IP Library Granted Patent US 10,304,144
Granted Patent B2
US 10,304,144 · App. 15/589,870 · Granted May 28, 2019

Capturing information regarding an interaction to a database

Inventors: Venk Chandran (Toronto, CA); Irwin Liu (Toronto, CA); Ashwin Kashyap (San Jose, CA); Jung Yeon Yoon (San Francisco, CA)
Assignee: salesforce.com, inc.
G06Q50/01
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Quick Facts
Patent No.
US 10,304,144
App. No.
15/589,870
Granted
May 28, 2019
Kind
B2
Abstract

Disclosed are methods, apparatus, systems, and computer readable storage media for capturing information regarding an interaction to a database. A client device receives an indication of an interaction with the client device that satisfies a user-defined trigger. A user interface is provided to the client device having input controls capable of receiving one or more information items. The one or more information items include values for a first data field regarding a user-selected expression and a second data field regarding at least one entity associated with the interaction. The one or more information items may generate a custom object that is stored in a database of the on-demand database service. A profile object for the at least one entity may be generated based on an aggregation of the stored one or more items with attributes of the at least one entity.

Claims (45)

1. A non-transitory computer-readable medium storing instructions executable by a processor, the instructions configurable to cause:

determining that an interaction with a client device satisfies a characteristic associated with a computing event associated with the client device;

displaying or updating, responsive to determining that the interaction satisfies the characteristic, a user interface on the client device to present one or more inputs configured to receive information regarding the interaction;

processing input data received via the one or more inputs, the input data being identifiable in association with the interaction, the input data indicating a user expression and an entity associated with the interaction;

generating or updating one or more information objects in a database to track at least the user expression and the entity in association with the interaction; and

generating or updating one or more profile objects associated with the entity based on an aggregation of the input data with one or more attributes of the entity, the one or more profile objects comprising one or more of statistics based at least in part on the aggregation and the one or more attributes of the entity comprising previously stored data items received from one or more users associated with the entity; and

displaying a graphical representation of the one or more profile objects in the user interface on the client device.

2. The non-transitory computer-readable medium of claim 1 , the instructions further configurable to cause:

retrieving the one or more attributes of the entity from a database before generating or updating the one or more profile objects.

3. The non-transitory computer-readable medium of claim 1 , wherein the user expression is one of a plurality of icons presented in the user interface.

4. The non-transitory computer-readable medium of claim 1 , wherein the entity comprises a contact, a product or a service represented by an entity object stored a database.

5. The non-transitory computer-readable medium of claim 1 , wherein the input data further indicates one or more of: a location, a time, a date, a user or a type of interaction with the client device.

6. The non-transitory computer-readable medium of claim 1 , wherein the one or more profile objects further comprise analytics information.

7. The non-transitory computer-readable medium of claim 1 , the instructions further configurable to cause:

determining a performance metric based at least in part on the aggregation, the performance metric comprising further statistics associated with the entity.

8. A computer-implemented method comprising:

determining that an interaction with a client device satisfies a characteristic associated with a computing event associated with the client device;

causing display or update, responsive to determining that the interaction satisfies the characteristic, of a user interface on the client device to present one or more inputs configured to receive information regarding the interaction;

processing input data received via the one or more inputs, the input data being identifiable in association with the interaction, the input data indicating a user expression and an entity associated with the interaction;

generating or updating one or more information objects in a database to track at least the user expression and the entity in association with the interaction; and

generating or updating one or more profile objects associated with the entity based on an aggregation of the input data with one or more attributes of the entity, the one or more profile objects comprising one or more of statistics based at least in part on the aggregation and the one or more attributes of the entity comprising previously stored data items received from one or more users associated with the entity; and

causing display of a graphical representation of the one or more profile objects in the user interface on the client device.

9. The method of claim 8 , further comprising:

retrieving the one or more attributes of the entity from a database before generating or updating the one or more profile objects.

10. The method of claim 8 , wherein the user expression is one of a plurality of icons presented in the user interface.

11. The method of claim 8 , wherein the entity comprises a contact, a product or a service represented by an entity object stored a database.

12. The method of claim 8 , wherein the input data further indicates one or more of: a location, a time, a date, a user or a type of interaction with the client device.

13. The method of claim 8 , wherein the one or more profile objects further comprise analytics information.

14. The method of claim 8 , further comprising:

determining a performance metric based at least in part on the aggregation, the performance metric comprising further statistics associated with the entity.

15. A computing device comprising:

a memory;

one or more hardware processors in communication with the memory, the one or more processors configurable to cause:

determining that an interaction with a client device satisfies a characteristic associated with a computing event associated with the client device;

displaying or updating, responsive to determining that the interaction satisfies the characteristic, a user interface on the client device to present one or more inputs configured to receive information regarding the interaction;

processing input data received via the one or more inputs, the input data being identifiable in association with the interaction, the input data indicating a user expression and an entity associated with the interaction;

generating or updating one or more information objects in a database to track at least the user expression and the entity in association with the interaction; and

generating or updating one or more profile objects associated with the entity based on an aggregation of the input data with one or more attributes of the entity, the one or more profile objects comprising one or more of statistics based at least in part on the aggregation and the one or more attributes of the entity comprising previously stored data items received from one or more users associated with the entity; and

displaying a graphical representation of the one or more profile objects in the user interface on the client device.

16. The computing device of claim 15 , the one or more processors further configurable to cause:

retrieving the one or more attributes of the entity from a database before generating or updating the one or more profile objects.

17. The computing device of claim 15 , wherein the user expression is one of a plurality of icons presented in the user interface.

18. The computing device of claim 15 , wherein the entity comprises a contact, a product or a service represented by an entity object stored a database.

19. The computing device of claim 15 , wherein the input data further indicates one or more of: a location, a time, a date, a user or a type of interaction with the client device.

20. The computing device of claim 15 , wherein the one or more profile objects further comprise analytics information.

Assignments (1)
CHANGE OF NAME Recorded Jan 27, 2025
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 070014/0841 →
Continuity (3)
Continuation 14243624 · Apr 2, 2014
Provisional Application 61807880 · Apr 3, 2013
Related Publication 20180025439A1 · Jan 25, 2018