Facilitating integration of collaborative communication platform and document collaboration tool

• US 10,469,438 B2
• Filed: 02/27/2017
• Issued: 11/05/2019
• Est. Priority Date: 02/27/2017
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Luthra, Tarang
• Primary Examiner(s): Rahman, Sm A
• Application Number:
  US15/443,840
• Publication Number:
  US 20180248835A1
• Time in Patent Office: 981 Days
• Field of Search: 709205
• CPC Class Codes: G06F 16/94 Hypermedia Hyperlinking G06F40/134
• CPC Class Codes: G06F 3/0486 Drag-and-drop
• CPC Class Codes: H04L 12/1822 Conducting the conference, e.g. admission, detection, selection or grouping of participants, correlating users to one or more conference sessions, prioritising transmission
• CPC Class Codes: H04L 51/52 for supporting social networking services

Abstract

Disclosed are some implementations of systems, apparatus, methods and computer program products for integrating a collaborative communication system and a document collaboration system. A document within the document collaboration system may be linked to an object within the collaborative communication system. A user post may be received in association with the object or the document. A first feed configured to be rendered in association with the object is synchronized with a second feed configured to be rendered in association with the document such that both the first feed and the second feed each includes the user post.

Claims

1. A system comprising:

a collaborative communication system implemented using a server system, the collaborative communication system configurable to cause;

processing an indication of user input, the user input pertaining to an object that corresponds to a record stored in a database of the collaborative communication system and identifying a document accessible from a document collaboration system, the document including a file that is independent from the record, the document collaboration system providing a web-based document editing utility that facilitates collaboration on documents;

responsive to processing the indication of the user input, generating and storing a link between the object and the document;

processing a user post submitted by a user in association with the object;

responsive to processing the user post, synchronizing a first feed configured to be rendered by the collaborative communication system in association with the object with a second feed configured to be rendered by the document collaboration system in association with the document according to the link such that both the first feed and the second feed each includes the user post; and

providing the user post for display within the first feed via a display device.

2. The system as recited in claim 1, the collaborative communication system further configurable to cause:

updating the first feed such that the first feed includes the user post; and

updating, via an application programming interface of the document collaboration tool, the second feed.

3. The system as recited in claim 1, the collaborative communication system further configurable to cause:

receiving, via an application programming interface (API) of the collaborative platform, a second user post or link to the second user post that has been submitted via the document collaboration tool in association with the document; and

updating the first feed such that the first feed includes the second user post.

4. The system of claim 1, wherein the input indicates a request to generate a link between the object and the document.

5. The system of claim 1, wherein the user input comprises a drag-and-drop operation, a document identifier, a document name, or a web link.

6. The system of claim 1, wherein the link is a bidirectional link.

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

ascertaining that a value of a field of the record has changed; and

updating the second feed such that the second feed indicates a change in the value of the field of the record.

8. A computer program product comprising computer-readable program code capable of being executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configurable to cause:

processing an indication of user input, the user input pertaining to an object that corresponds to a record stored in a database of a collaborative communication system and identifying a document accessible from a document collaboration system, the document including a file that is independent from the record, the document collaboration system providing a web-based document editing utility that facilitates collaboration on documents;

responsive to processing the indication of the user input, generating and storing a link between the object and the document;

processing a user post submitted by a user in association with the object;

responsive to processing the user post, synchronizing a first feed configured to be rendered by the collaborative communication system in association with the object with a second feed configured to be rendered by the document collaboration system in association with the document according to the link such that both the first feed and the second feed each includes the user post; and

providing the user post for display within the first feed via a display device.

9. The computer program product as recited in claim 8, the program code comprising instructions further configured to cause:

updating the first feed such that the first feed includes the user post; and

updating, via an application programming interface of the document collaboration tool, the second feed.

10. The computer program product as recited in claim 8, the program code comprising instructions further configured to cause:

receiving, via an application programming interface (API) of the collaborative platform, a second user post or link to the second user post that has been submitted via the document collaboration tool; and

updating the first user feed such that the first feed includes the second user post.

11. The computer program product as recited in claim 8, wherein the input indicates a request to generate a link between the object and the document.

12. The computer program product as recited in claim 8, wherein the user input comprises a drag-and-drop operation, a document identifier, a document name, or a web link.

13. The computer program product as recited in claim 8, wherein the link is a bidirectional link.

14. The computer program product as recited in claim 8, the program code comprising instructions further configured to cause:

ascertaining that a value of a field of the record has changed; and

updating the second feed such that the second feed indicates a change in the value of the field of the record.

15. A method, comprising:

obtaining an indication of user input, the user input pertaining to an object that corresponds to a record stored in a database of a collaborative communication system and identifying a document accessible from a document collaboration system, the document including a file that is independent from the record, the document collaboration system providing a web-based document editing utility that facilitates collaboration on documents;

responsive to the indication of the user input, generating and storing a link between the object and the document;

processing a user post submitted by a user in association with the object;

responsive to processing the user post, synchronizing a first feed configured to be rendered by the collaborative communication system in association with the object with a second feed configured to be rendered by the document collaboration system in association with the document according to the link such that both the first feed and the second feed each includes the user post; and

providing the user post for display within the first feed via a display device.

16. The method as recited in claim 15, wherein synchronizing the first feed displayed in association with the object with the second feed displayed in association with the document comprises:

updating the first user feed such that the first feed includes the user post; and

updating, via an application programming interface of the document collaboration tool, the second feed.

17. The method as recited in claim 15, further comprising:

receiving, via an application programming interface (API) of the collaborative platform, a second user post or link to the second user post that has been submitted via the document collaboration tool in association with the document; and

updating the first feed such that the first feed includes the second user post.

18. The method of claim 15, wherein the input indicates a request to generate a link between the object and the document.

19. The method of claim 15, wherein the user input comprises a drag-and-drop operation, a document identifier, a document name, or a web link.

20. The method of claim 15, further comprising:

ascertaining that a value of a field of the record has changed; and

updating the second feed such that the second feed indicates a change in the value of the field of the record.

21. The method of claim 15, wherein the record comprises a customer relationship management (CRM) record.