Methods and systems for regulating user engagement

• US 9,792,456 B2
• Filed: 08/19/2016
• Issued: 10/17/2017
• Est. Priority Date: 07/03/2012
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Wisman, Nathan, Hellbusch, Nicholas
• Primary Examiner(s): NGUYEN, PHONG H
• Application Number:
  US15/241,563
• Publication Number:
  US 20160357985A1
• Time in Patent Office: 424 Days
• Field of Search: 707695, 707783
• CPC Class Codes: G06F 16/1873 Versioning file systems, temporal file systems, e.g. file system supporting different historic versions of files
• CPC Class Codes: G06F 21/554 involving event detection and direct action
• CPC Class Codes: G06F 21/6227 where protection concerns the structure of data, e.g. records, types, queries

Abstract

Methods and systems are provided for regulating interaction with respect to an object in a database. One exemplary method involves creating an engagement record associated with the object in the database and in response receiving a request for a database activity with respect to the object from a user, determining whether the user is authorized to initiate the database activity with respect to the object based on a protection status indicated by the engagement record for the object. When the first user is authorized, the database is updated the database to reflect the requested database activity associated with the object and the protection status of the engagement record is updated in response to the database activity. After updating the protection status of the engagement record, subsequent database activity with respect to the object initiated by a second user is regulated based on the updated protection status.

Claims

1. A computer implemented method of regulating interaction with respect to an object in a database, the method comprising:

obtaining engagement rules for the object from a configuration record in the database;

determining an initial protection status for the object based on the engagement rules;

creating an engagement record in the database, the engagement record being associated with the object and indicating the initial protection status for the object; and

in response receiving a request for a database activity with respect to the object from a first user;

determining the first user is authorized to initiate the database activity based on the initial protection status; and

when the first user is authorized;

updating the database to reflect the database activity associated with the object;

modifying the initial protection status to indicate a protected state for the first user with respect to the object; and

regulating subsequent database activity with respect to the object initiated by a second user based on the modified protection status.

2. The method of claim 1, wherein updating the protection status of the engagement record comprises updating the engagement record to maintain a date associated with the database activity.

3. The method of claim 1, further comprising:

providing a graphical user interface display associated with the object, the graphical user interface display including a graphical user interface element corresponding to the engagement record; and

in response to manipulation of the graphical user interface element, providing a graphical representation of the protection status in a second graphical user interface display.

4. The method of claim 1, further comprising automatically changing the protection status for the first user with respect to the object from a protected state to an unprotected state after a protection expiration date.

5. The method of claim 4, further comprising providing a notification to the second user indicating a change to the protection status with respect to the object in response to automatically changing the protection status for the first user with respect to the object from the protected state to the unprotected state.

6. The method of claim 1, further comprising:

obtaining engagement rules for the object from a configuration record in the database, the engagement rules providing a duration of protection for a first class of users, the first user belonging to the first class of users; and

determining an expiration for protection of the object for the first user based on the duration of protection, wherein when the second user belongs to the first class of users, regulating the subsequent database activity initiated by the second user comprises preventing the subsequent database activity with respect to the object prior to the expiration.

7. The method of claim 1, wherein updating the database to reflect the database activity associated with the object comprises creating, in the database, a second object associated with the object.

8. A computer implemented method of regulating interaction with respect to an account database object in a database, the method comprising:

in response receiving a request from a first user belonging to a first class of users for a database activity resulting in a communication with a contact associated with the account database object;

determining whether the first user is authorized to initiate the database activity with respect to the account database object based on a protection status for the account database object; and

when the first user is authorized updating the protection status to indicate a protected state for the first user; and

after updating the protection status of the engagement record;

allowing the database activity with respect to the account database object by the first user;

preventing the database activity with respect to the account database object initiated by a second user belonging to the first class of users based on the protected state of the first user with respect to the first class of users;

automatically changing the protection status for the first user to an unprotected state after a protection expiration date; and

automatically generating a notification of the change in protection status provided to the second user belonging to the first class of users.

9. The method of claim 8, the communication comprising an e-mail, wherein the method further comprises instantiating an e-mail database object associated with the account database object in the database in response to the request when the first user is authorized.

10. The method of claim 8, the communication comprising a meeting request, wherein the method further comprises instantiating a meeting database object associated with the account database object in the database in response to the request when the first user is authorized.

11. The method of claim 8, further comprising instantiating an event database object associated with the account database object in the database in response to the request when the first user is authorized.

12. The method of claim 8, the account database object corresponding to an account and the first user comprising a creating account executive for the account, wherein regulating subsequent database activity comprises preventing other account executives from interacting with the account.

13. The method of claim 8, further comprising extending a duration for the protected state of the first user each time the first user interacts with the object.

14. The method of claim 8, further comprising:

automatically generating a message indicating a change in the protection status in a feed associated with the account database object; and

displaying the message to the second user when the second user accesses the feed.

15. The method of claim 8, further comprising:

automatically generating a message indicating a change in the protection status in a feed associated with the account database object; and

pushing the message to the second user when the second user is subscribed to the feed.