Granted Patent B2

US 12,613,625 · App. 18/240,322 · Granted Apr 28, 2026

Inventors: Hyeok Kim (Chicago, IL); Matthew Michael Brehmer (Seattle, WA)

Assignee: Salesforce, Inc.

G06F3/04847G06F3/0482G06F3/0484G06F9/451G06F9/453G06F16/2358G06F16/26G06T11/206G06T11/60H04L51/07G06F2203/04803

Abstract

Claims (84)

1 . A method of retargeting dashboard content as data snapshots for collaboration platforms, comprising:

at a computing device having a display, one or more processors, and memory storing one or more programs configured for execution by the one or more processors:

receiving user selection of a first data element, of a plurality of data elements, from a first data dashboard that is displayed on the computing device, the first data element including a first measure data field and the user selection designating the first data element as a first snapshot component of a first snapshot;

in response to receiving the user selection of the first data element from the first data dashboard, displaying, in a first user interface, a plurality of component properties for the first snapshot component, the plurality of component properties including a plurality of: a number format for the first measure data field, an aggregation type that is applied to data values of the first measure data field, a temporal breakdown of the data values of the first measure data field via a time dimension data field, and a categorical breakdown of the data values of the first measure data field via a dimension data field;

receiving, via the first user interface, user specification of first values for at least a first subset of component properties of the plurality of component properties;

in accordance with receiving the user specification of the first values for at least the first subset of component properties:

updating the first snapshot component according to the first values;

generating a first snapshot that includes the first snapshot component; and

causing the first snapshot to be displayed as a message on a messaging application executed by an electronic device, the messaging application associated with a collaboration platform.

2 . The method of claim 1 , further comprising:

in accordance with receiving the user selection designating the first data element as the first snapshot component:

generating a first component specification corresponding to the first snapshot component, the first component specification including the plurality of component properties; and

populating the first component specification with the first values in accordance with the user specification of the first values for at least the first subset of component properties.

3 . The method of claim 1 , further comprising:

receiving, via the first user interface, user selection of a first dimension data field and a sorting order; and

generating the first snapshot component includes:

generating a bar chart having a plurality of data bars, each of the data bars representing a respective data value of the first measure data field that is broken down by the first dimension data field and having a respective length that represents a portion of the first data element corresponding to the respective data value; and

arranging the data bars in the sorting order according to respective lengths of the data bars.

4 . The method of claim 1 , further comprising:

receiving, via the first user interface, user specification of a temporal data field and a date/time range for filtering the first data element; and

generating the first snapshot component includes filtering the first data element to the date/time range of the temporal data field.

5 . The method of claim 1 , further comprising:

displaying, via the first user interface, a plurality of template icons corresponding to a plurality of templates;

receiving user selection of a first template icon of the plurality of template icons, the first template icon corresponding to a first template of the plurality of templates;

receiving user specification of one or more parameters for the first template; and

generating the first snapshot includes formatting the first snapshot component according to the first template and the one or more parameters.

6 . The method of claim 1 , further comprising:

automatically generating a preview of the first snapshot component in accordance with the user specification of the first values for at least the first subset of component properties; and

displaying the preview of the first snapshot component in the first user interface.

7 . The method of claim 6 , further comprising:

while displaying the preview of the first snapshot component, receiving user input on the preview of the first snapshot component to annotate the first snapshot at a first position of the first snapshot; and

in response to receiving the user input, updating display of the preview to include a shape and/or a color at the first position of the first snapshot component.

8 . The method of claim 1 , further comprising:

after generating the first snapshot component, displaying a visual representation of the first snapshot component in the first data dashboard.

9 . The method of claim 1 , wherein the first data element is one of:

one or more data cells from the first data dashboard;

one or more data values of a data field from the first data dashboard;

one or more data marks of a data visualization from the first data dashboard; or

one or more data visualizations from the first data dashboard.

10 . The method of claim 1 , wherein:

the first snapshot is specified by a plurality of snapshot properties; and

generating the first snapshot includes receiving user specification of second values corresponding to the plurality of snapshot properties, including:

a first date/time until which data in the first snapshot is valid; and

an identification of the collaboration platform to which the first snapshot is to be exported.

