Integrating and managing social networking information in an on-demand database system
Some embodiments comprise integrating information from a social network into a multi-tenant database system. A plurality of information from the social network is retrieved, using a processor and a network interface of a server computer in the multi-tenant database system, wherein the plurality of information is associated with a message transmitted using the social network. Metadata related to the transmitted message is generated, using the processor. A conversation object is generated, using the processor, based on the plurality of information associated with the transmitted message and the metadata related to the transmitted message. The conversation object is then stored in an entity in the multi-tenant database system, using the processor of the server computer.
1. A system comprising:
a server system comprising one or more processors, the server system configurable to cause:
obtaining an incoming message from a social channel for messaging using a social media account of an organization;
matching the incoming message from the social channel with one or more of a set of customer relationship management (CRM) records stored in a database, the matching including:
matching an address of a sender and an address of a recipient of the incoming message to an existing mapping to a conversation, and
inserting the incoming message into the conversation using the mapping;
identifying information from the one or more CRM records stored in the database; and
providing, for display, the information from the one or more CRM records in an interactive interface for the social channel.
2. The system of claim 1 , wherein the interactive interface includes a messaging component allowing chat with customers through digital messaging channels.
3. The system of claim 1 , the server system further configurable to cause:
storing and managing one or more messaging interactions in one or more chat channels.
4. The system of claim 1 , the server system further configurable to cause:
logging activity related to a customer in association with the one or more CRM records.
5. The system of claim 1 , wherein the information from the one or more CRM records includes one or more customer profiles.
6. The system of claim 1 , wherein the interactive interface is configured to surface context from previous customer interactions.
7. The system of claim 1 , wherein matching the incoming message from the social channel with the one or more CRM records includes:
populating a field of one or more contacts with the address of the sender of the incoming message.
8. A non-transitory computer-readable medium storing computer program instructions capable of being executed by one or more processors, the instructions configurable to cause:
obtaining an incoming message from a social channel for messaging using a social media account of an organization;
matching the incoming message from the social channel with one or more of a set of customer relationship management (CRM) records stored in a database, the matching including:
matching an address of a sender and an address of a recipient of the incoming message to an existing mapping to a conversation, and
inserting the incoming message into the conversation using the mapping;
identifying information from the one or more CRM records stored in the database; and
providing, for display, the information from the one or more CRM records in an interactive interface for the social channel.
9. The non-transitory computer-readable medium of claim 8 , wherein the interactive interface includes a messaging component allowing chat with customers through digital messaging channels.
10. The non-transitory computer-readable medium of claim 8 , the instructions further configurable to cause:
storing and managing one or more messaging interactions in one or more chat channels.
11. The non-transitory computer-readable medium of claim 8 , the instructions further configurable to cause:
logging activity related to a customer in association with the one or more CRM records.
12. The non-transitory computer-readable medium of claim 8 , wherein the information from the one or more CRM records includes one or more customer profiles.
13. The non-transitory computer-readable medium of claim 8 , wherein the interactive interface is configured to surface context from previous customer interactions.
14. The non-transitory computer-readable medium of claim 8 , wherein matching the incoming message from the social channel with the one or more CRM records includes:
populating a field of one or more contacts with the address of the sender of the incoming message.
15. A computer-implemented method comprising:
obtaining an incoming message from a social channel for messaging using a social media account of an organization;
matching the incoming message from the social channel with one or more of a set of customer relationship management (CRM) records stored in a database, the matching including:
matching an address of a sender and an address of a recipient of the incoming message to an existing mapping to a conversation, and
inserting the incoming message into the conversation using the mapping;
identifying information from the one or more CRM records stored in the database; and
providing, for display, the information from the one or more CRM records in an interactive interface for the social channel.
16. The computer-implemented method of claim 15 , wherein the interactive interface includes a messaging component allowing chat with customers through digital messaging channels.
17. The computer-implemented method of claim 15 , further comprising:
storing and managing one or more messaging interactions in one or more chat channels.
18. The computer-implemented method of claim 15 , further comprising:
logging activity related to a customer in association with the one or more CRM records.
19. The computer-implemented method of claim 15 , wherein the information from the one or more CRM records includes one or more customer profiles.
20. The computer-implemented method of claim 15 , wherein the interactive interface is configured to surface context from previous customer interactions.