IP Library › Granted Patent US 11,159,470
Granted Patent B1
US 11,159,470 · App. 16/926,155 · Granted Oct 26, 2021

Live database records in a chat platform

Inventors: Nate Botwick (San Francisco, CA); Anh Khuc (Millbrae, CA); Ben Cronin (San Francisco, CA); Matthew Chan (San Francisco, CA); Christopher Masterson (San Francisco, CA); David Engelberg (Seattle, WA); Diana Berlin (San Francisco, CA); Merwan Hade (San Francisco, CA); John Arlan Brock (Oakland, CA); Andrew Chung (Berkeley, CA); Justin Edmund (San Francisco, CA); Norris Lee (South San Francisco, CA)
Assignee: salesforce.com, inc.
H04L51/22H04L51/12H04L51/14H04L51/16
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Quick Facts
Patent No.
US 11,159,470
App. No.
16/926,155
Filed
Jul 10, 2020
Granted
Oct 26, 2021
Kind
B1
Art Unit
2447
USPC
709/206
Abstract

Described herein are a system, apparatus, device, method, and/or computer program product embodiments and/or combinations and sub-combinations thereof for displaying a live database record in a chat session. In a given embodiment, a collaborative communications system may cause display of a subset of fields the database record in a chat session. The collaborative communications system may detect activation of the chat session. The collaborative communications system may retrieve the current values of the subset of fields. Upon retrieval, the collaborative communications system causes display of the subset of fields of the database record including an updated value for a field in the chat session.

Claims (79)

1. A method comprising:

detecting, by one or more computing devices, a request from a user to transmit a database record within a chat session, the chat session comprising a plurality of messages exchanged between a plurality of chat participants including the user;

causing, by the one or more computing devices and in response to the request from the user, display of a user interface element positioned after one of the plurality of messages within the chat session, the user interface element comprising a subset of fields of the database record, wherein the chat session is deactivated after causing display of the user interface element;

detecting, by the one or more computing devices, an activation of the chat session after the chat session is deactivated;

transmitting, by the one or more computing devices, a request to retrieve current values of the subset of fields in response to detecting the activation;

identifying, by the one or more computing devices, an updated value for a field of the subset of fields based on the current values of the subset of fields;

generating, by the one or more computing devices, a visual indication of the field changing from a previous value to the updated value in response to identifying the updated value for the field;

modifying, by the one or more computing devices, the user interface element within the chat session to include the updated value for the field and the visual indication; and

causing display of the chat session with the modified user interface element.

2. The method of claim 1 , further comprising:

in response to detecting the activation of the chat session:

retrieving, by the one or more computing devices, the chat session using a chat session identifier, wherein the chat session comprises the plurality of messages exchanged between the plurality of chat participants; and

identifying, by the one or more computing devices, the database record in the chat session,

wherein the request to retrieve the current values includes an identifier of the database record.

3. The method of claim 1 , wherein activation of the chat session is in response to detecting an activation request to open the chat session.

4. The method of claim 1 , further comprising:

receiving, by the one or more computing devices, input from at least one chat participant of the plurality of chat participants to activate the chat session;

identifying, by the one or more computing devices, a user identifier of the at least one chat participant;

retrieving, by the one or more computing devices, a permission setting of the at least one chat participant; and

identifying, by the one or more computing devices, a portion of the database record authorized for display for the at least one chat participant based on the permission setting, wherein the portion of the database record includes the subset of fields.

5. The method of claim 1 , further comprising:

identifying, by the one or more computing devices, a type of the database record;

identifying, by the one or more computing devices, an icon corresponding to the type of the database record; and

cause display, by the one or more computing devices, of the icon with the subset of fields in the chat session.

6. The method of claim 5 , in response to detecting the updated value for the field of the subset of fields, the method further comprising:

identifying, by the one or more computing devices, a change in the type of the database record based on the updated value;

identifying, by the one or more computing devices, a new icon for the database record based on the change in the type of the database record; and

cause display, by the one or more computing devices, of the new icon with the subset of fields.

7. The method of claim 1 , wherein the chat session is deactivated in response to receiving an input to close the chat session or a timing out of the chat session after a predetermined amount of time.

8. The method of claim 1 , wherein the user interface element displayed in the chat session comprises a name of the database record.

