IP Library › Granted Patent US 12,645,695
Granted Patent B2
US 12,645,695 · App. 18/966,700 · Granted Jun 2, 2026

Facilitating mobile device interaction with an enterprise database system

Inventor: Subrata Ashe (Walnut Creek, CA)
Assignee: Salesforce, Inc.
G06F16/27G06F16/219G06F16/90332G06F16/9535G10L15/22H04L67/02H04L67/10G06F16/24522
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Quick Facts
Patent No.
US 12,645,695
App. No.
18/966,700
Filed
Dec 3, 2024
Granted
Jun 2, 2026
Kind
B2
Examiner
WOO, ISAAC M
Art Unit
2163
USPC
707/770
Abstract

Disclosed are systems, methods, apparatus and computer program products for facilitating voice-based interaction by a mobile device with an enterprise database. In some implementations, a command and a type of enterprise work record are identified in a first one or more voice signals obtained at the mobile device. One or more fields of the identified record type required by the enterprise database to be populated to carry out the identified command is determined. Field data can be identified in a second one or more voice signals obtained at the mobile device. Structured text data comprising the identified command, the identified record type and the identified field data can be sent to a server.

Claims (54)

1 . A system comprising:

a server system comprising memory and one or more processors, the server system configurable to cause:

enabling a user to have a conversation with an automated voice system in order to self-service one or more requests;

authenticating the user in association with an account including performing account auto-linking to automatically link the user to the account, the authentication of the user enabling the user to access data involving one or more records;

obtaining, by a virtual agent associated with the automated voice system, a user voice message;

processing, by the virtual agent, the user voice message to at least identify one or more workflows capable of being used to provide automated support;

identifying, from the user voice message, a request to perform one or more of querying or updating the one or more records;

performing, as one or more support tasks in association with the virtual agent, the one or more of the querying or the updating of the one or more records; and

sending, to a device associated with the user, a response to the request.

2 . The system of claim 1 , the server system further configurable to cause:

enabling separation of one or more of: data, processes, or administrative tasks into logical groupings.

3 . The system of claim 1 , wherein authenticating the user in association with the account includes:

using one or more of voice-based account linking or text-based account linking.

4 . The system of claim 1 , the server system further configurable to cause:

providing an interactive voice response interface to the virtual agent for the querying or the updating of the one or more records.

5 . The system of claim 1 , wherein authenticating the user in association with the account includes:

identifying a user login attribute, and

matching the user login attribute to the one or more records.

6 . The system of claim 1 , wherein the querying or the updating of the one or more records includes one or more of: write to a contact, read an account, read an opportunity, read a case, or read a lead.

7 . A computer program product comprising computer-readable program code capable of being executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configurable to cause:

enabling a user to have a conversation with an automated voice system in order to self-service one or more requests;

authenticating the user in association with an account including performing account auto-linking to automatically link the user to the account, the authentication of the user enabling the user to access data involving one or more records;

obtaining, by a virtual agent associated with the automated voice system, a user voice message;

processing, by the virtual agent, the user voice message to at least identify one or more workflows capable of being used to provide automated support;

identifying, from the user voice message, a request to perform one or more of querying or updating the one or more records;

performing, as one or more support tasks in association with the virtual agent, the one or more of the querying or the updating of the one or more records; and

sending, to a device associated with the user, a response to the request.

8 . The computer program product of claim 7 , the instructions further configurable to cause:

enabling separation of one or more of: data, processes, or administrative tasks into logical groupings.

9 . The computer program product of claim 7 , wherein authenticating the user in association with the account includes:

using one or more of voice-based account linking or text-based account linking.

10 . The computer program product of claim 7 , the instructions further configurable to cause:

providing an interactive voice response interface to the virtual agent for the querying or the updating of the one or more records.

11 . The computer program product of claim 7 , wherein authenticating the user in association with the account includes:

identifying a user login attribute, and

matching the user login attribute to the one or more records.

12 . The computer program product of claim 7 , wherein the querying or the updating of the one or more records includes one or more of: write to a contact, read an account, read an opportunity, read a case, or read a lead.

13 . A computer-implemented method comprising:

enabling a user to have a conversation with an automated voice system in order to self-service one or more requests;

authenticating the user in association with an account including performing account auto-linking to automatically link the user to the account, the authentication of the user enabling the user to access data involving one or more records;

obtaining, by a virtual agent associated with the automated voice system, a user voice message;

processing, by the virtual agent, the user voice message to at least identify one or more workflows capable of being used to provide automated support;

identifying, from the user voice message, a request to perform one or more of querying or updating the one or more records;

performing, as one or more support tasks in association with the virtual agent, the one or more of the querying or the updating of the one or more records; and

sending, to a device associated with the user, a response to the request.

14 . The method of claim 13 , further comprising:

enabling separation of one or more of: data, processes, or administrative tasks into logical groupings.

15 . The method of claim 13 , wherein authenticating the user in association with the account includes:

using one or more of voice-based account linking or text-based account linking.

16 . The method of claim 13 , further comprising:

providing an interactive voice response interface to the virtual agent for the querying or the updating of the one or more records.

17 . The method of claim 13 , wherein authenticating the user in association with the account includes:

identifying a user login attribute, and

matching the user login attribute to the one or more records.

Continuity (4)
Continuation 17821897 · Aug 24, 2022
Continuation 16775024 · Jan 28, 2020
Continuation 15666296 · Aug 1, 2017
Related Publication 20250094444A1 · Mar 20, 2025
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