CUSTOMER SERVICE & SUPPORT SYSTEMS AND METHODS FOR USE IN AN ON DEMAND DATABASE SERVICE

• US 20100192067A1
• Filed: 01/25/2010
• Published: 07/29/2010
• Est. Priority Date: 01/23/2009
• Status: Abandoned Application

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Casalaina, Marco
• Application Number:
  US12/692,905
• Publication Number:
  US 20100192067A1
• Time in Patent Office: Days
• US Class Current: 715/742
• CPC Class Codes: G06F 16/24573 using data annotations, e.g. user-defined metadata
• CPC Class Codes: G06F 16/254 Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses

Abstract

The present invention generally relates to sharing and accessing data, and more particularly to sharing and accessing data via an on-demand database and/or application service. In various embodiments, methods for practicing techniques of the present invention, systems having elements or components configured to implement techniques of the present invention, devices, and computer-readable storage media storing executable code and/or instructions are disclosed. In one embodiment, Email To Case settings may be established. The settings may be used by an on demand database and/or application service to receive and processing incoming emails. In another embodiment, Portal Super User settings may be established. The settings may be used by an on demand database and/or application service for accessing data owned by a user and owned by other users. In a further embodiment, Case Teams may be established. The Case Teams may be used by an on demand database and/or application service for accessing data owned by a user and owned by other users and for generating notifications to team members. In yet another embodiment, Predefined Case Teams or Case Team Templates may be used to assign Case Teams or propagate changes to team memberships. In a still further embodiment, Holidays Objects may be created. The Holidays Objects may be used by an on demand database and/or application service for determining business hours and performing time-based actions.

Claims

1. A method performed by one or more computer systems associated with an on-demand service for handling emails, the method comprising:

forwarding, from at least one of the one or more computer systems associated with the on-demand service, information configured for displaying one or more user interfaces on a display device, the one or more user interfaces being configured to accept input from users of the one or more user interfaces specifying how the one or more computer systems associated with the on-demand service handle emails;

receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces;

storing, in a storage device associated with the one or more computer systems, the set of Email to Case settings;

receiving an email at least one of the one or more computer systems; and

generating, with one or more processors associated with the one or more computer system, information associated with a Case based on the email and the stored Email to Case settings.

2. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving at least a routing address associated with a email services address.

3. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving an indication to store email headers;

and

wherein generating, with the one or more processors associated with the one or more computer system, the information associated with the Case based on the email and the stored Email to Case settings comprises storing metadata associated with the email.

4. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving information specifying a task to create upon receiving emails;

and

wherein generating, with the one or more processors associated with the one or more computer system, the information associated with the Case based on the email and the stored Email to Case settings comprises creating a task for the Case.

5. The method of claim 4 where further comprising setting, with the one or more processors associated with the one or more computer systems, attributes of the task based on the Email to Case settings.

6. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving an indication whether to notify an owner of the Case of the email;

and

wherein generating, with the one or more processors associated with the one or more computer system, the information associated with the Case based on the email and the stored Email to Case settings comprises generating a notification to the owner of the Case.

7. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving an indication whether to enable HTML content associated with received emails.

8. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving a priority to be assigned to the Case.

9. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving a case origin to be assigned to the Case.

10. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving a case record type to be assigned to the Case.

11. The method of claim 1 where receiving, at least one of the one or more computer systems, a set of Email To Case settings specified via the one or more user interfaces comprises receiving one or more error handling settings.

12. A computer-readable storage medium storing one or more software programs executable by one or more computer systems for handling emails in an on-demand service, the computer-readable storage medium comprising:

code for forwarding information configured for displaying one or more user interfaces on a display device, the one or more user interfaces being configured to accept input from users of the one or more user interfaces specifying how the one or more computer systems associated with the on-demand service handle emails;

code for receiving a set of Email To Case settings specified via the one or more user interfaces;

code for receiving an email; and

code for generating information associated with a Case based on the email and the stored Email to Case settings

13. A method performed by one or more computer systems associated with an on-demand service for handling user permissions, the method comprising:

forwarding, from at least one of the one or more computer systems associated with the on-demand service, information configured for displaying one or more user interfaces on a display device, the one or more user interfaces being configured to accept input from users of the one or more user interfaces specifying how the one or more computer systems associated with the on-demand service handle permissions for a portal;

receiving, at least one of the one or more computer systems, information establishing a portal super user specified via the one or more user interfaces;

storing, in a storage device associated with the one or more computer systems, the information establishing the portal super user;

receiving a request at least one of the one or more computer systems to access a Case; and

generating, with one or more processors associated with the one or more computer system, information associated with the Case based on the stored information establishing the portal super user.

