IP Library Granted Patent US 11,658,930
Granted Patent B2
US 11,658,930 · App. 17/809,498 · Granted May 23, 2023

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.
H04L51/42G06Q10/06393G06Q10/107H04L41/22H04L51/046H04L51/066H04L51/212H04L51/214
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 11,658,930
App. No.
17/809,498
Granted
May 23, 2023
Kind
B2
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. 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 (29)

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 components across multiple dashboard displays for an email subscription to an email address;

receiving user's selection, via the UI, to include at least two components from the dashboard displays;

creating a job notification configuration file which contains information parsed from each component that comprises component source, type, dimensions and filters;

saving a snapshot of each dashboard display where a link is stored within each snapshot that includes at least a component link to identify which component should be displayed by each dashboard display; and

combining the at least two selected components into a single email message that is sent to the email address on a predetermined schedule selected by the user.

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

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

10. The method of claim 1 , where the rendering display is a portable document format (PDF) file.

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 components across multiple dashboard displays for an email subscription to an email address;

receiving user's selection, via the UI, to include at least two components from the dashboard displays;

creating a job notification configuration file which contains information parsed from each component that comprises component source, type, dimensions and filters;

saving a snapshot of each dashboard display where a link is stored within each snapshot that includes at least a component link to identify which component should be displayed by each dashboard display; and

combining the at least two selected components into a single email message that is sent to the email address on a predetermined schedule selected by the user.

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

13. The apparatus of claim 11 , where the multiple components comprise widgets.

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.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0638 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 28, 2022
From: THOM, DYLAN; OSAWA, RYOJI; ANAND, PRAGYA
To: SALESFORCE.COM, INC.
Reel/Frame 060341/0639 →
Continuity (4)
Continuation 17301709 · Apr 12, 2021
Continuation 16826978 · Mar 23, 2020
Provisional Application 62968797 · Jan 31, 2020
Related Publication 20220329559A1 · Oct 13, 2022