公开(公告)号：US20150278718A1

公开(公告)日：2015-10-01

申请号：US14226987

申请日：2014-03-27

Applicant: salesforce.com, inc.

Inventor： Adam Evans ,  Scott Bessler ,  Gary Lerhaupt

IPC: G06Q10/06 ,  G06Q10/10 ,  G06Q30/00 ,  G06F7/36

Abstract: A method and apparatus for communication sharing in a relationship management system is described. The method may include obtaining an electronic communication by a relationship management system and extracting identification data from the electronic communication. Furthermore, the method may include locating a collaborator and a relationship in the extracted identification data, wherein the collaborator and the relationship are participants in a relationship management process. The method may also include determining when the collaborator and the relationship are both members in a communications sharing list that is associated with the relationship management process, and distributing data associated with the electronic communication to collaborator members in the communications sharing list.

Abstract translation: 描述了关系管理系统中的通信共享的方法和装置。 该方法可以包括通过关系管理系统获取电子通信并从电子通信提取识别数据。 此外，该方法可以包括在提取的标识数据中定位协作者和关系，其中协作者和关系是关系管理过程中的参与者。 该方法还可以包括确定协作者和关系何时是与关系管理过程相关联的通信共享列表中的成员，以及将与电子通信相关联的数据分发给通信共享列表中的协作者成员。

公开(公告)号：US09898743B2

公开(公告)日：2018-02-20

申请号：US14050125

申请日：2013-10-09

Applicant: salesforce.com, inc.

Inventor： Scott Bessler ,  Patricio Echague ,  Adam Evans ,  Andrea Hawksley ,  Gary Lerhaupt ,  Jason Li ,  Steve Loughlin ,  Kunal Punera

IPC: G06Q10/00 ,  G06Q30/00 ,  G06Q10/06

CPC classification number: G06Q30/01 ,  G06Q10/0631

Abstract: A method and apparatus for the automatic creation of a relationship management system is described. The method may include receiving a request from a user to create a relationship management system, and receiving specification of one or more electronic communication systems and user access credentials that provide access to each of the corresponding accounts. Furthermore, the method may include obtaining past electronic communications using the received user access credentials and analyzing the past electronic communications to extract contact data. The method may also include creating the relationship management system for the user and adding the contact data as contacts associated with the user in the created relationship management system.

公开(公告)号：US20160291808A1

公开(公告)日：2016-10-06

申请号：US14789728

申请日：2015-07-01

Applicant: salesforce.com, inc.

Inventor： Kedao Wang ,  Adam Evans ,  Jason Li ,  Gary Lerhaupt ,  Catriona Cornett

IPC: G06F3/0482

CPC classification number: G06F16/957 ,  G06Q30/02 ,  G06Q50/01

Abstract: Methods and apparatuses for dynamic presentation of contextually relevant information. Access to an application is provided via a browser. Contextual information corresponding to individual entities is provided. The contextual information is retrieved from at least internal source and at least one external source. The contextual information is dynamically updated in response to input provide to the application to the browser.

Abstract translation: 用于动态呈现相关信息的方法和装置。 通过浏览器访问应用程序。 提供了与各个实体对应的上下文信息。 至少从内部源和至少一个外部源检索上下文信息。 响应于向浏览器向应用程序的输入提供动态地更新上下文信息。

公开(公告)号：US20150379131A1

公开(公告)日：2015-12-31

申请号：US14315823

申请日：2014-06-26

Applicant: salesforce.com, inc.

Inventor： Maxim Gurevich ,  Gary Lerhaupt ,  Kunal Punera

IPC: G06F17/30

Abstract: A method and apparatus for determining connection strength for users of a relationship management system is described. The method may include receiving a request from a first user of a relationship management system user for a connection strength score associated with a relationship management system account. Furthermore, the method may include determining connection strength scores between each of the plurality of contacts in the account and the organization based on communications exchanged between each of the plurality of contacts with users of the relationship management system. The method may also include selecting a subset of contacts from the account based on the determined connection strength scores, and presenting the selected subset of contacts from the account to the first relationship management system user.

Abstract translation: 描述了一种用于确定关系管理系统的用户的连接强度的方法和装置。 该方法可以包括从关系管理系统用户的第一用户接收与关系管理系统帐户相关联的连接强度分数的请求。 此外，该方法可以包括基于在关系管理系统的用户之间与多个联系人中的每一个之间交换的通信来确定帐户中的多个联系人中的每一个和组织之间的连接强度分数。 该方法还可以包括基于所确定的连接强度分数从帐户中选择联系人的子集，以及将所选择的联系人的子集从该帐户呈现给第一关系管理系统用户。