公开(公告)号：US11875360B2

公开(公告)日：2024-01-16

申请号：US17449241

申请日：2021-09-28

Applicant: Salesforce, Inc.

Inventor： Vijay Karani ,  Jayant Tyagi

IPC: G06Q30/01 ,  H04M3/42 ,  G06F21/62

CPC classification number: G06Q30/01 ,  G06F21/6245 ,  H04M3/4217 ,  H04M3/42068

Abstract: Methods and systems are provided for providing an insights page. When data identifying a party of a call is received, a customer relationship management (CRM) application can be launched at a computing device without any further user input, and records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application can be automatically determined. Some of the records are automatically determined by analyzing CRM information using artificial intelligence technologies. The records can then be ranked in a priority order according to relevance from most relevant to least relevant. The insights page can then be caused to be displayed at a user interface of the computing device without user input with at least some of the records displayed in the priority order as relevant records.

公开(公告)号：US20250086591A1

公开(公告)日：2025-03-13

申请号：US18429113

申请日：2024-01-31

Applicant: Salesforce, Inc.

Inventor： Melissa Chan ,  Jayant Tyagi ,  Thomas Cook ,  Rafael Amsili ,  Horea Porutiu ,  Manju Vijayakumar ,  Esther Wolff ,  Tong Yin ,  Saurabh Sahni ,  Chris Roberson ,  Manuela Caicedo

IPC: G06Q10/10 ,  G06T17/00

Abstract: Techniques for generating a structured data container configured to receive and present data associated with third-party applications are described herein. The structured data container may be shared and embedded within multiple surfaces associated with the communication platform, such as collaborative documents, virtual spaces, channels, etc. In some examples, data presented in association with the structured data container may be updated based at least in part on a triggering event such that data presented in association with the structured data container is accurate and up to date. Additionally, techniques for generating templates with placeholders that can be utilized in a workflow are described herein.

公开(公告)号：US20240095748A1

公开(公告)日：2024-03-21

申请号：US18524607

申请日：2023-11-30

Applicant: Salesforce, Inc.

Inventor： Vijay Karani ,  Jayant Tyagi

IPC: G06Q30/01 ,  G06F21/62 ,  H04M3/42

CPC classification number: G06Q30/01 ,  G06F21/6245 ,  H04M3/42068 ,  H04M3/4217

Abstract: Methods and systems are provided for providing an insights page. When data identifying a party of a call is received, a customer relationship management (CRM) application can be launched at a computing device without any further user input, and records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application can be automatically determined. Some of the records are automatically determined by analyzing CRM information using artificial intelligence technologies. The records can then be ranked in a priority order according to relevance from most relevant to least relevant. The insights page can then be caused to be displayed at a user interface of the computing device without user input with at least some of the records displayed in the priority order as relevant records.