Displaying content of an enterprise social network feed on a mobile device

• US 10,147,054 B2
• Filed: 07/21/2014
• Issued: 12/04/2018
• Est. Priority Date: 07/26/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Dayon, Alexandre, Mieritz, Anna Bonner, Perket, Scott Peter, Spencer, II, Richard L., Trudeau, Lorne Keith, Villamor, Craig
• Primary Examiner(s): LEWIS, CHERYL RENEA
• Application Number:
  US14/336,988
• Publication Number:
  US 20150032688A1
• Time in Patent Office: 1,597 Days
• CPC Class Codes: G06F 16/951 Indexing; Web crawling techniques
• CPC Class Codes: G06Q 10/00 Administration; Management

Abstract

Disclosed are methods, systems, and computer program products for displaying content of an enterprise social network feed on a mobile device. In some implementations, a server receives a request to display a parent container feed associated with a parent object in a hierarchical model of objects stored in a database of an on-demand service environment. The server identifies, based a plurality of criteria, a first plurality of information updates associated with a first child object having a child relationship with the parent object. The server also identifies a second plurality of information updates associated with the parent object. The server generates a first set of feed items comprising the first plurality of information updates and a second set of feed items comprising the second plurality of information updates. The server provides for display on a mobile device the first and second sets of feed items in the parent container feed.

Claims

1. A system for displaying content of an enterprise social network feed on a mobile device, the system comprising:

a database system implemented using a server system, the database system configurable to cause;

processing a request from a mobile device to display a parent container feed of an enterprise social networking system, the parent container feed defined at least in part as being linked with a parent customer relationship management (CRM) record stored in a CRM database, the parent CRM record having a parent-child relationship in a hierarchical database model with a plurality of child CRM records stored in the CRM database;

identifying, using the hierarchical database model and the child CRM records, a first plurality of information updates associated with a first one or more of the child CRM records as satisfying a criterion or criteria;

identifying, using the hierarchical database model and the parent CRM record, a second plurality of information updates associated with the parent CRM record;

defining, using a first one or more feed data objects stored in a feed database, a first set of feed items comprising the first plurality of information updates;

defining, using a second one or more feed data objects stored in the feed database, a second set of feed items comprising the second plurality of information updates; and

generating data to be processed to cause display of a presentation of the parent container feed in a user interface on a display of the mobile device, the presentation of the parent container feed identifying the linked parent CRM record and comprising a plurality of graphical cards comprising;

a first graphical card having a collapsed display state partially exposing first content of the first plurality of information updates, the first graphical card being selectable via the user interface to have an expanded display state fully exposing the first content and exposing a plurality of enterprise work-related data items stored in the CRM database in association with the first one or more child CRM records, the enterprise work-related data items being retrievable using the database association between the enterprise work-related data items and the first one or more child CRM records, the enterprise work-related data items identifying at least a customer relationship action to be performed to cause updating of one or more CRM record fields defining a progress state of a first child CRM record, and

a second graphical card having a collapsed display state partially exposing second content of the second plurality of information updates, the second graphical card being selectable via the user interface to have an expanded display state fully exposing the second content.

2. The system of claim 1, wherein an information update identifies one or more of:

a change in a property of the first one or more child CRM records, creation of the first one or more child CRM records, or deletion of the first one or more child CRM records.

3. The system of claim 1, wherein a feed item comprises one or more indicators configured to graphically differentiate the feed item from other feed items in the parent container feed.

4. The system of claim 1, the database system further configurable to cause:

processing a selection of the first graphical card; and

displaying the expanded state of the first graphical card, the expanded state identifying one or more additional information updates not appearing in the collapsed state.

5. The system of claim 1, the database system further configurable to cause:

processing a selection of the second graphical card; and

displaying the expanded state of the second graphical card.

6. The system of claim 1, wherein the first graphical card comprises one or more create commands, the database system further configurable to cause:

processing a request via a create command to create a second child CRM record related to the first one or more child CRM records; and

creating the second child CRM record, the second child CRM record comprising one or more attributes determined based on information in the request to create the second child CRM record.

7. The system of claim 1, wherein the criteria indicate one or more of:

a position, a role, or a personalization setting.

8. The system of claim 1, wherein the criterion identifies a property of the first one or more child CRM records, the criterion being satisfied when an information update indicates a change to the identified property.

9. The system of claim 8, wherein a further criterion identifies a threshold value for changes to the identified property, the further criterion being satisfied when the change to the identified property meets or exceeds the threshold value.

10. The system of claim 1, wherein the criterion identifies a child CRM record type, the criterion being satisfied when an information update indicates an action on a child CRM record having the child CRM record type.

11. The system of claim 1, wherein the criteria indicate one or more of:

a timestamp of an information update, a range of timestamps of information updates, a count of information updates, a type of information updates, an author of an information update, a count of published comments associated with an information update, or a count of shares of an information update.

