2021-01-29

Applicant: salesforce.com, inc.

Inventor： Christopher Bill ,  Steven Kostrzewski ,  Sarah Flamion

IPC: G06F17/00 ,  G06F9/451 ,  G06F3/0482 ,  G06F3/04842

CPC classification number: G06F9/451 ,  G06F3/0482 ,  G06F3/04842

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：US20210149854A1

公开(公告)日：2021-05-20

申请号：US16804185

申请日：2020-02-28

Applicant: salesforce.com, inc.

Inventor： Kaustubh Barde ,  Vineeth Anand Nair ,  Sarah Flamion ,  Shengfan He ,  Narinder Singh ,  Caroline Casey Logue ,  Bradley Carroll Wright ,  Chris Bill ,  Jason Day ,  Sumit Garg ,  Chaitanya Pinnamaneni

IPC: G06F16/21 ,  G06F16/23 ,  H04L29/06

Abstract: Methods, systems, and devices are described that support extensible data mapping. A data mapping server may receive an indication of a source schema for a data source and may receive a user input indicating creation of a custom data object to handle the source schema. The server may create the custom data object based on the user input. The data mapping server may automatically map one or more data fields for a source data object (e.g., based on the source schema) to one or more custom data fields for the custom data object (e.g., based on a custom schema). The server may import a set of data records stored at the data source and may store the data records in a database system according to the custom schema based on the data mapping. The stored custom data objects may be used for segmentation, activation, analysis, or some combination thereof.

公开(公告)号：US11366578B2

公开(公告)日：2022-06-21

申请号：US17158882

申请日：2021-01-26

Applicant: salesforce.com, inc.

Inventor： Vineeth Anand Nair ,  Lakshmi Srinivas Parimi ,  Ashok Shivarudraiah ,  Alan Mathias Hoffman ,  Nigel Wallace Menger ,  Neil Raymond Parsons ,  Kasia Fichtner ,  Pamela Sue Walquist ,  Sarah Flamion ,  Matthew Westover ,  Jamin Hall

IPC: G06F3/04842 ,  G06F16/248

Abstract: A method for data processing includes displaying, at a user interface, a plurality of attributes that are defined by a data model configured for a tenant of a multi-tenant system. The plurality of attributes includes a one-to-many attribute that is configured to support multiple inputs and a direct attribute configured to support a single input. The method may further include receiving a selection of a first one-to-many attribute for defining an expression for identifying a segment of entities. The method may further include activating, for selection at the user interface, a subset of the attributes based on each attribute of the subset being dependent on the first attribute. The method may further include receiving an indication of the expression, executing a database query to identify the segment of entities, and transmitting, to a content communication system, an indication of the segment of entities.

公开(公告)号：US20210058469A1

公开(公告)日：2021-02-25

申请号：US16547463

申请日：2019-08-21

Applicant: salesforce.com, inc.

Inventor： Aaron M. Popelka ,  Penny N. Tselikis ,  Sarah Flamion

IPC: H04L29/08

Abstract: A cloud platform may an application server that detects activation of an application instance, determines connections between steps of a setup process and one or more users, monitors setup progress, and notifies users when the users are needed to perform one or more setup steps. The techniques enable quick and efficient data processing model setup and configuration (as well as configuration of other computing applications). The cloud platform further supports a landing page (e.g., home page, application interface, etc.) that presents tiles customized based on various metrics such as application use history, attributes associated with the user, setup progress, data processing results, etc. The landing page also enables efficient setup and management because of the customization techniques.

公开(公告)号：US20200097476A1

公开(公告)日：2020-03-26

申请号：US16264418

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: G06F16/2455 ,  G06F16/2453 ,  G06F16/242 ,  G06F16/28

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：US20220121629A1

公开(公告)日：2022-04-21

申请号：US17158895

申请日：2021-01-26

Applicant: salesforce.com, inc.

