IP Library Granted Patent US 11,005,801
Granted Patent B1
US 11,005,801 · App. 16/826,978 · Granted May 11, 2021

Personalized dashboard chart for email subscriptions

Inventors: Dylan Thom (San Francisco, CA); Ryoji Osawa (San Francisco, CA); Pragya Anand (San Francisco, CA)
Assignee: salesforce.com, inc.
H04L51/22G06Q10/06393G06Q10/107H04L41/22H04L51/046H04L51/066H04L51/12H04L51/14
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Quick Facts
Patent No.
US 11,005,801
App. No.
16/826,978
Granted
May 11, 2021
Kind
B1
Abstract

A method for managing a user's email subscriptions has been developed. The method provides a user interface (UI) to the user that allows the user to view and select multiple stand-alone components across multiple dashboard displays for an email subscription to an email address. The user's selections are received via the UI and include one or more stand-alone components from a first dashboard display and one or more stand-alone components from a second dashboard display in the email subscription. The first dashboard display is not the same was the second dashboard display. A display of each of the subscribed stand-alone components is rendered periodically based on the user's preference. The rendered displays are combined into a single email message that is sent to the email address upon completion of the rendering of the displays.

Claims (32)

1. A method for managing a user's email subscriptions, comprising:

providing a user interface (UI) to the user, where the UI allows the user to view and select multiple stand-alone components across multiple dashboard displays for an email subscription to an email address;

receiving the user's selection, via the UI, to include one or more stand-alone components from a first dashboard display in the email subscription;

receiving the user's selection, via the UI, to include one or more stand-alone components from a second dashboard display in the email subscription, where the first dashboard display is not the same as the second dashboard display;

rendering a display of each of the subscribed stand-alone components, where the display is rendered periodically based on the user's preference;

combining each of the rendered displays into a single email message that is sent to the email address upon completion of the rendering of the displays; and

wherein the display is rendered in a portable document format (PDF) file.

2. The method of claim 1 , where the multiple stand-alone components comprise key performance indicators (KPI).

3. The method of claim 1 , where the multiple stand-alone components comprise widgets.

4. The method of claim 3 , where the widgets comprise charts.

5. The method of claim 3 , where the widgets comprise tables.

6. The method of claim 3 , where the widgets comprise textual messages.

7. The method of claim 1 , where the display is rendered periodically based on a predetermined schedule selected by the user.

8. The method of claim 1 , where the single email message is sent based on the user's preference.

9. The method of claim 8 , where the single email message is sent periodically based on a predetermined schedule selected by the user.

10. The method of claim 1 , where the user creates multiple separate subscriptions to the email address.

11. An apparatus for managing a user's email subscriptions, comprising:

a processor; and

a memory coupled to the processor, where the memory comprises a computer readable storage media that includes computer program instructions capable of,

providing a user interface (UI) to the user, where the UI allows the user to view and select multiple stand-alone components across multiple dashboard displays for an email subscription to an email address,

receiving the user's selection, via the UI, to include one or more standalone components from a first dashboard display in the email subscription,

receiving the user's selection, via the UI, to include one or more standalone components from a second dashboard display in the email subscription, where the first dashboard display is not the same as the second dashboard display,

rendering a display of each of the subscribed stand-alone components, where the display is rendered periodically based on the user's preference,

combining each of the rendered displays into a single email message that is sent to the email address upon completion of the rendering of the displays; and

wherein the display is rendered in a portable document format (PDF) file.

12. The apparatus of claim 11 , where the multiple stand-alone components comprise key performance indicators (KPI).

13. The apparatus of claim 11 , where the multiple stand-alone components.

14. The apparatus of claim 13 , where the widgets comprise charts.

15. The apparatus of claim 13 , where the widgets comprise tables.

16. The apparatus of claim 13 , where the widgets comprise textual messages.

17. The apparatus of claim 11 , where the user creates multiple separate subscriptions to the email address.

18. The apparatus of claim 11 , where the apparatus is a mobile communications device.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0480 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 23, 2020
From: THOM, DYLAN; OSAWA, RYOJI; ANAND, PRAGYA
To: SALESFORCE.COM, INC.
Reel/Frame 052197/0330 →
Continuity (1)
Provisional Application 62968797 · Jan 31, 2020
Cited By (1)
US 12,556,630