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：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：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：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.

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：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.