14. The method of claim 13 wherein generating, with the one or more processors associated with the one or more computer system, the information associated with the Case based on the stored information establishing the portal super user comprises generating information associated with a Case owned by a user with a portal super user permission.

15. The method of claim 13 wherein generating, with the one or more processors associated with the one or more computer system, the information associated with the Case based on the stored information establishing the portal super user comprises generating information associated with a Case owned by another user by under a user with a portal super user permission.

16. A computer-readable storage medium storing one or more software programs executable by one or more computer systems for implementing the method recited in claim 13.

17. A method performed by one or more computer systems associated with an on-demand service for handling user permissions, the method comprising:

forwarding, from at least one of the one or more computer systems associated with the on-demand service, information configured for displaying one or more user interfaces on a display device, the one or more user interfaces being configured to accept input from users of the one or more user interfaces specifying how the one or more computer systems associated with the on-demand service handle permissions for Case Teams;

receiving, at least one of the one or more computer systems, a set of Case Teams settings specified via the one or more user interfaces;

storing, in a storage device associated with the one or more computer systems, the set of Case Teams settings; and

generating, with one or more processors associated with the one or more computer system, information associated with a Case based on the stored Case Teams settings.

18. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving information designating one or more users of the one or more computer systems as members of a Case Team.

19. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving information designating one or more queues as members of a Case Team.

20. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving information designating one or more customer portal users as members of a Case Team.

21. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving information designating one or more partner portal users as members of a Case Team.

22. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving information designating one or more contacts associated the Case as members of a Case Team.

23. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving notification settings for a member of a Case Team.

24. The method of claim 23 wherein generating, with the one or more processors associated with the one or more computer system, information associated with the Case based on the stored Case Teams settings comprises generating one or more types of notifications based on the notification settings.

25. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving sharing settings for a member of a Case Team.

26. The method of claim 25 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving visibility settings for a member of a Case Team.

27. The method of claim 17 wherein receiving, at least one of the one or more computer systems, the set of Case Teams settings specified via the one or more user interfaces comprises receiving one or more predefined case teams.

28. The method of claim 27 further comprising modifying, with the one or more processors associated with the one or more computer systems, at least one of the one or more predefined case teams in response to a change to a user associated with the at least one predefined case team.

29. A computer-readable storage medium storing one or more software programs executable by one or more computer systems for implementing the method of claim 17.

30. A method performed by one or more computer systems associated with an on-demand service for handling holidays, the method comprising:

forwarding, from at least one of the one or more computer systems associated with the on-demand service, information configured for displaying one or more user interfaces on a display device, the one or more user interfaces being configured to accept input from users of the one or more user interfaces specifying how the one or more computer systems associated with the on-demand service handle holidays;

receiving, at least one of the one or more computer systems, a set of holiday settings specified via the one or more user interfaces;

storing, in a storage device associated with the one or more computer systems, the set of holiday settings; and

generating, with one or more processors associated with the one or more computer system, information associated with a Case based on the stored holiday settings.

31. The method of claim 30 wherein receiving, at least one of the one or more computer systems, a set of holiday settings specified via the one or more user interfaces comprises receiving information defining a holiday on an individual day.

32. The method of claim 30 wherein receiving, at least one of the one or more computer systems, a set of holiday settings specified via the one or more user interfaces comprises receiving information defining a holiday on an repeating interval.

33. A computer-readable storage medium storing one or more software programs executable by one or more computer systems for implementing the method of claim 30.