Systems and methods for applying intelligence and prioritization to calendared events

• US 9,973,550 B2
• Filed: 09/11/2014
• Issued: 05/15/2018
• Est. Priority Date: 09/11/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Haskins, Kyle Matthew, Li, Lucy, Patel, Rajan, Ma, Billy, Ong, Alicia, Singh, Rachna, Wang, Lei, Taschek, John Walter
• Primary Examiner(s): Choi, David
• Application Number:
  US14/483,941
• Publication Number:
  US 20150074558A1
• Time in Patent Office: 1,342 Days
• CPC Class Codes: G06F 16/245 Query processing
• CPC Class Codes: G06F 3/04817 using icons graphical or visual programming using iconic symbols G06F8/34
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups
• CPC Class Codes: H04L 65/403 Arrangements for multi-party communication, e.g. for conferences data switching systems for conference H04L12/18; arrangements for connecting several subscribers to a common circuit, i.e. affording conference facilities H04M3/56; television conferencing systems H04N7/15
• CPC Class Codes: H04W 4/02 Services making use of location information
• CPC Class Codes: H04W 4/21 for social networking applications

Abstract

Methods and systems are provided for displaying calendared events on a mobile computing device. The method includes: receiving, by the mobile computing device, a meeting invitation including meeting information and an email address; transmitting the email address to a customer relationship management (CRM) database; receiving, by the mobile computing device, contextual information associated with the email address from the CRM database; and displaying, by the mobile computing device, the meeting information and the contextual information.

Claims

1. A method of displaying calendared events on a mobile computing device, the method comprising:

receiving, by the mobile computing device, a meeting invitation including meeting information and an email address, where the meeting information comprises;

meeting name, meeting location, meeting date, bridge conference telephone number, access code, and invitees;

transmitting the email address for use as an identifying metric to a customer relationship management (CRM) database;

receiving, by the mobile computing device, contextual information associated with the identifying metric from the CRM database, where the contextual information comprises at least one of;

name, title, picture, company affiliation and opportunity;

displaying, by the mobile computing device, the meeting information and an invitee icon associated with an invitee, and in response to a user clicking the invitee icon, displaying the contextual information;

parsing the meeting information to determine a bridge conference telephone number and an access code; and

presenting the user with a connection icon which, when clicked, automatically dials the bridge conference telephone number and enters the access code.

2. The method of claim 1, wherein the CRM database is stored in an on demand, multitenant computing environment.

3. The method of claim 1, wherein transmitting and receiving comprise transmitting and receiving to and from an internet based network.

4. The method of claim 1, further comprising:

retrieving a picture of an invitee to the meeting from an on-line social media site; and

displaying, by the mobile computing device, the picture along with the meeting information and the contextual information.

12. The method of claim 1, wherein the processor is further configured to create an historical reference point establishing a connection between the calendar entry and the associated action, and to associate the action with a subsequent occurrence of the action without accessing the remote data source.

5. A computer processor for implementing a method of prioritizing electronic calendared events on a mobile computing device, the processor configured to perform the steps of:

creating a calendar entry;

retrieving an action from a remote data source and associating the action with the calendar entry by using an email address as an identifying metric for the action, where the calendar entry comprises;

meeting name, meeting location, meeting date, bridge conference telephone number, access code, and invitees;

receiving, by the mobile computing device, contextual information associated with the action, where the contextual information comprises at least one of;

name, title, picture, company affiliation and opportunity;

prioritizing the calendar entry based on the contextual information;

displaying, by the mobile computing device, the calendar entry and an invitee icon associated with an invitee, and in response to a user clicking the invitee icon, displaying the associated action; and

parsing the calendar entry to determine a bridge conference telephone number and an access code; and

presenting a connection icon which, when clicked, automatically dials the bridge conference telephone number and enters the access code.

6. The method of claim 5, wherein the remote data source comprises a customer relationship management (CRM) database.

7. The method of claim 5, wherein the processor is further configured to:

identify a break in a user'"'"'s schedule; and

suggest an activity to be performed by the user during the break.

8. The method of claim 7, wherein the mobile computing device includes a global positioning system (GPS) for determining a geolocation, and the processor is configured to select the suggested the activity from nearby locations based on the geolocation of the mobile computing device.

9. The method of claim 8, wherein the suggested activity is based on prior usage patterns of the user.

10. The method of claim 7, wherein the suggested activity is based on at least one of higher priority or past due tasks.

11. The method of claim 5, wherein the remote data source comprises an on-demand, multi-tenant computing environment.

13. A computer application embodied in a non-transitory medium for operation by a computer processor associated with an on-demand, multi-tenant computing environment, the application configured to implement the steps of:

transmitting, to a mobile computing device, a meeting invitation including meeting information and an email address, where the meeting information comprises;

meeting name, meeting location, meeting date, bridge conference telephone number, access code, and invitees;

receiving, from the mobile computing device, an email address for use as an identifying metric;

retrieving contextual information associated with the identifying metric from a customer relationship management (CRM) database, where the contextual information comprises at least one of;

name, title, picture, company affiliation and opportunity;

transmitting, to the mobile computing device, the contextual information for display by the mobile computing device along with the meeting information; and

displaying, by the mobile computing device, the meeting information and an invitee icon associated with an invitee, and in response to a user clicking the invitee icon, displaying the contextual information;

parsing the meeting information to determine a bridge conference telephone number and an access code; and

presenting the user with a connection icon which, when clicked, automatically dials the bridge conference telephone number and enters the access code.

14. The computer application of claim 13 further configured to suggest an activity to be performed by a user during a break in the user'"'"'s schedule based on prior usage patterns of the user.