IP Library Granted Patent US 11,689,485
Granted Patent B1
US 11,689,485 · App. 17/649,028 · Granted Jun 27, 2023

Techniques for configuring communication process flow actions

Inventors: Aaron Popelka (San Francisco, CA); William Robert Jennings, II (Indianapolis, IN)
Assignee: Salesforce, Inc.
H04L51/10G06F16/27H04L51/066H04L51/52H04L51/56H04L67/02H04L69/24H04L63/102
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 11,689,485
App. No.
17/649,028
Granted
Jun 27, 2023
Kind
B1
Abstract

A method for data processing that includes receiving an indication of a configuration for a first action of a communication process flow that controls electronic communications between a tenant of a multi-tenant system and a first set of users associated with the tenant. The method further includes associating, within a storage location associated with the tenant, a unique identifier with metadata that defines the configuration. The method further includes receiving a request to apply the configuration to a second action of a communication process flow that controls electronic communications between the tenant and a second set of users associated with the tenant. The request may indicate the unique identifier associated with the metadata. The method further includes retrieving the metadata from the storage location using the unique identifier indicated by the request. The method further includes applying the configuration to the second action using the retrieved metadata.

Claims (59)

1. A method for data processing, comprising:

receiving an indication of a configuration for one or more actions of a first communication process flow that controls electronic communications between a tenant of a multi-tenant system and a first set of users corresponding to the tenant;

storing metadata that defines the configuration for the one or more actions of the first communication process flow, wherein the metadata is stored in association with a unique identifier that is used to retrieve the configuration from a storage location associated with the tenant;

receiving a request to apply the configuration of the one or more actions in the first communication process flow to one or more actions of a second communication process flow that is different from the first communication process flow and controls electronic communications between the tenant and a second set of users corresponding to the tenant, the request indicating the unique identifier associated with the metadata that defines the configuration;

retrieving, from the storage location and based at least in part on the unique identifier indicated by the request, the metadata that defines the configuration; and

applying the configuration to the one or more actions of the second communication process flow using the metadata retrieved from the storage location.

2. The method of claim 1 , further comprising:

receiving an indication of whether to support queries related to the configuration for the one or more actions of the first communication process flow, wherein associating the unique identifier with the metadata that defines the configuration is based at least in part on receiving the indication.

3. The method of claim 1 , wherein applying the configuration comprises:

applying the configuration to the one or more actions of the second communication process flow based at least in part on a permission corresponding to a user associated with the request.

4. The method of claim 1 , further comprising:

receiving a second request to revert the one or more actions of the second communication process flow to a previous configuration, the second request indicating a second unique identifier associated with metadata that defines the previous configuration; and

applying the previous configuration to the one or more actions of the second communication process flow based at least in part on the second request.

5. The method of claim 1 , further comprising:

receiving, from a user associated with the tenant, a second request to revert the one or more actions of the second communication process flow to a previous configuration; and

rejecting the second request based at least in part on a permission corresponding to the user.

6. The method of claim 1 , further comprising:

transmitting, to a communication platform that supports communications between users of the multi-tenant system, a message configured to cause posting of the unique identifier into a communication channel of the communication platform.

7. The method of claim 1 , wherein receiving the request comprises:

receiving the request from a communication process flow management service associated with the multi-tenant system or from a communication platform that supports communications between users of the multi-tenant system.

8. The method of claim 1 , wherein applying the configuration comprises:

applying one or more changes to the second communication process flow, the one or more changes comprising create operations, undo operations, redo operations, delete operations, or a combination thereof.

9. The method of claim 8 , further comprising:

generating a data object that comprises an indication of the one or more changes, an option to approve the one or more changes, an option to revert the one or more changes, or a combination thereof; and

transmitting, to a communication platform that supports communications between users of the multi-tenant system, a message configured to cause posting of the data object into a communication channel of the communication platform.

10. The method of claim 1 , further comprising:

generating an audit log associated with the second communication process flow based at least in part on applying the configuration, the audit log indicating a number of previous changes to the second communication process flow; and

transmitting, to a communication platform that supports communications between users of the multi-tenant system, a message configured to cause posting of the audit log into a communication channel of the communication platform.

