IP Library Granted Patent US 11,321,365
Granted Patent B1
US 11,321,365 · App. 17/156,213 · Granted May 3, 2022

Segment activation on related entities

Inventors: Vineeth Anand Nair (Mountain House, CA); Ashok Shivarudraiah (Fremont, CA); Lakshmi Srinivas Parimi (San Jose, CA); Matthew Westover (San Francisco, CA); Jamin Hall (Suwanee, GA); Sarah Flamion (Newburgh, IN); Aaron Popelka (San Francisco, CA); David Kriebel (Indianapolis, IN); Narender Ramasahayam (San Francisco, CA); Mitchell Loudenbeck (Indianapolis, IN); Praveen Savur (Santa Clara, CA); Sumit Garg (Summamish, WA); Kasia Fichtner (Moraga, CA)
Assignee: salesforce.com, inc.
G06F16/288G06F3/0482G06F16/285
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,321,365
App. No.
17/156,213
Granted
May 3, 2022
Kind
B1
Abstract

A method for data processing includes identifying, for communication of a content object, a segment of entities including entities of a first entity class of a plurality of entity classes defined by a data model that is configured for a tenant of a multi-tenant system, where the data model defines relationships between entity classes of the plurality of entity classes. The method may further include activating for selection at a user interface at least one second entity class that is related to the first entity class based on the relationships and identifying a set of additional entities of the second entity class from the remaining entities that are related to the segment of entities as defined by the data model. The method may include transmitting to a content communication system an indication of the plurality of entity identifiers corresponding to a modified segment of entities that includes the additional entities.

Claims (52)

1. A method for data processing, comprising:

identifying, for communication of a content object, a segment of entities including entities of a first entity class of a plurality of entity classes defined by a data model configured for a tenant of a multi-tenant system, the data model defining one or more relationships between entity classes of the plurality of entity classes;

activating, for selection at a user interface, at least one second entity class that is related to the first entity class based at least in part on the one or more relationships;

receiving, via the user interface, an indication of a selection of a second entity class of the at least one second entity class;

identifying, based at least in part on receiving the indication, a set of additional entities of the second entity class from remaining entities of a plurality of entities that are related to the segment of entities as defined by the data model; and

transmitting, to a content communication system for communication of the content object, an indication of a plurality of entity identifiers corresponding to a modified segment of entities that includes the set of additional entities.

2. The method of claim 1 , further comprising:

activating, for selection at the user interface, the plurality of entity classes based at least in part on the data model configured for the tenant; and

receiving, via the user interface in response to activating the plurality of entity classes, a selection of the first entity class from the plurality of entity classes, wherein the segment of entities is identified based at least in part on the selection of the first entity class.

3. The method of claim 1 , wherein identifying the set of additional entities comprises:

identifying, for at least one entity of the segment of entities, an entity that is related to the at least one entity based at least in part on the one or more relationships and the selection of the second entity class.

4. The method of claim 3 , wherein the set of additional entities comprises entities that are related to one or more entities of the segment of entities based at least in part on a parent relationship, a child relationship, a horizontal relationship, or another hierarchical relationship.

5. The method of claim 1 , wherein identifying the set of additional entities comprises:

identifying, for at least one entity of the segment of entities, a subset of the set of additional entities based at least in part on the subset being child entities of the at least one entity.

6. The method of claim 5 , wherein the at least one entity and the child entities correspond to a same user.

7. The method of claim 5 , wherein the at least one entity is a group entity and each of the child entities correspond to a different user.

8. The method of claim 1 , wherein identifying the set of additional entities comprises:

identifying, for at least one entity of the segment of entities, an additional entity of the set of additional entities based at least in part on the additional entity being a parent entity of the at least one entity.

9. The method of claim 8 , wherein the additional entity and the parent entity correspond to a same user.

10. The method of claim 1 , wherein transmitting, the indication of the plurality of entity identifiers comprises:

transmitting, to the content communication system for communication of the content object, the indication of the plurality of entity identifiers corresponding to the modified segment of entities that includes the set of additional entities and the segment of entities.

