IP Library Granted Patent US 11,792,146
Granted Patent B2
US 11,792,146 · App. 17/649,029 · Granted Oct 17, 2023

Techniques for communication process flow approval management

Inventors: Aaron M. Popelka (San Francisco, CA); William Robert Jennings, II (Indianapolis, IN)
Assignee: Salesforce, Inc.
H04L51/10G06F16/27H04L51/52H04L51/56H04L67/02H04L69/24H04L63/102
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Quick Facts
Patent No.
US 11,792,146
App. No.
17/649,029
Granted
Oct 17, 2023
Kind
B2
Abstract

Methods, systems, apparatuses, devices, and computer program products are described. A communication platform may receive a first request indicating a first data object comprising metadata associated with an update to an action of a communication process flow. The metadata may indicate that a user with particular permissions is to approve the update. The communication platform may post an entry displaying the metadata and configured to receive an indication of approval of the update from the user. The communication platform may receive an indication of the approval from the user, for example via a user interface component. The communication platform may generate a second data object indicating the action and the user, ensuring that the update was successfully approved, and transmit a second request to a communication process flow management service supporting the communication process flow, the second request including the second object and configured to activate the update.

Claims (53)

1. A method for data processing, comprising:

receiving, at a communication platform from a communication process flow management service that manages a communication process flow for electronic communications between a tenant of the communication process flow management service and a plurality of users associated with the tenant, a first request indicating a first data object that comprises metadata associated with an update to an action of the communication process flow, wherein the metadata indicates a user of the communication platform is to approve the update to the action;

posting, based at least in part on receiving the first request, an entry into a channel of the communication platform, the entry displaying the metadata associated with the update and configured to receive an indication of approval of the update from the user that is a participant to the channel;

receiving, at the communication platform and from the user, the indication of the approval of the update to the action of the communication process flow;

generating, based at least in part on receiving the indication of the approval, a second data object that includes an indication of the action and an indication of the user; and

transmitting, to the communication process flow management service, a second request that includes the second data object, wherein the second request is configured to activate the update to the action of the communication process flow.

2. The method of claim 1 , wherein transmitting the second request comprises:

transmitting the second request that is configured to activate the communication process flow based at least in part on receiving the indication of the approval.

3. The method of claim 1 , further comprising:

receiving, from the communication process flow management service, an indication of a set of permissions for approving the update to the action, wherein the user is configured to approve the update based at least in part on the set of permissions.

4. The method of claim 3 , wherein the set of permissions is based at least in part on an action type of the action.

5. The method of claim 3 , further comprising:

posting, based at least in part on receiving the indication of the approval, an entry into the channel of the communication platform displaying a message indicating that the user lacks permission to approve the update.

6. The method of claim 1 , wherein posting the entry into the channel of the communication platform comprises:

posting the entry comprising a user interface component configured to receive the indication of the approval of the update.

7. The method of claim 6 , wherein the entry comprises the user interface component based at least in part on a set of permissions for approving the update to the action.

8. The method of claim 1 , further comprising:

posting, based at least in part on receiving the first request, the entry into a home channel of the communication platform, the entry displaying the metadata associated with the update and configured to receive the indication of approval of the update from the user; and

receiving, at the home channel of the communication platform and from the user, the indication of the approval of the update to the action of the communication process flow.

9. The method of claim 1 , wherein the entry is configured to receive an indication of approval of the update, an indication to view the update in the communication process flow management service, an indication of suggested changes to the update, an indication of a rejection of the update, an indication to test the update, or any combination thereof, from the user.

10. The method of claim 1 , further comprising:

receiving, at the communication platform and from the user, an indication to test the update to the action of the communication process flow; and

transmitting, based at least in part on receiving the indication to test the update, a third data object that comprises a plurality of emails, a date on which to perform the test, personalization strings, or any combination thereof.

11. The method of claim 10 , further comprising:

receiving, based at least in part on transmitting the third data object, a fourth data object that includes an indication of results of the test; and

posting, based at least in part on receiving the fourth data object, a second entry that includes the indication of the results of the test.

12. The method of claim 1 , wherein transmitting the second request comprises:

transmitting, to the communication process flow management service supporting the communication process flow, the second request that includes the second data object, wherein the second request is configured to activate the update to the action of the communication process flow.

13. 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, at a communication platform and from a communication process flow management service that manages a communication process flow for electronic communications between a tenant of the communication process flow management service and a plurality of users associated with the tenant, a first request indicating a first data object that comprises metadata associated with an update to an action of the communication process flow, wherein the metadata indicates a user of the communication platform is to approve the update to the action;

post, based at least in part on receiving the first request, an entry into a channel of the communication platform, the entry displaying the metadata associated with the update and configured to receive an indication of approval of the update from the user that is a participant to the channel;

receive, at the communication platform and from the user, the indication of the approval of the update to the action of the communication process flow;

generate, based at least in part on receiving the indication of the approval, a second data object that includes an indication of the action and an indication of the user; and

transmit, to the communication process flow management service, a second request that includes the second data object, wherein the second request is configured to activate the update to the action of the communication process flow.

14. The apparatus of claim 13 , wherein the instructions to transmit the second request are executable by the processor to cause the apparatus to:

transmit the second request that is configured to activate the communication process flow based at least in part on receiving the indication of the approval.

15. The apparatus of claim 13 , wherein the instructions are further executable by the processor to cause the apparatus to:

receive, from the communication process flow management service, an indication of a set of permissions for approving the update to the action, wherein the user is configured to approve the update based at least in part on the set of permissions.

16. The apparatus of claim 15 , wherein the set of permissions is based at least in part on an action type of the action.

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

post, based at least in part on receiving the indication of the approval, an entry into the channel of the communication platform displaying a message indicating that the user lacks permission to approve the update.

18. The apparatus of claim 13 , wherein the instructions to post the entry into the channel of the communication platform are executable by the processor to cause the apparatus to:

post the entry comprising a user interface component configured to receive the indication of the approval of the update.

19. The apparatus of claim 18 , wherein the entry comprises the user interface component based at least in part on a set of permissions for approving the update to the action.

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

receive, at a communication platform and from a communication process flow management service that manages a communication process flow for electronic communications between a tenant of the communication process flow management service and a plurality of users associated with the tenant, a first request indicating a first data object that comprises metadata associated with an update to an action of the communication process flow, wherein the metadata indicates a user of the communication platform is to approve the update to the action;

post, based at least in part on receiving the first request, an entry into a channel of the communication platform, the entry displaying the metadata associated with the update and configured to receive an indication of approval of the update from the user that is a participant to the channel;

receive, at the communication platform and from the user, the indication of the approval of the update to the action of the communication process flow;

generate, based at least in part on receiving the indication of the approval, a second data object that includes an indication of the action and an indication of the user; and

transmit, to the communication process flow management service, a second request that includes the second data object, wherein the second request is configured to activate the update to the action of the communication process flow.

Assignments (3)
CORRECTIVE ASSIGNMENT TO CORRECT THE THE FIRST INVENTORS NAME PREVIOUSLY RECORDED AT REEL: 058782 FRAME: 0831. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Sep 1, 2023
From: POPELKA, AARON M.; JENNINGS, WILLIAM ROBERT, II
To: SALESFORCE.COM, INC.
Reel/Frame 064802/0677 →
CHANGE OF NAME Recorded Apr 11, 2023
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 063297/0320 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 26, 2022
From: POPELKA, AARON; JENNINGS, WILLIAM ROBERT, II
To: SALESFORCE.COM, INC.
Reel/Frame 058782/0831 →
Continuity (1)
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