11. The method of claim 10 , further comprising:

determining a set of recommended actions for the second communication process flow based at least in part on the audit log associated with the second communication process flow; and

transmitting, to the communication platform, a second message configured to cause posting of the set of recommended actions into the communication channel of the communication platform.

12. The method of claim 1 , wherein the storage location associated with the tenant comprises a plurality of unique identifiers associated with metadata that defines a plurality of configurations for the first communication process flow, a plurality of configurations for the second communication process flow, or both.

13. The method of claim 1 , further comprising:

querying, based at least in part on receiving the request, the storage location for the metadata that defines the configuration, wherein retrieving the metadata from the storage location is based at least in part on the querying.

14. The method of claim 1 , wherein the metadata comprises an activity name field, a description field, a message name field, a last modified date field, an author field, a creation date field, a classification field, a subject field, a header field, or a combination thereof.

15. 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:

receive an indication of a configuration for one or more actions of a first communication process flow that controls electronic communications between a tenant of a multi-tenant system and a set of users corresponding to the tenant;

store metadata that defines the configuration for the one or more actions of the first communication process flow, wherein the metadata is stored in association with a unique identifier that is used to retrieve the configuration from a storage location;

receive a request to apply the configuration of the one or more actions in the first communication process flow to one or more actions of a second communication process flow that is different from the first communication process flow and controls electronic communications between the tenant and a second set of users corresponding to the tenant, the request indicating the unique identifier associated with the metadata that defines the configuration;

retrieve, from the storage location and based at least in part on the unique identifier indicated by the request, the metadata that defines the configuration; and

apply the configuration to the one or more actions of the second communication process flow using the metadata retrieved from the storage location.

16. The apparatus of claim 15 , wherein the instructions are further executable by the processor to cause the apparatus to:

receive an indication of whether to support queries related to the configuration for the one or more actions of the first communication process flow, wherein associating the unique identifier with the metadata that defines the configuration is based at least in part on receiving the indication.

17. The apparatus of claim 15 , wherein the instructions are further executable by the processor to cause the apparatus to:

receive a second request to revert the one or more actions of the second communication process flow to a previous configuration, the second request indicating a second unique identifier associated with metadata that defines the previous configuration; and

apply the previous configuration to the one or more actions of the second communication process flow based at least in part on the second request.

18. The apparatus of claim 15 , wherein the instructions are further executable by the processor to cause the apparatus to:

transmit, to a communication platform that supports communications between users of the multi-tenant system, a message configured to cause posting of the unique identifier into a communication channel of the communication platform.

19. The apparatus of claim 15 , wherein, to receive the request, the instructions are executable by the processor to cause the apparatus to:

receive the request from a communication process flow management service associated with the multi-tenant system or from a communication platform that supports communications between users of the multi-tenant system.

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

receive an indication of a configuration for one or more actions of a first communication process flow that controls electronic communications between a tenant of a multi-tenant system and a set of users corresponding to the tenant;

store metadata that defines the configuration for the one or more actions of the first communication process flow, wherein the metadata is stored in association with a unique identifier that is used to retrieve the configuration from a storage location;

receive a request to apply the configuration of the one or more actions in the first communication process flow to one or more actions of a second communication process flow that is different from the first communication process flow and controls electronic communications between the tenant and a second set of users corresponding to the tenant, the request indicating the unique identifier associated with the metadata that defines the configuration;

retrieve, from the storage location and based at least in part on the unique identifier indicated by the request, the metadata that defines the configuration; and

apply the configuration to the one or more actions of the second communication process flow using the metadata retrieved from the storage location.

Assignments (2)
CHANGE OF NAME Recorded Apr 18, 2023
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 063874/0682 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 26, 2022
From: POPELKA, AARON; JENNINGS, WILLIAM ROBERT, II
To: SALESFORCE.COM, INC.
Reel/Frame 058782/0631 →