Systems and methods for cross domain service component interaction

• US 10,248,297 B2
• Filed: 12/17/2015
• Issued: 04/02/2019
• Est. Priority Date: 07/03/2012
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Beechuk, Scott D., Kjellberg, Orjan N., Krishnan, Arvind
• Primary Examiner(s): Bhargava, Anil K
• Application Number:
  US14/972,954
• Publication Number:
  US 20160103591A1
• Time in Patent Office: 1,202 Days
• CPC Class Codes: G06F 3/048 Interaction techniques based on graphical user interfaces [GUI]
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06Q 30/00 Commerce
• CPC Class Codes: G06Q 30/01 Customer relationship services
• CPC Class Codes: G06Q 30/016 After-sales
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0281 Customer communication at a business location, e.g. providing product or service information, consulting
• CPC Class Codes: G06Q 50/01 Social networking
• CPC Class Codes: H04L 51/52 for supporting social networking services
• CPC Class Codes: H04L 65/403 Arrangements for multi-party communication, e.g. for conferences data switching systems for conference H04L12/18; arrangements for connecting several subscribers to a common circuit, i.e. affording conference facilities H04M3/56; television conferencing systems H04N7/15

Abstract

Disclosed are methods, apparatus, systems, and computer readable storage media for interacting with components across different domains in a single user interface in an online social network. The user interface includes a first component and a second component, where the first component exposes content from a first database system at a first network domain and the second component exposes content from a second database system at a second network domain. A first interaction with the first component is received at a computing device, followed by a reference being provided in the second component, where the reference includes information related to the first interaction. A second interaction with the second component regarding the reference can be received at the computing device. Interactions between the components hosted on different database systems can occur through an application programming interface (API).

Claims

1. A system comprising:

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

displaying a user interface at a display of a user device, the user interface comprising a first component and a second component, the first component exposing content from a first network domain, the second component exposing content from a second network domain different from the first network domain, the first component comprising a plurality of graphical indicators, each graphical indicator identifying a respective person and being associated with contact information of the respective person, the second component comprising an activity stream of an enterprise social networking system associated with the database system, the activity stream being associated with at least one of a plurality of customer relationship management (CRM) records stored in a database, the activity stream comprising updates associated with the CRM records, the second component further comprising a publisher configured to receive and share data in the activity stream in response to user input;

identifying or receiving an identification of a cursor as being in proximity to a first one of the graphical indicators, the first graphical indicator configured to communicate with the publisher;

displaying in the user interface, responsive to identifying or receiving the identification of the cursor as being in proximity to the first graphical indicator, a plurality of user-selectable actions associated with a first person identified by the first graphical indicator;

processing a selection of a first one of the user-selectable actions, the selected first action being associated with a task;

sharing, responsive to processing the selection, a first update in the activity stream, the first update identifying the selected first action;

generating or updating a first one of the CRM records associated with the first person, the generating or updating of the first CRM record comprising writing CRM data to at least a portion of a plurality of fields of the first CRM record to identify at least the selected first action, the fields of the first CRM record defining one of a plurality of types of CRM records; and

displaying in the user interface, based on the generated or updated first CRM record, at least one action item indicating the selected first action.

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

identifying a data object stored in the database system and associated with a first identifier;

retrieving the data object associated with the first identifier; and

identifying a second identifier.

3. The system of claim 1, wherein the user-selectable actions comprise a request to follow the first person, a request to send a message to the first person, and a request for a meeting with the first person.

4. The system of claim 2, wherein retrieving the data object associated with the first identifier comprises rendering the data object into an attachment file associated with a reference provided in the second component.

5. The system of claim 2, the database system further configurable to cause:

sending a network transmission to one or more entities, the transmission identifying the data object with the second identifier.

6. The system of claim 1, wherein a field of the publisher is configured to be populated without refreshing the user interface.

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

storing or updating the first update shared in the activity stream.

