Methods and systems for performing email management customizations in a multi-tenant database system
First Claim
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1. A method for processing emails in a multi-tenant database system, the method comprising:
- receiving, at one or more computer systems associated with the multi-tenant database system, a plurality of recommendation rules, each recommendation rule in the plurality of recommendation rules defining;
one or more conditions that need to be met in order to satisfy the recommendation rule, andan action that is suggested to be performed when the one or more conditions are met;
determining, with one or more processors associated with one or more computer systems, that at least one email received at the one or more computer systems satisfies at least one recommendation rule in the plurality of recommendation rules by;
identifying at least one of a sender and one or more recipients of the at least one email; and
matching the at least one of the sender and the one or more recipients of the at least one email with the one or more conditions of the at least one recommendation rule; and
performing, with the one or more processors associated with the one or more computer systems, the action suggested to be performed by the at least one recommendation rule in response to input provided by a user approving the action, the action comprising instantiating at least one predefined workflow indicative of further processing on the at least one email.
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Abstract
An email object is provided in a multi-tenant database system that can be related to multiple people (e.g., contact, lead, user) or any object represented for storage in the multi-tenant database system via sharing relationships. The email object follows a sharing model such that an email inherits the sharing model or attributes of a parent record specified via sharing relationships. In various aspects, a sharing model provides users with a true value of a multi-tenant database system as users are more informed about communications concerning people or other objects represented for storage in the multi-tenant database system.
118 Citations
15 Claims
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1. A method for processing emails in a multi-tenant database system, the method comprising:
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receiving, at one or more computer systems associated with the multi-tenant database system, a plurality of recommendation rules, each recommendation rule in the plurality of recommendation rules defining; one or more conditions that need to be met in order to satisfy the recommendation rule, and an action that is suggested to be performed when the one or more conditions are met; determining, with one or more processors associated with one or more computer systems, that at least one email received at the one or more computer systems satisfies at least one recommendation rule in the plurality of recommendation rules by; identifying at least one of a sender and one or more recipients of the at least one email; and matching the at least one of the sender and the one or more recipients of the at least one email with the one or more conditions of the at least one recommendation rule; and performing, with the one or more processors associated with the one or more computer systems, the action suggested to be performed by the at least one recommendation rule in response to input provided by a user approving the action, the action comprising instantiating at least one predefined workflow indicative of further processing on the at least one email. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A method for processing emails in a multi-tenant database system, the method comprising:
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receiving, at one or more computer systems, a plurality of email customizations, each email customization in the plurality of email customizations defining; one or more triggers that need to be satisfied in order to trigger the email customization, and one or more actions to be performed when the one or more triggers are satisfied; requesting, with one or more processors associated with one or more computer systems, user approval for one or more items associated with the at least one email; determining, with one or more processors associated with one or more computer systems, that at least one email received at the one or more computer systems satisfies at least one email customization in the plurality of email customizations by; identifying at least one of a sender and one or more recipients of the at least one email; and matching the at least one of the sender and the one or more recipients of the at least one email with the at least one email customization in the plurality of email customizations; and performing, with the one or more processors associated with the one or more computer systems, the one or more actions defined by the at least one email customization in response to the user approval, the one or more actions including instantiating at least one predefined workflow indicative of further processing on the at least one email. - View Dependent Claims (10, 11, 12, 13, 14, 15)
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Specification