9. A system comprising:

a memory;

a processor coupled to the memory, the processor configured to:

detect a request from a user to transmit a database record within a chat session, the chat session comprising a plurality of messages exchanged between a plurality of chat participants including the user;

cause, in response to the request from the user, display of a user interface element positioned after one of the plurality of messages within the chat session, the user interface element comprising a subset of fields of the database record, wherein the chat session is deactivated after the user interface element is displayed within the chat session;

detect an activation of the chat session after the chat session is deactivated;

transmit a request to retrieve current values of the subset of fields in response to detecting the activation;

identify an updated value for a field of the subset of fields based on the current values of the subset of fields;

generate a visual indication of the field changing from a previous value to the updated value in response to identifying the updated value for the field;

modify the user interface element within the chat session to include the updated value for the field and the visual indication; and

cause display of the chat session with the modified user interface element.

10. The system of claim 9 , in response to detecting the activation of the chat session, the processor further configured to:

retrieve the chat session using a chat session identifier, wherein the chat session comprises the plurality of messages exchanged between the plurality of chat participants; and

identify the database record in the chat session,

wherein the request to retrieve the current values includes an identifier of the database record.

11. The system of claim 9 , wherein activation of the chat session is in response to detecting an activation request to open the chat session.

12. The system of claim 9 , the processor further configured to:

receive input from at least one chat participant of the plurality of chat participants to activate the chat session;

identify a user identifier of the at least one chat participant;

retrieve a permission setting of the at least one chat participant; and

identify a portion of the database record authorized for display for the at least one chat participant based on the permission setting, wherein the portion of the database record includes the subset of fields.

13. The system of claim 9 , the processor further configured to:

identify a type of the database record;

identify an icon corresponding to the type of the database record; and

cause display of the icon with the subset of fields in the chat session.

14. The system of claim 13 , in response to detecting the updated value for the field of the subset of fields the processor further configured to:

identify a change in the type of the database record based on the updated value;

identify a new icon for the database record based on the change in the type of the database record; and

render the new icon with the subset of fields.

15. The system of claim 9 , wherein the chat session is deactivated in response to receiving an input to close the chat session or a timing out of the chat session after a predetermined amount of time.

16. A non-transitory computer-readable medium having instructions stored thereon, execution of which, by one or more processors of a device, cause the one or more processors to perform operations comprising:

detecting a request from a user to transmit a database record within a chat session, the chat session comprising a plurality of messages exchanged between a plurality of chat participants including the user;

causing, in response to the request from the user, display of a user interface element positioned after one of the plurality of messages within the chat session, the user interface element comprising a subset of fields of the database record, wherein the chat session is deactivated after causing display of the user interface element;

detecting an activation of the chat session after the chat session is deactivated;

transmitting a request to retrieve current values of the subset of fields in response to detecting the activation;

identifying an updated value for a field of the subset of fields based on the current values of the subset of fields;

generating a visual indication of the field changing from a previous value to the updated value in response to identifying the updated value for the field;

modifying the user interface element within the chat session to include the updated value for the field and the visual indication; and

causing display of the chat session with the modified user interface element.

17. The non-transitory computer-readable medium of claim 16 , in response to detecting the activation of the chat session the operations further comprising:

retrieving the chat session using a chat session identifier, wherein the chat session comprises the plurality of messages exchanged between the plurality of chat participants;

identifying the database record in the chat session,

wherein the request to retrieve the current values of the includes an identifier of the database record.

18. The non-transitory computer-readable medium of claim 16 , wherein activation of the chat session is in response to detecting an activation request to open the chat session.

19. The non-transitory computer-readable medium of claim 16 , the operations further comprising:

receive input from at least one chat participant of the plurality of chat participants to activate the chat session;

identify a user identifier of the at least one chat participant;

retrieve a permission setting of the at least one chat participant; and

identify a portion of the database record authorized for display for the at least one chat participant based on the permission setting, wherein the portion of the database record includes the subset of fields.

Assignments (2)
CHANGE OF NAME Recorded Aug 4, 2026
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 076118/0548 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 19, 2021
From: BOTWICK, NATE; KHUC, ANH; CRONIN, BEN; CHAN, MATTHEW; MASTERSON, CHRISTOPHER; ENGELBERG, DAVID; BERLIN, DIANA; HADE, MERWAN; BROCK, JOHN ARLAN; CHUNG, ANDREW; EDMUND, JUSTIN; LEE, NORRIS
To: SALESFORCE.COM, INC.
Reel/Frame 055338/0840 →
Cited By (3)
US 12,190,292 US 12,218,890 US 12,229,726