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：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。