GEOLOCATION BASED WORK DATA ON A MOBILE DEVICE USING A DATABASE SYSTEM

• US 20150112745A1
• Filed: 10/17/2014
• Published: 04/23/2015
• Est. Priority Date: 10/18/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Wang, Lei, Ma, Billy, Patel, Rajan
• Granted Patent: US 10,423,907 B2
• Time in Patent Office: Days
• US Class Current: 705/7.15
• CPC Class Codes: G06F 16/29 Geographical information databases
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group

Abstract

Disclosed are examples of systems, apparatus, methods and computer program products for displaying work items according to detected user locations, schedules, and other information. For example, a user'"'"'s location may be detected by a user device, and work items may be selected for display on the user device. The user may be affiliated with a business organization and the work items may identify business records of the business organization that have associated addresses nearby the user'"'"'s location and that may be accommodated by the user'"'"'s schedule. Certain priorities can govern which work items are provided. The work items may be organized as cards of an information deck. The user may interact with and share the cards.

Claims

1. A computing system comprising:

one or more processors operable to;

receive first data from a mobile device associated with a user, the first data comprising geolocation data identifying a geographic location of the mobile device, the user affiliated with a business organization;

identify, using a database system storing business records related to business of the organization, one or more of the business records as;

being associated with the user, and having associated contact information identifying an address within a designated range of the geographic location;

generate a work item comprising work data capable of being acted upon by the user to perform work related to the business, the work data identifying the one or more business records; and

send second data to the mobile device, the second data comprising or indicating the work item and configured to be displayed on a display of the mobile device.

2. The computing system of claim 1, wherein identifying the one or more business records as being associated with the user comprises identifying the one or more business records as having one or more user actions to be performed by the user, the work data further identifying the one or more user actions.

3. The computing system of claim 2, wherein identifying the one or more business records as having the one or more user actions comprises identifying one or more of:

a user action assigned to the user within a designated time range, or a count of user actions assigned to the user and meeting or exceeding a threshold.

4. The computing system of claim 1, wherein the first data further comprises mobile device record data identifying one or more device records stored at the mobile device, the device records being associated with:

the user;

one or more of;

a task, a message, a social networking conversation, an e-mail, a travel itinerary, or a contact; and

the one or more business records.

5. The computing system of claim 1, wherein identifying the one or more business records as having the associated contact information comprises:

identifying an upcoming calendar event of the user;

identifying a person or an organization associated with the calendar event; and

identifying a contact having the contact information as being the person or the organization.

6. The computing system of claim 5, wherein identifying the one or more business records as having the associated contact information further comprises:

identifying an account having a parent-child relationship with the contact in a hierarchical data model; and

identifying one or more of a lead or an opportunity having a child-parent relationship with the account in the hierarchical data model, the work data further identifying one or more of;

the account, the lead, or the opportunity.

7. The computing system of claim 1, wherein:

identifying the one or more business records as being associated with the user comprises identifying an account associated with the user; and

identifying the one or more business records as having the associated contact information comprises identifying a contact having a child-parent relationship with the account in a hierarchical data model.

8. The computing system of claim 1, the one or more processors further operable to:

identify a time associated with the first data;

access calendar data indicating calendar events of the user; and

determine that the time is outside of time ranges of the calendar events.

9. The computing system of claim 1, the one or more processors further operable to:

determine a ranking of work items comprising the generated work item according to one or more of;

the geographic location, a deadline of an action to be performed, a status of an action to be performed, an importance of an action to be performed, a geographic proximity of the contact information, an amount of work performed on the business record within a time threshold, a relationship of the user to a contact associated with the business record, or a time associated with the first data,

wherein the second data further comprises or indicates the ranking of work items.

10. The computing system of claim 1, the one or more processors further operable to determine that a schedule of the user has an opening of a duration, wherein:

identifying the one or more business records further comprises identifying the one or more business records as having one or more user actions to be performed by the user in a time less than the duration, the work data further identifying the one or more user actions.

11. The computing system of claim 1, wherein identifying the one or more business records further comprises one or more of:

identifying the one or more business records as having an “

urgent”

status, identifying the one or more business records as having been accessed by the user within a timeframe, identifying one or more user actions as having been worked on within a timeframe, identifying the one or more business records as meeting a user-specified criterion, or identifying one or more user actions as not having been worked on within a timeframe and having an action completion status above a completion threshold.

12. The computing system of claim 1, wherein the second data comprises one or more of:

a route for travel from the geographic location to the address, or a travel time from the geographic location to the address.

