SYSTEMS AND METHODS FOR UPDATING RECORD OBJECTS OF A SYSTEM OF RECORD
The present disclosure relates to generating performance profiles of member nodes. A plurality of electronic activities can be accessed. A subset of electronic activities from the plurality of electronic activities can be identified. The subset of electronic activities can be parsed to identify participants of the electronic activities. A second node profile can be accessed for each participant. Participant types can be identified from each second node profiles. A distribution of the subset of electronic activities can be determined. A performance profile can be generated.
1 . A method, comprising:
maintaining, by a data processing system including one or more processors, a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
accessing, by the data processing system, data of a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
accessing, by the data processing system, from one or more servers of a customer relationship management (CRM) system, a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of the plurality of data source providers;
generating, by the data processing system, a plurality of local record objects corresponding to the plurality of CRM record objects, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in the plurality of local record objects used by the data processing system for matching electronic activities to the plurality of local record objects, each local record object used to update a corresponding CRM record object maintained on the one or more servers of the CRM system;
generating, by the data processing system, for a first person identified in a first object field-value pair of a first set of local opportunity record objects of the plurality of local record objects, a goal data object corresponding to a first local opportunity record object of the first set of local opportunity record objects based on data included in one or more second object field-value pairs of the first local opportunity record object, each second object field-value pair of the one or more second object field-value pairs identifying a person and a respective role of the person in a process of the first local opportunity record object, each local opportunity record object comprising a stage field-value pair indicating a stage of a process corresponding to the local opportunity record object, the goal data object generated for the first person having a status configured to change from a first, incomplete status to a second, complete status based on an event policy specifying a qualifying entity type;
identifying, by the data processing system, from the plurality of electronic activities, a set of electronic activities matched with the first local opportunity record object that identifies the first entity in the first object field-value pair;
determining, by the data processing system, from the set of electronic activities matched with the first local opportunity record object, a second entity that is included as a participant of a first electronic activity and that has previously not been included as a participant in the set of electronic activities matched with the first local opportunity record object or that has not been identified by the one or more second object field-value pairs of the first local opportunity record object;
identifying, by the data processing system, for the second entity, from the plurality of node profiles, a node profile including one or more node field-value pairs identifying at least one of a seniority or department of the second entity;
determining, by the data processing system, based on the one or more node field-value pairs of the node profile, that the second entity satisfies the qualifying entity type based on the seniority or the department of the second entity satisfying a predetermined seniority or department value;
updating, by the data processing system, the status of the goal data object generated for the first person from the first status to the second status responsive to determining that the second entity satisfies the qualifying entity type;
updating, by the data processing system, a third object field-value pair of the first local opportunity record object to include a value identifying the second entity responsive to determining that the second entity satisfies the qualifying entity type; and
transmitting, by the data processing system, to the one or more servers of the CRM system, responsive to updating the third object field-value pair of the first local opportunity record object, instructions to update a CRM record object to which the first local opportunity record object corresponds by including the value identifying the second entity to a corresponding field of the CRM record object.
2 . The method of claim 1 , wherein one or more conditions of the event policy include being a specified electronic activity type, the method further comprising:
determining, by the data processing system, that the first electronic activity of the set of electronic activities satisfies the one or more conditions by:
determining, by the data processing system, for the first electronic activity, an electronic activity type; and
matching, by the data processing system, the electronic activity type of the first electronic activity to the specified electronic activity type.
3 . The method of claim 1 , wherein determining, for each electronic activity of the set of electronic activities, a plurality of activity field-value pairs identifying one or more participants of the electronic activity and wherein determining that at least one electronic activity of the set of electronic activities identifies the participant of the at least one electronic activity comprises:
parsing, by the data processing system, the electronic activity to identify the participant of the electronic activity; and determining that the participant is an entity of the qualifying entity type.
4 . The method of claim 1 , wherein a field of the node field-value pair of the node profile is one of a plurality of predetermined fields.
5 . The method of claim 3 , wherein parsing the electronic activity to identify the participant of the electronic activity comprises determining, by the data processing system, a value of a header field for the electronic activity, the header field corresponding to at least one of a contact identifier or a name, wherein the electronic activity is an email.
6 . The method of claim 1 , further comprising storing, by the data processing system, in one or more data structures, an association between the goal data object, the status of the goal data object and an identifier of a second node profile of the first person.
