公开(公告)号：US20210149908A1

公开(公告)日：2021-05-20

申请号：US16777662

申请日：2020-01-30

Applicant: salesforce.com, inc.

Inventor： Claire Markham ,  Daniel Walton Venor ,  Sophia Dias ,  Ashwin Nitin Mogral ,  Gagan Puneet Kaur Sandhu ,  Monica Ramachandran ,  Tarren James Anderson ,  Bethany Breisnes ,  Scott Thomas Pelak ,  Willi Watkins ,  Bharathi Muniswamy ,  Kelley A. Bevans

IPC: G06F16/25 ,  G06Q30/00

Abstract: A method and a case management system are described. The case management system enables a user to enter client notes for a client with associated tags and a draft indicator. A first identifier of a first client and a first draft indicator are stored as first field values of a first record of a client note object in a case management datastore. First tags are stored in second field values of a second record. Upon receipt of a search request for client notes that includes search criteria, the first field values are retrieved from the case management datastore based on the search criteria and transmitted to the computing device in response to the search request.

公开(公告)号：US20210150448A1

公开(公告)日：2021-05-20

申请号：US16793358

申请日：2020-02-18

Applicant: salesforce.com, inc.

Inventor： Margaret Elizabeth Gray ,  Daniel Walton Venor ,  Tarren James Anderson ,  Claire Markham ,  Bethany Breisnes ,  Scott Thomas Pelak ,  Willi Watkins ,  Bharathi Muniswamy ,  Kelley A. Bevans ,  Sophia Dias ,  Ashwin Nitin Mogral ,  Gagan Puneet Kaur Sandhu ,  Monica Ramachandran ,  Jaclene Roshan

IPC: G06Q10/06 ,  G06Q30/00 ,  G06Q10/10 ,  G06F16/22

Abstract: A method and a program management system are described. The program management system enables a user to enter data related to the services and programs offered to a client based on a standardized program management data model.

公开(公告)号：US20210150439A1

公开(公告)日：2021-05-20

申请号：US16777715

申请日：2020-01-30

Applicant: salesforce.com, inc.

Inventor： Claire Markham ,  Daniel Walton Venor ,  Sophia Dias ,  Ashwin Nitin Mogral ,  Gagan Puneet Kaur Sandhu ,  Monica Ramachandran ,  Tarren James Anderson ,  Bethany Breisnes ,  Scott Thomas Pelak ,  Willi Watkins ,  Bharathi Muniswamy ,  Kelley A. Bevans

IPC: G06Q10/06 ,  G06F16/23 ,  G06Q10/10 ,  G06Q30/00

Abstract: A method and a case management system are described. The case management system enables the user to generate and update a case plan for a client of an organization. The case plan includes a set of goals and a set of action items for each one of the goals that are defined based on goal templates and action item templates.