8. The system of claim 1, wherein the graphical indicators identify business cards.

9. A method comprising:

causing display of a user interface at a display of a user device, the user interface comprising a first component and a second component, the first component exposing content from a first network domain, the second component exposing content from a second network domain different from the first network domain, the first component comprising a plurality of graphical indicators, each graphical indicator identifying a respective person and being associated with contact information of the respective person, the second component comprising an activity stream of an enterprise social networking system associated with a database system, the activity stream being associated with at least one of a plurality of customer relationship management (CRM) records stored in a database, the activity stream comprising updates associated with the CRM records, the second component further comprising a publisher configured to receive and share data in the activity stream in response to user input;

identifying or receiving an identification of a cursor as being in proximity to a first one of the graphical indicators, the first graphical indicator configured to communicate with the publisher;

causing display in the user interface, responsive to identifying or receiving the identification of the cursor as being in proximity to the first graphical indicator, of a plurality of user-selectable actions associated with a first person identified by the first graphical indicator;

processing a selection of a first one of the user-selectable actions, the selected first action being associated with a task;

causing transmission, responsive to processing the selection, of a first update in the activity stream, the first update identifying the selected first action;

generating or updating a first one of the CRM records associated with the first person, the generating or updating of the first CRM record comprising writing CRM data to at least a portion of a plurality of fields of the first CRM record to identify at least the selected first action, the fields of the first CRM record defining one of a plurality of types of CRM records; and

causing display in the user interface, based on the generated or updated first CRM record, at least one action item indicating the selected first action.

10. The method of claim 9, further comprising:

identifying a data object stored in the database system and associated with a first identifier;

retrieving the data object associated with the first identifier; and

identifying a second identifier.

11. The method of claim 9, wherein the user-selectable actions comprise a request to follow the first person, a request to send a message to the first person, and a request for a meeting with the first person.

12. The method of claim 10, wherein retrieving the data object associated with the first identifier comprises rendering the data object into an attachment file associated with a reference provided in the second component.

13. The method of claim 10, further comprising:

sending a network transmission to one or more entities, the transmission identifying the data object with the second identifier.

14. The method of claim 9, wherein a field of the publisher is configured to be populated without refreshing the user interface.

15. 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 including instructions configurable to cause:

displaying a user interface at a display of a user device, the user interface comprising a first component and a second component, the first component exposing content from a first network domain, the second component exposing content from a second network domain different from the first network domain, the first component comprising a plurality of graphical indicators, each graphical indicator identifying a respective person and being associated with contact information of the respective person, the second component comprising an activity stream of an enterprise social networking system associated with a database system, the activity stream being associated with at least one of a plurality of customer relationship management (CRM) records stored in a database, the activity stream comprising updates associated with the CRM records, the second component further comprising a publisher configured to receive and share data in the activity stream in response to user input;

identifying or receiving an identification of a cursor as being in proximity to a first one of the graphical indicators, the first graphical indicator configured to communicate with the publisher;

displaying in the user interface, responsive to identifying or receiving the identification of the cursor as being in proximity to the first graphical indicator, a plurality of user-selectable actions associated with a first person identified by the first graphical indicator;

processing a selection of a first one of the user-selectable actions, the selected first action being associated with a task;

sharing, responsive to processing the selection, a first update in the activity stream, the first update identifying the selected first action;

generating or updating a first one of the CRM records associated with the first person, the generating or updating of the first CRM record comprising writing CRM data to at least a portion of a plurality of fields of the first CRM record to identify at least the selected first action, the fields of the first CRM record defining one of a plurality of types of CRM records; and

displaying in the user interface, based on the generated or updated first CRM record, at least one action item indicating the selected first action.

16. The computer program product of claim 15, the instructions further configurable to cause:

identifying a data object stored in the database system and associated with a first identifier;

retrieving the data object associated with the first identifier; and

identifying a second identifier.

17. The computer program product of claim 15, wherein the user-selectable actions comprise a request to follow the first person, a request to send a message to the first person, and a request for a meeting with the first person.

18. The computer program product of claim 16, wherein retrieving the data object associated with the first identifier comprises rendering the data object into an attachment file associated with a reference provided in the second component.

19. The computer program product of claim 16, the instructions further configurable to cause:

sending a network transmission to one or more entities, the transmission identifying the data object with the second identifier.

20. The computer program product of claim 15, wherein a field of the publisher is configured to be populated without refreshing the user interface.