12. The system of claim 1, wherein the parent container feed comprises one of:

an account container feed, an opportunity container feed, a contact container feed, a lead container feed, a case container feed, a report container feed, a task container feed, an event container feed, a dashboard container feed, or an asset container feed.

13. The system of claim 1, wherein the first one or more child CRM records has a child relationship with only the parent CRM record in the hierarchical database model.

14. The system of claim 1, wherein the first one or more child CRM records has a child relationship with a plurality of parent CRM records in the hierarchical database model.

15. A method for displaying content of an enterprise social network feed on a mobile device, the method comprising:

receiving a request from a mobile device to display a parent container feed of an enterprise social networking system, the parent container feed defined at least in part as being linked with a parent customer relationship management (CRM) record stored in a CRM database, the parent CRM record having a parent-child relationship in a hierarchical database model with a plurality of child CRM records stored in the CRM database;

identifying, using the hierarchical database model and the child CRM records, a first plurality of information updates associated with a first one or more of the child CRM records as satisfying a criterion or criteria;

identifying, using the hierarchical database model and the parent CRM record, a second plurality of information updates associated with the parent CRM record;

defining, using a first one or more feed data objects stored in a feed database, a first set of feed items comprising the first plurality of information updates;

defining, using a second one or more feed data objects stored in the feed database, a second set of feed items comprising the second plurality of information updates; and

causing data to be generated to display a presentation of the parent container feed in a user interface on a display of the mobile device, the presentation of the parent container feed identifying the linked parent CRM record and comprising a plurality of graphical cards comprising;

a first graphical card having a collapsed display state partially exposing first content of the first plurality of information updates, the first graphical card being selectable via the user interface to have an expanded display state fully exposing the first content and exposing a plurality of enterprise work-related data items stored in the CRM database in association with the first one or more child CRM records, the enterprise work-related data items being retrievable using the database association between the enterprise work-related data items and the first one or more child CRM records, the enterprise work-related data items identifying at least a customer relationship action to be performed to cause updating of one or more CRM record fields defining a progress state of a first child CRM record, and

a second graphical card having a collapsed display state partially exposing second content of the second plurality of information updates, the second graphical card being selectable via the user interface to have an expanded display state fully exposing the second content.

16. The method of claim 15, the method further comprising:

receiving a selection of the first graphical card; and

providing for display the expanded state of the first graphical card, the expanded state identifying one or more additional information updates not appearing in the collapsed state.

17. The method of claim 15, the method further comprising:

receiving a selection of the second graphical card; and

providing for display the expanded state of the second graphical card.

18. A computer program product comprising computer-readable program code to be executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configured to cause:

processing a request from a mobile device to display a parent container feed of an enterprise social networking system, the parent container feed defined at least in part as being linked with a parent customer relationship management (CRM) record stored in a CRM database, the parent CRM record having a parent-child relationship in a hierarchical database model with a plurality of child CRM records stored in the CRM database;

identifying, using the hierarchical database model and the child CRM records, a first plurality of information updates associated with a first one or more of the child CRM records as satisfying a criterion or criteria;

identifying, using the hierarchical database model and the parent CRM record, a second plurality of information updates associated with the parent CRM record;

defining, using a first one or more feed data objects stored in a feed database, a first set of feed items comprising the first plurality of information updates;

defining, using a second one or more feed data objects stored in the feed database, a second set of feed items comprising the second plurality of information updates; and

generating data to be processed to cause display of a presentation of the parent container feed in a user interface on a display of the mobile device, the presentation of the parent container feed identifying the linked parent CRM record and comprising a plurality of graphical cards comprising;

a first graphical card having a collapsed display state partially exposing first content of the first plurality of information updates, the first graphical card being selectable via the user interface to have an expanded display state fully exposing the first content and exposing a plurality of enterprise work-related data items stored in the CRM database in association with the first one or more child CRM records, the enterprise work-related data items being retrievable using the database association between the enterprise work-related data items and the first one or more child CRM records, the enterprise work-related data items identifying at least a customer relationship action to be performed to cause updating of one or more CRM record fields defining a progress state of a first child CRM record, and

a second graphical card having a collapsed display state partially exposing second content of the second plurality of information updates, the second graphical card being selectable via the user interface to have an expanded display state fully exposing the second content.

19. The computer program product of claim 18, the program code further comprising instructions configured to cause:

processing a selection of the first graphical card; and

providing for display the expanded state of the first graphical card, the expanded state identifying one or more additional information updates not appearing in the collapsed state.

20. The computer program product of claim 18, the program code further comprising instructions configured to cause:

processing a selection of the second graphical card; and

providing for display the expanded state of the second graphical card.