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    SYSTEMS AND METHODS OF RAPID SALES LOGGING
    21.
    发明申请
    SYSTEMS AND METHODS OF RAPID SALES LOGGING 审中-公开
    快速登录的系统和方法

    公开(公告)号：US20140081702A1

    公开(公告)日：2014-03-20

    申请号：US14016033

    申请日：2013-08-30

    Applicant: salesforce.com, Inc.

    Inventor： Sönke Rohde ,  Craig Villamor ,  Akhilesh Gupta ,  Grant Anderson ,  Jason Schroeder ,  Charlie Issacs ,  John Walter Taschek ,  Steve Gillmor ,  Girish Jashnani

    IPC: G06Q30/02

    CPC classification number: G06Q30/0201 ,  G06Q30/02

    Abstract: The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.

    Abstract translation: 所披露的技术涉及在客户关系管理系统中快速记录销售活动。 它还涉及通过提供在移动环境中巨大可用性的简化数据输入路径来简化销售活动的日志记录。 流线型数据输入路径可以通过三重动作，双动或单动来完成。 特别地，所公开的技术涉及自动识别和选择用户最可能选择的实体。 最有可能选择的实体的识别至少取决于实体的记录的访问重新性，与实体相关联的事件的紧迫性以及实体对用户的地理接近度。 它还涉及自动识别和选择用户最可能执行的销售活动。 最有可能执行的销售活动的识别至少取决于销售工作中的销售活动的位置以及销售工作流程推出以来的时间。

    SYSTEMS AND METHODS FOR WORKFLOW VISUALIZATION IN A MULTI-TENANT MANAGEMENT PLATFORM
    23.
    发明公开
    SYSTEMS AND METHODS FOR WORKFLOW VISUALIZATION IN A MULTI-TENANT MANAGEMENT PLATFORM 审中-公开

    公开(公告)号：US20230245025A1

    公开(公告)日：2023-08-03

    申请号：US17589444

    申请日：2022-01-31

    Applicant: salesforce.com, inc.

    Inventor： Sönke Rohde

    IPC: G06Q10/06

    CPC classification number: G06Q10/0633 ,  G06Q10/063114

    Abstract: Embodiments described herein provide a workflow visualization tracking tool based on text mining on a conversation channel. Specifically, a communication interface receives a plurality of user activity items that are related to a shared work item among the plurality of tenants. A first sequence of status indicators representing a workflow progress of the shared work item over a plurality of time instances may be generated from the plurality of user activity items. A first subset of the plurality of user activity items are determined, which are related to at least one sub-item reflected in the first sequence of status indicators. A second sequence of status indicators representing a second workflow progress of the at least one sub-item over the plurality of time instances may be generated from the first subset of the user activity items. The first sequence of status indicators and the second sequence of status indicators may be presented in a visualization structure via a user interface.

    Custom user interface design based on metrics from another communication channel
    27.
    发明授权
    Custom user interface design based on metrics from another communication channel 有权

    公开(公告)号：US11119793B2

    公开(公告)日：2021-09-14

    申请号：US16393235

    申请日：2019-04-24

    Applicant: salesforce.com, inc.

    Inventor： Owen Winne Schoppe ,  Brian J. Lonsdorf ,  Sönke Rohde

    IPC: G06F3/0481 ,  G06F9/451 ,  H04L29/08 ,  G06Q30/06 ,  G06Q30/02

    Abstract: Techniques are disclosed relating to custom user interface design based on user interaction metrics from another communication channel. In disclosed embodiments, a computing system generates one or more interaction metrics, based on a first set of user input characteristics for user interaction with multiple different user interface formats via a first communication channel. In some embodiments, the first communication channel supports tracking of the first set of user input characteristics and a second communication channel supports tracking of a second, different set of user input characteristics. In some embodiments, the computing system determines, based on the one or more interaction metrics from the first communication channel, a set of design parameters for formatting a user interface to be displayed via the second communication channel.

    LEARNING AFFINITIES THROUGH DESIGN VARIATIONS
    28.
    发明申请
    LEARNING AFFINITIES THROUGH DESIGN VARIATIONS 有权

    公开(公告)号：US20210149961A1

    公开(公告)日：2021-05-20

    申请号：US17096830

    申请日：2020-11-12

    Applicant: salesforce.com, inc.

    Inventor： Brian J. Lonsdorf ,  Jessica Lundin ,  Owen Winne Schoppe ,  Sönke Rohde ,  Alan Ross ,  David James Woodward

    IPC: G06F16/9035 ,  G06F16/9038 ,  G06F16/904

    Abstract: Disclosed herein are system, method, and computer program product embodiments for determining a user-preferred attribute type. An embodiment operates by maintaining user-presented attributes associated with user-presented records, wherein the user-presented attributes comprise one or more user-presented attribute types. After receiving a user-desired attribute of the user-presented attributes, a user-preferred attribute type of the user-presented attribute types is determined based on the user-presented attributes and the user-desired attribute. Thereafter, a new record and associated attribute are to be presented with the new attribute being of the user-preferred type.

    Streamlined data entry paths using individual account context on a mobile device
    29.
    发明授权
    Streamlined data entry paths using individual account context on a mobile device 有权

    公开(公告)号：US10949865B2

    公开(公告)日：2021-03-16

    申请号：US16112164

    申请日：2018-08-24

    Applicant: salesforce.com, inc.

    Inventor： Sönke Rohde ,  Craig Villamor ,  Akhilesh Gupta ,  Grant Anderson ,  Jason Schroeder ,  Charlie Issacs ,  John Walter Taschek ,  Steve Gillmor ,  Girish Jashnani

    IPC: G06Q30/02

    Abstract: The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.

    STREAMLINED DATA ENTRY PATHS USING INDIVIDUAL ACCOUNT CONTEXT ON A MOBILE DEVICE
    30.
    发明申请
    STREAMLINED DATA ENTRY PATHS USING INDIVIDUAL ACCOUNT CONTEXT ON A MOBILE DEVICE 审中-公开

    公开(公告)号：US20180365713A1

    公开(公告)日：2018-12-20

    申请号：US16112164

    申请日：2018-08-24

    Applicant: salesforce.com, inc.

    Inventor： Sönke Rohde ,  Craig Villamor ,  Akhilesh Gupta ,  Grant Anderson ,  Jason Schroeder ,  Charlie Issacs ,  John Walter Taschek ,  Steve Gillmor ,  Girish Jashnani

    IPC: G06Q30/02

    Abstract: The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.

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