11. An apparatus for data processing, comprising:

a processor;

memory coupled with the processor; and

instructions stored in the memory and executable by the processor to cause the apparatus to:

identify, for communication of a content object, a segment of entities including entities of a first entity class of a plurality of entity classes defined by a data model configured for a tenant of a multi-tenant system, the data model defining one or more relationships between entity classes of the plurality of entity classes;

activate, for selection at a user interface, at least one second entity class that is related to the first entity class based at least in part on the one or more relationships;

receive, via the user interface, an indication of a selection of a second entity class of the at least one second entity class;

identify, based at least in part on receiving the indication, a set of additional entities of the second entity class from remaining entities of a plurality of entities that are related to the segment of entities as defined by the data model; and

transmit, to a content communication system for communication of the content object, an indication of a plurality of entity identifiers corresponding to a modified segment of entities that includes the set of additional entities.

12. The apparatus of claim 11 , wherein the instructions are further executable by the processor to cause the apparatus to:

activate, for selection at the user interface, the plurality of entity classes based at least in part on the data model configured for the tenant; and

receive, via the user interface in response to activating the plurality of entity classes, a selection of the first entity class from the plurality of entity classes, wherein the segment of entities is identified based at least in part on the selection of the first entity class.

13. The apparatus of claim 11 , wherein the instructions to identify the set of additional entities are executable by the processor to cause the apparatus to:

identify, for at least one entity of the segment of entities, an entity that is related to the at least one entity based at least in part on the one or more relationships and the selection of the second entity class.

14. The apparatus of claim 13 , wherein the set of additional entities comprises entities that are related to one or more entities of the segment of entities based at least in part on a parent relationship, a child relationship, a horizontal relationship, or another hierarchical relationship.

15. The apparatus of claim 11 , wherein the instructions to identify the set of additional entities are executable by the processor to cause the apparatus to:

identify, for at least one entity of the segment of entities, a subset of the set of additional entities based at least in part on the subset being child entities of the at least one entity.

16. A non-transitory computer-readable medium storing code for data processing, the code comprising instructions executable by a processor to:

identify, for communication of a content object, a segment of entities including entities of a first entity class of a plurality of entity classes defined by a data model configured for a tenant of a multi-tenant system, the data model defining one or more relationships between entity classes of the plurality of entity classes;

activate, for selection at a user interface, at least one second entity class that is related to the first entity class based at least in part on the one or more relationships;

receive, via the user interface, an indication of a selection of a second entity class of the at least one second entity class;

identify, based at least in part on receiving the indication, a set of additional entities of the second entity class from remaining entities of a plurality of entities that are related to the segment of entities as defined by the data model; and

transmit, to a content communication system for communication of the content object, an indication of a plurality of entity identifiers corresponding to a modified segment of entities that includes the set of additional entities.

17. The non-transitory computer-readable medium of claim 16 , wherein the instructions are further executable by the processor to:

activate, for selection at the user interface, the plurality of entity classes based at least in part on the data model configured for the tenant; and

receive, via the user interface in response to activating the plurality of entity classes, a selection of the first entity class from the plurality of entity classes, wherein the segment of entities is identified based at least in part on the selection of the first entity class.

18. The non-transitory computer-readable medium of claim 16 , wherein the instructions to identify the set of additional entities are executable by the processor to:

identify, for at least one entity of the segment of entities, an entity that is related to the at least one entity based at least in part on the one or more relationships and the selection of the second entity class.

19. The non-transitory computer-readable medium of claim 18 , wherein the set of additional entities comprises entities that are related to one or more entities of the segment of entities based at least in part on a parent relationship, a child relationship, a horizontal relationship, or another hierarchical relationship.

20. The non-transitory computer-readable medium of claim 16 , wherein the instructions to identify the set of additional entities are executable by the processor to:

identify, for at least one entity of the segment of entities, a subset of the set of additional entities based at least in part on the subset being child entities of the at least one entity.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0512 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 22, 2021
From: NAIR, VINEETH ANAND; SHIVARUDRAIAH, ASHOK; PARIMI, LAKSHMI SRINIVAS; WESTOVER, MATTHEW; HALL, JAMIN; FLAMION, SARAH; POPELKA, AARON; KRIEBEL, DAVID; RAMASAHAYAM, NARENDER; LOUDENBECK, MITCHELL; SAVUR, PRAVEEN; GARG, SUMIT; FICHTNER, KASIA
To: SALESFORCE.COM, INC.
Reel/Frame 055006/0723 →
Continuity (1)
Provisional Application 63093664 · Oct 19, 2020
Cited By (1)
US 1,137,296