IP Library Granted Patent US 11,227,100
Granted Patent B2
US 11,227,100 · App. 16/579,605 · Granted Jan 18, 2022

Method and system for sharing documents between on-demand services

Inventors: Timothy J. Barker (Great Shefford, GB); Jonathan Levine (Brooklyn, NY); James Johnson (San Francisco, CA)
Assignee: salesforce.com, inc.
G06F40/166G06F16/168G06F16/176G06F16/182G06F16/958
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Quick Facts
Patent No.
US 11,227,100
App. No.
16/579,605
Granted
Jan 18, 2022
Kind
B2
Abstract

A method for sharing documents between on-demand services is provided. In an embodiment, a user of a first on-demand service may be able to view a list of content that includes content stored at the first on-demand service and content stored at a second on-demand service. The content of the second on-demand service may be associated with information about the content, allowing the content to be shared among multiple users of the first on-demand service. The user wanting to view the content, select or click on an indicator identifying the content, a connection to the second on-demand service is established, and images of the content are sent from the second on-demand service to the first on-demand service.

Claims (60)

1. A non-transitory computer readable medium having program instructions stored thereon that are capable of causing a first system to perform operations comprising:

causing, by a first on-demand service of the first system, a user interface to be displayed, wherein the user interface indicates first content, including one or more electronic documents, that is stored at a first data store of the first system, wherein the first content is associated with a first account of the first on-demand service, wherein the user interface includes a visual element that is operable to allow access to second content stored, via a second on-demand service, at a second data store of a second system via the user interface, wherein the second content is associated with a second account of the second on-demand service;

the first on-demand service automatically logging into the second account via the user interface;

the first on-demand service displaying, within the user interface, a listing of one or more items of the second content;

responsive to receiving an indication that a particular item of the one or more items of second content has been selected:

the first on-demand service retrieving the particular item of second content from the second data store, wherein the particular item of second content is an electronic document; and

the first on-demand service causing the particular item of second content to be displayed within the user interface.

2. The computer readable medium of claim 1 , wherein the operations further comprise:

permitting a user to edit the displayed particular item via the user interface of the first on-demand service.

3. The computer readable medium of claim 1 , wherein the operations further comprise:

presenting, via the user interface, an entry field operable to receive a search input; and

based on the received search input, conducting a search including searching the second content stored at the second data store of the second system.

4. The computer readable medium of claim 1 , wherein the operations further comprise:

allowing, via the user interface, a user to share the particular item with other users of the first on-demand service.

5. The computer readable medium of claim 1 , wherein the operations further comprise:

presenting, via the user interface, a screen soliciting account information of the second account; and

in response to receiving the account information, storing the account information to facilitate the first on-demand service automatically logging into the second account.

6. The computer readable medium of claim 5 , wherein the account information includes a username and password for the second account.

7. The computer readable medium of claim 1 , wherein the first on-demand service automatically logging into the second account is responsive to receiving an indication that the visual element has been selected.

8. The computer readable medium of claim 1 , wherein the operations further comprise:

in response to the first on-demand service retrieving the particular item, storing the particular item in a storage area of the first on-demand service.

9. The computer readable medium of claim 1 , wherein the operations further comprise:

tracking selections of the particular item by users of the first on-demand service.

10. The computer readable medium of claim 9 , wherein the operations further comprise:

presenting, via the user interface, a visual indicating results from an analysis of the tracked selections.

11. A method, comprising:

causing, by a first on-demand service of a first system, a user interface to be displayed, wherein the user interface indicates first content that is stored at a first data store of the first system, wherein the first content is associated with a first account of the first on-demand service, wherein the user interface includes a visual element that is operable to allow access to second content stored, via a second on-demand service, at a second data store of a second system via the user interface, wherein the second content is associated with a second account of the second on-demand service;

the first on-demand service automatically logging into the second account via the user interface; and

the first on-demand service creating an association between the first account and the second account, wherein the creating the association includes displaying, within the user interface, a listing of one or more items of the second content; and

responsive to receiving an indication that a particular item of the one or more items of second content has been selected:

the first on-demand service retrieving the particular item of the second content from the second data store, wherein the particular item of second content is an electronic document;

the first on-demand service causing the particular item of second content to be displayed within the user interface; and

the first on-demand service permitting the displayed particular item of second content to be edited within the user interface.

12. The method of claim 11 , further comprising:

displaying, via the user interface, a content search area that includes one or more fields that allow a user to formulate a search query; and

based on a received search query from the user, searching the first and second contents.

13. The method of claim 11 , further comprising:

the first on-demand service receiving, via the user interface, account information of the second account; and

the first on-demand service storing the account information to facilitate the first on-demand service automatically logging into the second account.

14. The method of claim 11 , further comprising:

the first on-demand service receiving, via the user interface, a selection by a user to share the particular item; and

the first on-demand service sharing the particular item with one or more additional users.

15. A computing system, comprising:

a processor; and

a memory coupled to the processor, wherein the memory has computer instructions stored thereon that are capable of being executed by the computing system to cause operations comprising:

causing, by a first on-demand service of the computing system, a user interface to be displayed, wherein the user interface indicates first content that is stored at a first data store of the computing system, wherein the first content is associated with a first account of the first on-demand service, wherein the user interface includes a visual element that is operable to allow access, via the user interface, to second content stored, via a second on-demand service, at a second data store of a second system, wherein the second content is associated with a second account of the second on-demand service;

automatically logging into the second account via the user interface; and

the first on-demand service displaying, within the user interface, a listing of one or more items of the second content; and

responsive to receiving an indication that a particular item of the one or more items of second content has been selected:

retrieving the particular item of the second content from the second data store, wherein the particular item of second content is an electronic document; and

the first on-demand service causing the particular item of second content to be displayed within the user interface.

16. The computing system of claim 15 , wherein the operations further comprise:

providing, via the user interface, one or more search fields operable to receive a search query from a user; and

searching the first and second contents based on a received search query from the user.

17. The computing system of claim 15 , wherein the user interface permits viewing and editing of the displayed particular item.

18. The computing system of claim 15 , wherein the operations further comprise:

the first on-demand service receiving, via the user interface, login credentials of the second account; and

the first on-demand service storing the login credentials to facilitate the first on-demand service automatically logging into the second account.

19. The computing system of claim 15 , wherein the operations further comprise:

in response to a request from a user, sharing access to the particular item to one or more additional users of the first on-demand service.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0444 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 23, 2019
From: BARKER, TIMOTHY J.; LEVINE, JONATHAN; JOHNSON, JAMES
To: SALESFORCE.COM, INC.
Reel/Frame 050466/0161 →
Continuity (6)
Continuation 15450693 · Mar 6, 2017
Continuation 14447511 · Jul 30, 2014
Continuation 13791825 · Mar 8, 2013
Continuation 12584954 · Sep 14, 2009
Provisional Application 61191914 · Sep 12, 2008
Related Publication 20200019598A1 · Jan 16, 2020