IP Library Granted Patent US 8,751,402
Granted Patent B2
US 8,751,402 · App. 13/292,031 · Granted Jun 10, 2014

Method and system for integrating a PBX-equipped client and an on-demand database service

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Quick Facts
Patent No.
US 8,751,402
App. No.
13/292,031
Granted
Jun 10, 2014
Kind
B2
Abstract

In accordance with embodiments, there are provided mechanisms and methods for integrating a private branch exchange (PBX)-equipped client and an on-demand database service. These mechanisms and methods for integrating a PBX-equipped client and an on-demand database service can enable embodiments with additional infrastructure at the client that is better equipped to leverage the on-demand database service. The ability of embodiments to provide such client side infrastructure can enable additional enhanced services in conjunction with telephone calls, etc.

Claims (40)

1. A computer program product, comprising a non-transitory computer usable medium having a computer readable program code embodied therein, the computer readable program code adapted to be executed by a processor to implement a method, the method comprising:

providing a user interface to a first party, the user interface retrieved from an on-demand database service and customized for the first party, where the user interface is a template capable of being configured differently for different groups of users including configuring a language of the template based at least on a location associated with the users by including in the template labels for user interface components that are to be shown and localized to the language;

receiving, from a device with a private branch exchange (PBX) system at the on-demand database service, information received in association with an event relating to a call incoming to a computer telephony integration system of the first party, the event detected in connection with the device with the PBX system; and

sending by the on-demand database service a response to the receipt of the information, the response comprising additional information associated with the event including at least:

identification information of a second party that initiated the call, and

an action to reject the call,

wherein the second party that initiated the call is a customer of the first party;

updating the user interface with the additional information by at least including in the user interface the identification information of the second party that initiated the call and a selectable option to employ the action to reject the call;

providing the updated user interface to the first party for which the call is incoming;

through the updated user interface, allowing receipt of entry information input during the call by the first party; and

transferring the entry information to the calling party during the call, wherein the entry information is transferred to the second party via the on-demand database service.

2. The computer program product of claim 1 , wherein the detecting of the event occurs at the device.

3. The computer program product of claim 1 , wherein the detecting of the event occurs at the on-demand database service.

4. The computer program product of claim 1 , wherein the identification information of the second party that initiated the call is a name of the second party.

5. The computer program product of claim 1 , wherein the additional information with which the user interface is updated further includes an action to hold the call, an action to transfer the call, and an action to initiate a conference for the call.

6. The computer program product of claim 1 , wherein the user interface is provided to the first party via a network browser of the first party.

7. A method, comprising:

providing a user interface to a first party, the user interface retrieved from an on-demand database service and customized for the first party, where the user interface is a template capable of being configured differently for different groups of users including configuring a language of the template based at least on a location associated with the users by including in the template labels for user interface components that are to be shown and localized to the language;

receiving, from a device with a private branch exchange (PBX) system at the on-demand database service, information received in association with an event relating to a call incoming to a computer telephony integration system of the first party, the event detected in connection with the device with the PBX system; and

sending by a processor of the on-demand database service a response to the receipt of the information, the response comprising additional information associated with the event including at least:

identification information of a second party that initiated the call, and

an action to reject the call,

wherein the second party that initiated the call is a customer of the first party;

updating the user interface with the additional information by at least including in the user interface the identification information of the second party that initiated the call and a selectable option to employ the action to reject the call;

providing the updated user interface to the first party for which the call is incoming;

through the updated user interface, allowing receipt of entry information input during the call by the first party; and

transferring the entry information to the calling party during the call, wherein the entry information is transferred to the second party via the on-demand database service.

8. An apparatus, comprising:

a processor for executing computer readable program code embodied on a non-transitory computer usable medium to perform a method, the comprising:

providing a user interface to a first party, the user interface retrieved from an on-demand database service and customized for the first party, where the user interface is a template capable of being configured differently for different groups of users including configuring a language of the template based at least on a location associated with the users by including in the template labels for user interface components that are to be shown and localized to the language;

receiving, from a device with a private branch exchange (PBX) system at the on-demand database service, information received in association with an event relating to a call incoming to a computer telephony integration system of the first party, the event-detected in connection with the device with the PBX system; and

sending by the on-demand database service a response to the receipt of the information, the response comprising additional information associated with the event including at least:

identification information of a second party that initiated the call, and

an action to reject the call,

wherein the second party that initiated the call is a customer of the first party;

updating the user interface with the additional information by at least including in the user interface the identification information of the second party that initiated the call and a selectable option to employ the action to reject the call;

providing the updated user interface to the first party for which the call is incoming;

through the updated user interface, allowing receipt of entry information input during the call by the first party; and

transferring the entry information to the calling party during the call, wherein the entry information is transferred to the second party via the on-demand database service.

9. The apparatus of claim 8 , wherein the detecting of the event occurs at the device.

Assignments (2)
CHANGE OF NAME Recorded Oct 25, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069268/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 6, 2012
From: CASALAINA, MARCO S.; DVORKIN, JIM; WINTERS, JASON; YANG, BING; OURK, DARARITH; CHEN, RUPERT
To: SALESFORCE.COM, INC.
Reel/Frame 027660/0517 →