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Integrating and managing social networking information in an on-demand database system

  • US 10,489,790 B2
  • Filed: 12/09/2016
  • Issued: 11/26/2019
  • Est. Priority Date: 10/30/2009
  • Status: Active Grant
First Claim
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1. A computer-implemented method of automatically creating new customer records in a database of a customer relationship management (CRM) system implemented using a database system, the method comprising:

  • obtaining an electronic message using a processor and a network interface of a computer;

    automatically performing one or more database searches on the database of the CRM system for any existing customer records associated with a correspondent which sent the message;

    determining, based on the one or more database searches, that the correspondent is not associated with the existing customer records;

    extracting correspondent-identifying information from the message without operator assistance;

    populating a new customer record with the extracted correspondent-identifying information;

    associating the message with the new customer record; and

    storing the new customer record in the database of the CRM system.

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