Granted Patent B2

US 12,518,248 · App. 17/855,101 · Granted Jan 6, 2026

Inventors: Michael Demmer (San Francisco, CA); Ilan Frank (Los Altos, CA); Matthew Wahl (San Francisco, CA); Andrew S. Morrison (Brooklyn, NY); Christopher Sullivan (Wellesley, MA); Colin Gibbs (San Francisco, CA); Jonathan Russell (Brooklyn, NY); Youny Jing Kuang (Long Beach, CA)

Assignee: Salesforce, Inc.

G06Q10/103G06F3/14

Abstract

Claims (95)

1 . A method, implemented at least in part by one or more computing devices of a communication platform, the method comprising:

receiving, from a first account of a first workspace associated with a first organization, a request to create a shared workspace between the first organization and a second organization associated with a second workspace that is different than the first workspace, wherein:

the first workspace, having first workspace characteristics determined with a first workspace management component associated with the first workspace, comprises a first set of functions and a first plurality of channels;

the second workspace, having second workspace characteristics determined with a second workspace management component associated with the second workspace, comprises a second set of functions and a second plurality of channels;

the shared workspace comprises a third plurality of channels, wherein the third plurality of channels comprises a plurality of shared channels;

the first set of functions comprises controls associated with the first organization and configured to manage the first workspace;

the second set of functions comprises controls associated with the second organization and configured to manage the second workspace;

the first workspace and the second workspace similarly facilitate individualized communications within respective organizations;

individual channels of the first, second, and third pluralities of channels each, based at least in part on channel characteristics associated with each individual channel and determined with a workspace management component associated with the respective workspace, facilitate communication via a data feed similarly to other channels of the respective plurality of channels; and

based at least in part on the request to create the shared workspace, generating the shared workspace, wherein the shared workspace is accessible to one or more first users associated with the first workspace and one or more second users associated with the second workspace and the shared workspace is generated with shared workspace characteristics based at least in part on the first workspace characteristics and the second workspace characteristics;

assigning a set of permissions to interact with the shared workspace to the one or more first users and the one or more second users based at least in part on the one or more first users and the one or more second users being associated with the shared workspace, wherein the set of permissions indicate shared control of the shared workspace by at least one of the one or more first users and at least one of the one or more second users;

receiving, from the first account or a second account of the second organization, an indication to create a channel in the shared workspace; and

generating the channel in the shared workspace, wherein the channel in the shared workspace is accessible by the first account and the second account in accordance with the set of permissions.

2 . The method of claim 1 , further comprising:

receiving, from at least one of the first account or the second account, an indication to associate a third account with the shared workspace; and

based at least in part on receiving the indication, associating the third account with the shared workspace.

3 . The method of claim 2 , wherein the third account is associated with at least one of:

the first workspace;

the second workspace;

a third workspace different than the first workspace and the second workspace; or

a guest channel.

4 . The method of claim 2 , further comprising:

receiving, from at least one of the first account or the second account, an indication to remove the third account from the shared workspace; and

removing the third account from the shared workspace.

5 . The method of claim 1 , wherein the shared workspace is associated with a set of functions, comprising controls associated with at least one of:

a retention policy;

channel creation permissions;

channel sharing permissions;

channel membership permissions; or

content permissions.

6 . The method of claim 1 , wherein the channel in the shared workspace includes geographic residency data.

7 . The method of claim 1 , wherein the first workspace includes a second channel and the second workspace includes a third channel, wherein the generating the shared workspace includes copying at least a portion of data associated with the second channel and a portion of data associated with the third channel to the shared workspace.

8 . The method of claim 7 , wherein copying at least a portion of the data associated with the second channel and a portion of the data associated with the third channel to the shared workspace includes:

determining first set of permissions associated with the second channel; and

determining a second set of permissions associated with the third channel;

wherein copying at least a portion of the data associated with the second channel and a portion of the data associated with the third channel includes assigning one of the first set of permissions or the second set of permissions to the shared workspace.

9 . The method of claim 2 , wherein the third account is associated with a third workspace different than the first workspace and the second workspace, the third workspace comprising a second channel, the method further comprising:

receiving, from the third account, an indication to share the second channel to the shared workspace,

wherein sharing the second channel to the shared workspace includes copying at least a portion of data associated with the second channel to the shared workspace such that the portion of the data associated with the second channel is accessible by at least one of the first account, the second account, or the third account.

10 . The method of claim 1 , further comprising:

displaying, via at least one user device associated with the first account, a graphical user interface comprising a first portion of content from the first workspace and a second portion of content from the shared workspace at a same time.