11 . The method of claim 1 , wherein:

the first snapshot includes a second snapshot component that is distinct from the first snapshot component; and

the method further comprises after generating the first snapshot component and prior to generating the second snapshot component:

receiving user selection of a second data element, the user selection designating the second data element as the second snapshot component for the first snapshot; and

in accordance with receiving the user selection, generating a second component specification corresponding to the second snapshot component, the second component specification including the plurality of component properties.

12 . The method of claim 11 , wherein receiving the user selection designating the second data element as the second snapshot component includes receiving the user selection of the second data element from the first data dashboard that is displayed on the computing device.

13 . The method of claim 11 , wherein receiving the user selection designating the second data element as the second snapshot component includes receiving user selection of the second data element from a second data dashboard, distinct from the first data dashboard, that is displayed on the computing device.

14 . The method of claim 11 , wherein the first data element is derived from a first data source and the second data element is derived from a second data source that is distinct from the first data source.

15 . The method of claim 1 , further comprising:

prior to causing the first snapshot to be displayed on the electronic device, receiving user selection of a layout type for the first snapshot; and

causing the first snapshot to be displayed on the electronic device includes causing the first snapshot to be displayed on the electronic device with the selected layout type.

16 . The method of claim 15 , wherein the layout type is one of: a single view, a view stack, a carousel layout, a slideshow, a mini-dashboard, or an animation layout.

17 . A computing device, comprising:

a display;

one or more processors; and

memory coupled to the one or more processors, the memory storing one or more programs configured to be executed by the one or more processors, the one or more programs including instructions for:

receiving user selection of a first data element, of a plurality of data elements, from a first data dashboard that is displayed on the computing device, the first data element including a first measure data field and the user selection designating the first data element as a first snapshot component of a first snapshot;

in response to receiving the user selection of the first data element from the first data dashboard, displaying, in a first user interface, a plurality of component properties for the first snapshot component, the plurality of component properties including a plurality of: a number format for the first measure data field, an aggregation type that is applied to data values of the first measure data field, a temporal breakdown of the data values of the first measure data field via a time dimension data field, and a categorical breakdown of the data values of the first measure data field via a dimension data field;

receiving, via the first user interface, user specification of first values for at least a first subset of component properties of the plurality of component properties;

in accordance with receiving the user specification of the first values for at least the first subset of component properties:

updating the first snapshot component according to the first values;

generating a first snapshot that includes the first snapshot component; and

causing the first snapshot to be displayed as a message on a messaging application executed by an electronic device, the messaging application associated with a collaboration platform.

18 . The computing device of claim 17 , wherein the one or more programs further include instructions for:

in accordance with receiving the user selection designating the first data element as the first snapshot component:

generating a first component specification corresponding to the first snapshot component, the first component specification including the plurality of component properties; and

populating the first component specification with the first values in accordance with the user specification of the respective first values for at least the first subset of component properties.

19 . The computing device of claim 17 , wherein the one or more programs further include instructions for:

receiving, via the first user interface, user selection of a dimension data field and a sorting order; and

the instructions for generating the first snapshot component include instructions for:

generating a bar chart having a plurality of data bars, each of the data bars representing a respective data value of the dimension field and having a respective length that represents a portion of the first data element corresponding to the respective data value; and

arranging the data bars in the sorting order according to respective lengths of the data bars.

20 . A non-transitory computer-readable storage medium storing one or more programs, the one or more programs comprising instructions, which when executed by a computing device having a display, one or more processors, and memory, cause the computing device to perform operations comprising:

receiving user selection of a first data element, of a plurality of data elements, from a first data dashboard that is displayed on the computing device, the first data element including a first measure data field and the user selection designating the first data element as a first snapshot component of a first snapshot;

in response to receiving the user selection of the first data element from the first data dashboard, displaying, in a first user interface, a plurality of component properties for the first snapshot component, the plurality of component properties including a plurality of: a number format for the first measure data field, an aggregation type that is applied to data values of the first measure data field, a temporal breakdown of the data values of the first measure data field via a time dimension data field, and a categorical breakdown of the data values of the first measure data field via a dimension data field;

receiving, via the first user interface, user specification of first values for at least a first subset of component properties of the plurality of component properties;

in accordance with receiving the user specification of the first values for at least the first subset of component properties:

updating the first snapshot component according to the first values;

generating a first snapshot that includes the first snapshot component; and

causing the first snapshot to be displayed as a message on a messaging application executed by an electronic device, the messaging application associated with a collaboration platform.

Assignments (1)

Continuity (5)

References Cited (26)