CAPTURING INFORMATION REGARDING AN INTERACTION TO A DATABASE

• US 20140304596A1
• Filed: 04/02/2014
• Published: 10/09/2014
• Est. Priority Date: 04/03/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Kashyap, Ashwin, Chandran, Venk, Liu, Irwin, Yoon, Jung Yeon
• Granted Patent: US 9,672,575 B2
• Time in Patent Office: Days
• US Class Current: 715/704
• CPC Class Codes: G06Q 50/01 Social networking

Abstract

Disclosed are methods, apparatus, systems, and computer readable storage media for capturing information regarding an interaction to a database. A client device receives an indication of an interaction with the client device that satisfies a user-defined trigger. A user interface is provided to the client device having input controls capable of receiving one or more information items. The one or more information items include values for a first data field regarding a user-selected expression and a second data field regarding at least one entity associated with the interaction. The one or more information items may generate a custom object that is stored in a database of the on-demand database service. A profile object for the at least one entity may be generated based on an aggregation of the stored one or more items with attributes of the at least one entity.

Claims

1. A computer-implemented method for capturing one or more information items regarding an interaction to a database of an on-demand database service, the method comprising:

receiving, at a client device associated with a user, an indication of an interaction with the client device, wherein the indication of the interaction satisfies a user-defined trigger, the user-defined trigger including at least one of;

a calendar event trigger, a time-based trigger, a media communications trigger, a photo or video capture trigger, a location-based trigger, an audio-based trigger, a Bluetooth-enabled trigger, a near-field communications (NFC) trigger, and an application-based trigger;

providing a user interface to the client device in response to the indication of the interaction satisfying the user-defined trigger, wherein the user interface includes input controls configured to receive information items regarding the interaction;

receiving one or more information items regarding the interaction, wherein the one or more information items include values for a first data field regarding a user-selected expression and a second data field regarding at least one entity associated with the interaction;

storing the one or more information items in a database of the on-demand database service; and

causing one or more profile objects for the at least one entity to be generated based on an aggregation of the stored one or more information items with attributes of the at least one entity.

2. The method of claim 1, further comprising:

publishing the one or more information items to a feed of an online social network.

3. The method of claim 1, further comprising:

sending a notification of the one or more information items to the at least one entity associated with the interaction.

4. The method of claim 1, further comprising:

providing a visual representation of the one or more profile objects in the user interface of the client device.

5. The method of claim 1, further comprising:

retrieving the attributes of the at least one entity from the database of the on-demand database service before causing the one or more profile objects for the at least one entity to be generated.

6. The method of claim 5, wherein the one or more information items include a first interaction data item for the at least one entity with respect to the user, and the retrieved attributes of the at least one entity include a second interaction data item for the at least one entity with respect to the user.

7. The method of claim 1, wherein the user-selected expression is selected from a plurality of predefined icons, the input controls being capable of receiving a user input that selects one of the predefined icons.

8. The method of claim 1, wherein the at least one entity includes a contact, product, or service.

9. The method of claim 8, wherein the contact, product, or service represents a data object stored in a database of the client device, an online social network, or a data repository service.

10. The method of claim 1, wherein the one or more information items include additional data fields, the additional data fields regarding one or more of a location, a time, a date, the user, and a type of interaction with the client device.

11. The method of claim 10, wherein the one or more profile objects include analytics according to one of the first, second, and additional data fields.

12. The method of claim 10, further comprising:

determining a performance metric based on the aggregation of the stored information items with the attributes of the at least one entity, wherein the performance metric includes statistics of the at least one entity according to one of the first, second, and additional data fields.

13. The method of claim 10, wherein receiving the one or more information items regarding the interaction includes:

receiving, from the client device, information for one or both of the second data field and the additional data fields.

14. The method of claim 10, wherein receiving the one or more information items regarding the interaction includes:

receiving, by a user input, information for one or both of the second data field and the additional data fields.

15. A client device associated with a user for capturing one or more information items regarding an interaction to a database of an on-demand database service, the client device comprising:

a display; and

one or more processors configured to execute one or more instructions to;

receive an indication of an interaction with the client device, wherein the indication of the interaction satisfies a user-defined trigger, the user-defined trigger including at least one of;

a calendar event trigger, a time-based trigger, a media communications trigger, a photo or video capture trigger, a location-based trigger, an audio-based trigger, a Bluetooth-enabled trigger, a near-field communications (NFC) trigger, and an application-based trigger;

provide a user interface to the client device in response to the indication of the interaction satisfying the user-defined trigger, wherein the user interface includes input controls configured to receive information items regarding the interaction;

receive one or more information items regarding the interaction, wherein the one or more information items include values for a first data field regarding a user-selected expression and a second data field regarding at least one entity associated with the interaction;

store the one or more information items in a database of the on-demand database service; and

cause one or more profile objects for the at least one entity to be generated based on an aggregation of the stored one or more information items with attributes of the at least one entity.

16. The client device of claim 15, wherein the one or more processors are configured to execute one or more instructions to:

publish the one or more information items to a feed of an online social network.

17. The client device of claim 15, wherein the one or more information items include additional data fields, the additional data fields regarding one or more of a location, a time, a date, the user, and a type of interaction with the client device.

18. The client device of claim 15, wherein the one or more processors are configured to execute one or more instructions to:

determine a performance metric based on the aggregation of the stored information items with the attributes of the at least one entity, wherein the performance metric includes statistics of the at least one entity according to one of the first, second, and additional data fields.

19. A non-transitory computer-readable storage medium storing instructions executable by a client device associated with a user to capture one or more information items regarding an interaction to a database of an on-demand database service, the method comprising:

receiving, at a client device associated with a user, an indication of an interaction with the client device, wherein the indication of the interaction satisfies a user-defined trigger, the user-defined trigger including at least one of;

a calendar event trigger, a time-based trigger, a media communications trigger, a photo or video capture trigger, a location-based trigger, an audio-based trigger, a Bluetooth-enabled trigger, a near-field communications (NFC) trigger, and an application-based trigger;

providing a user interface to the client device in response to the indication of the interaction satisfying the user-defined trigger, wherein the user interface includes input controls configured to receive information items regarding the interaction;

receiving one or more information items regarding the interaction, wherein the one or more information items include values for a first data field regarding a user-selected expression and a second data field regarding at least one entity associated with the interaction;

storing the one or more information items in a database of the on-demand database service; and

causing one or more profile objects for the at least one entity to be generated based on an aggregation of the stored one or more information items with attributes of the at least one entity.

20. The non-transitory computer-readable storage medium of claim 19, the method further comprising:

publishing the one or more information items to a feed of an online social network.