11 . One or more non-transitory computer-readable media comprising instructions that, when executed by one or more processors, cause the one or more processors to perform operations comprising:

receiving, from a first account of a first workspace associated with a first organization, a request to create a shared workspace between the first organization and a second organization associated with a second workspace that is different than the first workspace, wherein:

the first workspace, having first workspace characteristics determined with a first workspace management component associated with the first workspace, comprises a first set of functions and a first plurality of channels;

the second workspace, having second workspace characteristics determined with a second workspace management component associated with the second workspace, comprises a second set of functions and a second plurality of channels;

the shared workspace comprises a third plurality of channels, wherein the third plurality of channels comprises a plurality of shared channels;

the first set of functions comprises controls associated with the first organization and configured to manage the first workspace;

the second set of functions comprises controls associated with the second organization and configured to manage the second workspace;

the first workspace and the second workspace similarly facilitate individualized communications within respective organizations;

individual channels of the first, second, and third pluralities of channels each, based at least in part on channel characteristics associated with each individual channel and determined with a workspace management component associated with the respective workspace, facilitate communication via a data feed similarly to other channels of the respective plurality of channels; and

based at least in part on the request to create the shared workspace, generating the shared workspace, wherein the shared workspace is accessible to one or more first users associated with the first workspace and one or more second users associated with the second workspace and the shared workspace is generated with shared workspace characteristics based at least in part on the first workspace characteristics and the second workspace characteristics;

assigning a set of permissions to interact with the shared workspace to the one or more first users and the one or more second users based at least in part on the one or more first users and the one or more second users being associated with the shared workspace, wherein the set of permissions indicate shared control of the shared workspace by at least one of the one or more first users and at least one of the one or more second users;

receiving, from the first account or a second account of the second organization, an indication to create a channel in the shared workspace; and

generating the channel in the shared workspace, wherein the channel is accessible by the first account and the second account in accordance with the set of permissions.

12 . The one or more non-transitory computer-readable media of claim 11 , the operations further comprising:

receiving, from at least one of the first account or the second account, an indication to associate a third account with the shared workspace; and

based at least in part on receiving the indication, associating the third account with the shared workspace.

13 . The one or more non-transitory computer-readable media of claim 12 , wherein the third account is associated with at least one of:

the first workspace;

the second workspace;

a third workspace different than the first workspace and the second workspace; or

a guest channel.

14 . The one or more non-transitory computer-readable media of claim 12 , the operations further comprising:

receiving, from at least one of the first account or the second account, an indication to remove the third account from the shared workspace; and

removing the third account from the shared workspace.

15 . The one or more non-transitory computer-readable media of claim 11 , wherein the shared workspace is associated with a set of functions, comprising controls associated with at least one of:

a retention policy;

channel creation permissions;

channel sharing permissions;

channel membership permissions; or

content permissions.

16 . A system associated with a communication platform, wherein the system comprises:

one or more processors; and

one or more non-transitory computer-readable media comprising instructions that, when executed by the one or more processors, cause the system to perform operations comprising:

receiving, from a first account of a first workspace associated with a first organization, a request to create a shared workspace between the first organization and a second organization associated with a second workspace that is different than the first workspace, wherein:

the first workspace, having first workspace characteristics determined with a first workspace management component associated with the first workspace, comprises a first set of functions and a first plurality of channels;

the second workspace, having second workspace characteristics determined with a second workspace management component associated with the second workspace, comprises a second set of functions and a second plurality of channels;

the shared workspace comprises a third plurality of channels, wherein the third plurality of channels comprises a plurality of shared channels;

the first set of functions comprises controls associated with the first organization and configured to manage the first workspace;

the second set of functions comprises controls associated with the second organization and configured to manage the second workspace;

the first workspace and the second workspace similarly facilitate individualized communications within respective organizations;

individual channels of the first, second, and third pluralities of channels each, based at least in part on channel characteristics associated with each individual channel and determined with a workspace management component associated with the respective workspace, facilitate communication via a data feed similarly to other channels of the respective plurality of channels; and

based at least in part on the request to create the shared workspace, generating the shared workspace, wherein the shared workspace is similarly accessible to one or more first users associated with the first workspace and one or more second users associated with the second workspace and the shared workspace is generated with shared workspace characteristics based at least in part on the first workspace characteristics and the second workspace characteristics;

assigning a set of permissions to interact with the shared workspace to the one or more first users and the one or more second users based at least in part on the one or more first users and the one or more second users being associated with the shared workspace, wherein the set of permissions indicate shared control of the shared workspace by at least one of the one or more first users and at least one of the one or more second users;

receiving, from the first account or a second account of the second organization, an indication to create a channel in the shared workspace; and

generating the channel in the shared workspace, wherein the channel is accessible by the first account and the second account in accordance with the set of permissions.

17 . The system of claim 16 , wherein the first workspace includes a second channel and the second workspace includes a third channel, wherein the generating the shared workspace includes copying at least a portion of data associated with the second channel and a portion of data associated with the third channel to the shared workspace.

18 . The system of claim 17 , wherein copying at least a portion of the data associated with the second channel and a portion of the data associated with the third channel to the shared workspace includes:

determining first set of permissions associated with the second channel; and

determining a second set of permissions associated with the third channel;

wherein copying at least a portion of the data associated with the second channel and a portion of the data associated with the third channel includes assigning one of the first set of permissions or the second set of permissions to the shared workspace.

19 . The system of claim 16 , further comprising:

displaying, via at least one user device associated with the first account, a graphical user interface comprising a first portion of content from the first workspace and a second portion of content from the shared workspace at a same time.

20 . The method of claim 7 , further comprising:

based at least in part on copying the portions of data to the shared workspace, altering an indicator of at least one of the second channel or the third channel.

Assignments (1)

Continuity (1)

References Cited (36)