13. The computing system of claim 1, the one or more processors further operable to:

identify a sales quota associated with the user; and

determine a user sales quota progress, the second data further comprising or indicating the user sales quota progress.

14. The computing system of claim 1, wherein the business records stored in the database system identify one or more of:

an e-mail, an address book, a social networking communication, a message, a calendar event, a task, a travel itinerary, or a quota.

15. The computing system of claim 1, wherein the business records stored in the database system are Customer Relationship Management (CRM) records comprising one or more of:

an account, a lead, an opportunity, a case, or a contact.

16. A mobile device comprising:

a global positioning system (GPS) sensor configured to receive GPS data;

one or more processors operable to;

process the GPS data to generate geolocation data identifying a geographic location of the mobile device,

send first data to a server, the first data comprising the geolocation data and an identity of a user or of the mobile device, the user or the mobile device affiliated with a business organization, and

receive second data from the server, the second data comprising or indicating a work item comprising work data capable of being acted upon by the user to perform work related to the business, the work data identifying one or more business records associated with the user or the mobile device and having associated contact information identifying an address within a designated range of the geographic location; and

a display capable of displaying a user interface comprising the work item.

17. The mobile device of claim 16, wherein the user interface comprises a work queue comprising an arrangement of the work item and one or more further work items.

18. The mobile device of claim 17, the one or more processors further operable to:

process a selection associated with one of the work items, the selection received via the user interface, and

send a request for information related to the selection to the server.

19. The mobile device of claim 16, further comprising:

a storage medium storing one or more device records associated with;

the user;

one or more of a task, a message, a social networking conversation, an e-mail, a travel itinerary, or a contact; and

the one or more business records.

20. A method comprising:

receiving first data from a mobile device associated with a user, the first data comprising geolocation data identifying a geographic location of the mobile device, the user affiliated with a business organization;

identifying, using a database system storing business records related to business of the organization, one or more of the business records as;

being associated with the user, and having associated contact information identifying an address within a designated range of the geographic location;

generating a work item comprising work data capable of being acted upon by the user to perform work related to the business, the work data identifying the one or more business records; and

sending second data to the mobile device, the second data comprising or indicating the work item and configured to be displayed on a display of the mobile device.

21. The method of claim 20, further comprising:

determining a ranking of work items comprising the generated work item according to one or more of;

the geographic location, a deadline of an action to be performed, a status of an action to be performed, an importance of an action to be performed, a geographic proximity of the contact information, an amount of work performed on the business record within a time threshold, a relationship of the user to a contact associated with the business record, or a time associated with the first data;

the second data further comprising or indicating the ranking of work items.

22. The method of claim 20, wherein identifying the one or more business records further comprises one or more of:

identifying the one or more business records as having an “

urgent”

status, identifying the one or more business records as having been accessed by the user within a timeframe, identifying one or more user actions as having been worked on within a timeframe, identifying the one or more business records as meeting a user-specified criterion, or identifying one or more user actions as not having been worked on within a timeframe and having an action completion status above a completion threshold.

23. 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 configured to cause operations comprising:

receiving first data from a mobile device associated with a user, the first data comprising geolocation data identifying a geographic location of the mobile device, the user affiliated with a business organization;

identifying, using a database system storing business records related to business of the organization, one or more of the business records as;

being associated with the user, and having associated contact information identifying an address within a designated range of the geographic location;

generating a work item comprising work data capable of being acted upon by the user to perform work related to the business, the work data identifying the one or more business records; and

sending second data to the mobile device, the second data comprising or indicating the work item and configured to be displayed on a display of the mobile device.

24. The computer program product of claim 23, the operations further comprise:

determining a ranking of work items comprising the generated work item according to one or more of;

the geographic location, a deadline of an action to be performed, a status of an action to be performed, an importance of an action to be performed, a geographic proximity of the contact information, an amount of work performed on the business record within a time threshold, a relationship of the user to a contact associated with the business record, or a time associated with the first data,

wherein the second data further comprises or indicates the ranking of work items.

25. The computer program product of claim 23, wherein identifying the one or more business records further comprises one or more of:

identifying the one or more business records as having an “

urgent”

status, identifying the one or more business records as having been accessed by the user within a timeframe, identifying one or more user actions as having been worked on within a timeframe, identifying the one or more business records as meeting a user-specified criterion, or identifying one or more user actions as not having been worked on within a timeframe and having an action completion status above a completion threshold.