Inventor： Vineeth Anand Nair ,  Alan Mathias Hoffman ,  Nigel Wallace Menger ,  Neil Raymond Parsons ,  Kasia Fichtner ,  Pamela Sue Walquist ,  Sarah Flamion ,  Matthew Westover ,  Jamin Hall ,  Ashok Shivarudraiah

IPC: G06F16/21 ,  G06F16/28 ,  G06F16/2455 ,  G06F9/451

Abstract: A method for data processing includes identifying, for communication of a content object, a segment of entities based at least in part on a selection of a first attribute at a user interface. The first attribute may be selected from attributes defined by a data model and configured for a tenant of a multi-tenant system. The method further includes activating a set of attributes of the plurality of attributes based at least in part on the identified segment of entities and the data model. The method further includes, receiving a selection of a second attribute of the set of attributes, identifying, for the segment of entities, a set of inputs corresponding to the selected second attribute, and transmitting, to a content communication system for distribution of the content object, an indication of a plurality of entity identifiers corresponding to the segment of entities and the set of inputs.

公开(公告)号：US20220121350A1

公开(公告)日：2022-04-21

申请号：US17158882

申请日：2021-01-26

Applicant: salesforce.com, Inc.

Inventor： Vineeth Anand Nair ,  Lakshmi Srinivas Parimi ,  Ashok Shivarudraiah ,  Alan Mathias Hoffman ,  Nigel Wallace Menger ,  Neil Raymond Parsons ,  Kasia Fichtner ,  Pamela Sue Walquist ,  Sarah Flamion ,  Matthew Westover ,  Jamin Hall

IPC: G06F3/0484 ,  G06F16/248

Abstract: A method for data processing includes displaying, at a user interface, a plurality of attributes that are defined by a data model configured for a tenant of a multi-tenant system. The plurality of attributes includes a one-to-many attribute that is configured to support multiple inputs and a direct attribute configured to support a single input. The method may further include receiving a selection of a first one-to-many attribute for defining an expression for identifying a segment of entities. The method may further include activating, for selection at the user interface, a subset of the attributes based on each attribute of the subset being dependent on the first attribute. The method may further include receiving an indication of the expression, executing a database query to identify the segment of entities, and transmitting, to a content communication system, an indication of the segment of entities.

公开(公告)号：US10936582B2

公开(公告)日：2021-03-02

申请号：US16264484

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: G06F3/00 ,  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：US11442952B2

公开(公告)日：2022-09-13

申请号：US16264391

申请日：2019-01-31

Applicant: salesforce.com, inc.

Inventor： David Woodward ,  Abhinav Chadda ,  David Hacker ,  Steven Ness ,  Matt Lagrotte ,  Jason Moody ,  Christopher Bill ,  Kaustubh Barde ,  Lydia Lodovisi ,  Sarah Flamion ,  Jamin Hall

IPC: G06F16/25 ,  G06F16/21 ,  G06F16/28 ,  G06F3/0484 ,  G06Q50/28

Abstract: Disclosed herein are method, system and device embodiments for setting up a graphical user interface (GUI) for a commerce architecture. An embodiment operates by providing a GUI that displays a first button for adding a first data source and a second button for adding a second data source, the second data source being related to the first data source, receiving a first response via the first button to add the first data source and a second response via the second button to add the second data source, providing a view of a first data schema and a second data schema, wherein the first data schema includes at least one object from the first or the second data source, and wherein the second data schema is a canonical data model, mapping the at least one object of the first data schema to at least one object of the second data schema, and providing a single entity view of the at least one object of the second data schema.

公开(公告)号：US11803555B2

公开(公告)日：2023-10-31

申请号：US16264418

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: G06F16/2455 ,  G06F16/2453 ,  G06F16/242 ,  G06F16/28

CPC classification number: G06F16/24568 ,  G06F16/2423 ,  G06F16/24534 ,  G06F16/24564 ,  G06F16/288

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.