IP Library › Granted Patent US 12,323,380
Granted Patent B2
US 12,323,380 · App. 18/364,904 · Granted Jun 3, 2025

Techniques for cross platform communication process flow event posting

Inventors: Aaron Popelka (San Francisco, CA); William Robert Jennings, II (Indianapolis, IN); Andrew Short (Indianapolis, IN); Pranavkumar Janakbhai Parekh (Bothell, WA)
Assignee: Salesforce, Inc.
H04L51/56G06Q30/016
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Quick Facts
Patent No.
US 12,323,380
App. No.
18/364,904
Granted
Jun 3, 2025
Kind
B2
Abstract

Techniques described herein are used to support cross platform data sharing, access, and management between a communication process flow management platform and a communication platform. Specifically, techniques described herein support a communication process flow management platform detecting an event associated with a communication process flow that control electronic communications between a tenant and a set of users. The platform may generate a data object corresponding to the event. The data object may include metadata associated with the event. The platform may transmit, to a communication platform, a request that includes the data object. The request may be configured to cause an entry associated with the event to be posted into the communication platform.

Claims (36)

1. A method, comprising:

detecting a modification to data associated with a communication process flow that controls electronic communications between a tenant of a data processing system and a set of users corresponding to the tenant, wherein the modification to the data triggers one or more actions of the communication process flow, and wherein the one or more actions of the communication process flow comprise:

generating a data object that includes metadata associated with the modification to the data, wherein the data object is generated according to a configuration of the communication process flow; and

transmitting, to a communication platform, a request that includes the data object and a channel identifier associated with a communication channel of the communication platform, wherein the request is configured to cause posting of the data object into the communication channel.

2. The method of claim 1 , further comprising:

receiving, via a user interface associated with the communication process flow, a selection of one or more modifications to the data that trigger the one or more actions of the communication process flow.

3. The method of claim 2 , wherein the one or more modifications to the data comprise a delete event, an add event, a change event, or a combination thereof.

4. The method of claim 1 , further comprising:

receiving, via a user interface associated with the communication process flow, a selection of one or more parameters associated with the one or more actions of the communication process flow.

5. The method of claim 4 , wherein the one or more parameters configure the metadata associated with the data object that is posted into the communication channel of the communication platform.

6. The method of claim 1 , further comprising:

receiving, via a user interface associated with the communication process flow, a selection of one or more parameters associated with the communication channel in which the data object is posted.

7. The method of claim 6 , wherein the one or more parameters include the channel identifier associated with the communication channel of the communication platform and an identifier of the data object.

8. The method of claim 1 , wherein the data object comprises one or more periodic communication metrics associated with the tenant.

9. An apparatus, comprising:

one or more memories storing code; and

one or more processors coupled with the one or more memories, wherein the one or more processors are individually or collectively operable to execute the code to cause the apparatus to:

detect a modification to data associated with a communication process flow that controls electronic communications between a tenant of a data processing system and a set of users corresponding to the tenant, wherein the modification to the data triggers one or more actions of the communication process flow, and wherein the one or more actions of the communication process flow comprise:

generating a data object that includes metadata associated with the modification to the data, wherein the data object is generated according to a configuration of the communication process flow; and

transmitting, to a communication platform, a request that includes the data object and a channel identifier associated with a communication channel of the communication platform, wherein the request is configured to cause posting of the data object into the communication channel.

10. The apparatus of claim 9 , wherein the one or more processors are further operable to execute the code to cause the apparatus to:

receive, via a user interface associated with the communication process flow, a selection of one or more modifications to the data that trigger the one or more actions of the communication process flow.

11. The apparatus of claim 10 , wherein the one or more modifications to the data comprise a delete event, an add event, a change event, or a combination thereof.

12. The apparatus of claim 9 , wherein the one or more processors are further operable to execute the code to cause the apparatus to:

receive, via a user interface associated with the communication process flow, a selection of one or more parameters associated with the one or more actions of the communication process flow.

13. The apparatus of claim 12 , wherein the one or more parameters configure the metadata associated with the data object that is posted into the communication channel of the communication platform.

14. The apparatus of claim 9 , wherein the one or more processors are further operable to execute the code to cause the apparatus to:

receive, via a user interface associated with the communication process flow, a selection of one or more parameters associated with the communication channel in which the data object is posted.

15. The apparatus of claim 14 , wherein the one or more parameters include the channel identifier associated with the communication channel of the communication platform and an identifier of the data object.

16. The apparatus of claim 9 , wherein the data object comprises one or more periodic communication metrics associated with the tenant.

17. A non-transitory computer-readable medium that stores code comprising instructions executable by one or more processors to:

detect a modification to data associated with a communication process flow that controls electronic communications between a tenant of a data processing system and a set of users corresponding to the tenant, wherein the modification to the data triggers one or more actions of the communication process flow and wherein the one or more actions of the communication process flow comprise:

generating a data object that includes metadata associated with the modification to the data, wherein the data object is generated according to a configuration of the communication process flow; and

transmitting, to a communication platform, a request that includes the data object and a channel identifier associated with a communication channel of the communication platform, wherein the request is configured to cause posting of the data object into the communication channel.

18. The non-transitory computer-readable medium of claim 17 , wherein the instructions are further executable by the one or more processors to:

receive, via a user interface associated with the communication process flow, a selection of one or more modifications to the data that trigger the one or more actions of the communication process flow.

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 Aug 3, 2023
From: POPELKA, AARON; JENNINGS, WILLIAM ROBERT, II; SHORT, ANDREW; PAREKH, PRANAVKUMAR JANAKBHAI
To: SALESFORCE.COM, INC.
Reel/Frame 064486/0237 →
Continuity (2)
Continuation 17478130 · Sep 17, 2021
Related Publication 20230379288A1 · Nov 23, 2023
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