7 . A data processing system, comprising:
one or more processors configured by machine-readable instructions to:
maintain a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
access data of a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
access, from one or more servers of a customer relationship management (CRM) system, a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of the plurality of data source providers;
generate a plurality of local record objects corresponding to the plurality of CRM record objects, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in the plurality of local record objects used by the data processing system for matching electronic activities to the plurality of local record objects, each local record object used to update a corresponding CRM record object maintained on the one or more servers of the CRM system;
generate, for a first person identified in a first object field-value pair of a first set of local opportunity record objects of the plurality of local record objects, a goal data object corresponding to a first local opportunity record object of the first set of local opportunity record objects based on data included in one or more second object field-value pairs of the first local opportunity record object, each second object field-value pair of the one or more second object field-value pairs identifying a person and a respective role of the person in a process of the first local opportunity record object, each local opportunity record object comprising a stage field-value pair indicating a stage of a process corresponding to the local opportunity record object, the goal data object generated for the first person having a status configured to change from a first, incomplete status to a second, complete status based on an event policy specifying a qualifying entity type;
identify, from the plurality of electronic activities, a set of electronic activities matched with the first local opportunity record object that identifies the first entity in the first object field-value pair;
determine, from the set of electronic activities matched with the first local opportunity record object, a second entity that is included as a participant of a first electronic activity and that has previously not been included as a participant in the set of electronic activities matched with the first local opportunity record object or that has not been identified by the one or more second object field-value pairs of the first local opportunity record object;
identify, for the second entity, from the plurality of node profiles, a node profile including one or more node field-value pairs identifying at least one of a seniority or department of the second entity;
determine, based on the one or more node field-value pairs of the node profile, that the second entity satisfies the qualifying entity type based on the seniority or the department of the second entity satisfying a predetermined seniority or department value;
update the status of the goal data object generated for the first person from the first status to the second status responsive to determining that the second entity satisfies the qualifying entity type;
update a third object field-value pair of the first local opportunity record object to include a value identifying the second entity responsive to determining that the second entity satisfies the qualifying entity type; and
transmit, to the one or more servers of the CRM system, responsive to updating the third object field-value pair of the first local opportunity record object, instructions to update a CRM record object to which the first local opportunity record object corresponds by including the value identifying the second entity to a corresponding field of the CRM record object.
8 . The system of claim 7 , wherein one or more conditions of the event policy include being a specified electronic activity type, and the data processing system is further configured to:
determine that the first electronic activity of the set of electronic activities satisfies the one or more conditions by:
determining, for the first electronic activity, an electronic activity type; and
matching the electronic activity type of the first electronic activity to the specified electronic activity type.
9 . The system of claim 7 , wherein the data processing system is further configured to determine, for each electronic activity of the set of electronic activities, a plurality of activity field-value pairs identifying one or more participants of the electronic activity and wherein determining that at least one electronic activity of the set of electronic activities identifies the participant of the at least one electronic activity comprises:
parsing the electronic activity to identify the participant of the electronic activity; and
determining that the participant is an entity of the qualifying entity type.
10 . The system of claim 7 , wherein the set of electronic activities include emails.
11 . The system of claim 7 , wherein a field of the node profile is one of a plurality of predetermined fields.
12 . The system of claim 7 , wherein the data processing system is further configured to store, in one or more data structures, an association between the goal data object, the status of the goal data object and an identifier of a second node profile of the first person.
13 . A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors of a data processing system to:
maintain a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
access data of a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
access, from one or more servers of a customer relationship management (CRM) system, a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of the plurality of data source providers;
generate a plurality of local record objects corresponding to the plurality of CRM record objects, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in the plurality of local record objects used by the data processing system for matching electronic activities to the plurality of local record objects, each local record object used to update a corresponding CRM record object maintained on the one or more servers of the CRM system;
generate, for a first person identified in a first object field-value pair of a first set of local opportunity record objects of the plurality of local record objects, a goal data object corresponding to a first local opportunity record object of the first set of local opportunity record objects based on data included in one or more second object field-value pairs of the first local opportunity record object, each second object field-value pair of the one or more second object field-value pairs identifying a person and a respective role of the person in a process of the first local opportunity record object, each local opportunity record object comprising a stage field-value pair indicating a stage of a process corresponding to the local opportunity record object, the goal data object generated for the first person having a status configured to change from a first, incomplete status to a second, complete status based on an event policy specifying a qualifying entity type;
identify, from the plurality of electronic activities, a set of electronic activities matched with the first local opportunity record object that identifies the first entity in the first object field-value pair;
determine, from the set of electronic activities matched with the first local opportunity record object, a second entity that is included as a participant of a first electronic activity and that has previously not been included as a participant in the set of electronic activities matched with the first local opportunity record object or that has not been identified by the one or more second object field-value pairs of the first local opportunity record object;
identify, for the second entity, from the plurality of node profiles, a node profile including one or more node field-value pairs identifying at least one of a seniority or department of the second entity;
determine, based on the one or more node field-value pairs of the node profile, that the second entity satisfies the qualifying entity type based on the seniority or the department of the second entity satisfying a predetermined seniority or department value;
update the status of the goal data object generated for the first person from the first status to the second status responsive to determining that the second entity satisfies the qualifying entity type;
update a third object field-value pair of the first local opportunity record object to include a value identifying the second entity responsive to determining that the second entity satisfies the qualifying entity type; and
transmit, to the one or more servers of the CRM system, responsive to updating the third object field-value pair of the first local opportunity record object, instructions to update a CRM record object to which the first local opportunity record object corresponds by including the value identifying the second entity to a corresponding field of the CRM record object.