Capturing information regarding an interaction to a database

• US 9,672,575 B2
• Filed: 04/02/2014
• Issued: 06/06/2017
• Est. Priority Date: 04/03/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Chandran, Venk, Liu, Irwin, Kashyap, Ashwin, Yoon, Jung Yeon
• Primary Examiner(s): Ell, Matthew
• Application Number:
  US14/243,624
• Publication Number:
  US 20140304596A1
• Time in Patent Office: 1,161 Days
• Field of Search: 715704
• 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 comprising:

processing an indication of an interaction with a client device, the processing comprising determining that the indication of the interaction satisfies a user-defined trigger, the user-defined trigger identified in association with an application event selected by a user, the application event capable of occurring on the client device;

causing, responsive to determining that the indication of the interaction satisfies the user-defined trigger, a user interface on the client device to display or update one or more input controls configured to receive information items regarding the interaction;

processing one or more information items submitted via the one or more input controls, the one or more information items being identifiable in association with the interaction, the one or more information items comprising values for a first data field regarding a user-selected expression and a second data field regarding an entity associated with the interaction;

causing the one or more information items to be identified by one or more information objects in a database; and

causing one or more profile objects associated with the entity to be generated or updated based on an aggregation of the one or more information items with attributes of the entity, wherein the profile objects comprise statistics of the information items with attributes of the entity, and wherein the attributes of the entity comprise previously recorded information items from at least the user or one or more other users corresponding to the entity; and

causing a visual representation of the one or more profile objects to be displayed in the user interface of the client device, wherein the visual representation incorporates the statistics of the information items.

2. The method of claim 1, further comprising:

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

3. The method of claim 1, further comprising:

retrieving the attributes of the entity from the database before causing the one or more profile objects for the entity to be generated.

4. The method of claim 3, wherein the one or more information items include a first interaction data item for the entity with respect to the user, and the retrieved attributes of the entity include a second interaction data item for the entity with respect to the user.

5. 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.

6. The method of claim 1, wherein the entity includes a contact, product, or service.

7. The method of claim 6, 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.

8. 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.

9. The method of claim 8, wherein the one or more profile objects include analytics according to one of the first, second, and additional data fields.

10. The method of claim 8, further comprising:

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

11. The method of claim 8, wherein processing the one or more information items includes:

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

12. The method of claim 8, wherein processing the one or more information items includes:

processing information from a user input for one or both of the second data field and the additional data fields.

13. The method of claim 1, wherein the user-defined trigger includes 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.

14. A client device associated with a user, the client device comprising:

a display; and

one or more processors configurable to;

process an indication of an interaction with a client device, the processing comprising determining that the indication of the interaction satisfies a user-defined trigger, the user-defined trigger identified in association with an application event selected by a user, the application event capable of occurring on the client device;

cause, responsive to determining that the indication of the interaction satisfies the user-defined trigger, a user interface on the client device to display or update one or more input controls configured to receive information items regarding the interaction;

process one or more information items submitted via the one or more input controls, the one or more information items being identifiable in association with the interaction, the one or more information items comprising values for a first data field regarding a user-selected expression and a second data field regarding an entity associated with the interaction;

cause the one or more information items to be identified by one or more information objects in a database; and

cause one or more profile objects associated with the entity to be generated or updated based on an aggregation of the one or more information items with attributes of the entity, wherein the profile objects comprise statistics of the information items with attributes of the entity, and wherein the attributes of the entity comprise previously recorded information items from at least the user or one or more other users corresponding to the entity; and

provide a visual representation of the one or more profile objects in the user interface of the client device, wherein the visual representation incorporates the statistics of the information items.

15. The client device of claim 14, 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.

16. 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 information items with the attributes of the entity, wherein the performance metric includes statistics of the entity according to one of the first, second, and additional data fields.

17. The client device of claim 14, wherein the user-defined trigger includes 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.

18. A non-transitory computer-readable storage medium storing instructions executable by a processor, the instructions configurable to cause:

processing an indication of an interaction with a client device, the processing comprising determining that the indication of the interaction satisfies a user-defined trigger, the user-defined trigger identified in association with an application event selected by a user, the application event capable of occurring on the client device;

displaying or updating, responsive to determining that the indication of the interaction satisfies the user-defined trigger, a user interface on the client device to present one or more input controls configured to receive information items regarding the interaction;

processing one or more information items submitted via the one or more input controls, the one or more information items being identifiable in association with the interaction, the one or more information items comprising values for a first data field regarding a user-selected expression and a second data field regarding an entity associated with the interaction;

identifying the one or more information items using one or more information objects in a database; and

generating or updating one or more profile objects associated with the entity based on an aggregation of the one or more information items with attributes of the entity, wherein the profile objects comprise statistics of the information items with attributes of the entity, and wherein the attributes of the entity comprise previously recorded information items from at least the user or one or more other users corresponding to the entity; and

providing a visual representation of the one or more profile objects in the user interface of the client device, wherein the visual representation incorporates the statistics of the information items.

19. The non-transitory computer-readable storage medium of claim 18, wherein the user-defined trigger includes 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.