Computer implemented methods and apparatus for responding to actionable text patterns in a feed item

Patent metadata

Field	Value
Publication number	US-10684752-B2
Application number	US-201414251389-A
Country	US
Kind code	B2
Filing date	Apr 11, 2014
Priority date	Apr 12, 2013
Publication date	Jun 16, 2020
Grant date	Jun 16, 2020

Abstract

Disclosed are methods, apparatus, systems, and computer-readable storage media for responding to actionable text patterns in a feed item. In some implementations, a computing device receives textual input for a feed item to be published in an information feed. The computing device identifies in the textual input an actionable text pattern and transmits a portion of the actionable text pattern to a server. The computing device receives, from the server, one or more names of entities. The entities may be object records stored in a database, wherein the names of the entities match the portion of the actionable text pattern transmitted to the server. The computing device receives a selection of a first of the one or more names.

First claim

What is claimed is:

1. A system comprising:
a database system implemented using a server system comprising one or more hardware processors, the database system configurable to cause:
processing textual input for an electronic message capable of being transmitted in one or more data networks, the processing of the textual input comprising:
identifying, in the textual input, a plurality of text patterns as respective actionable elements,
determining, based on a first one or more of the identified text patterns, that a calendar appointment record is to be created or updated in a calendar database, and
determining, based on a second one or more of the identified text patterns, that a customer relationship management (CRM) record is to be created or updated in a CRM database different from the calendar database;

providing to a user device, responsive to determining that the CRM record is to be created or updated, first user interface data capable of being processed to cause display in a first user interface of a plurality of selectable CRM record options;
obtaining from the user device a selection of one of the CRM record options;
creating or updating the CRM record in the CRM database according to the selected CRM record option, at least a portion of a plurality of fields of the created or updated CRM record being automatically populated with the second one or more identified text patterns;
providing to the user device second user interface data capable of being processed to cause display in a second user interface of a graphical presentation of the calendar appointment record comprising a plurality of fields of the calendar appointment record, at least a portion of the fields of the calendar appointment record being automatically populated with:
the first one or more identified text patterns, and
an information identifying the created or updated CRM record, the information being selectable;

creating or updating the calendar appointment record in the calendar database; and
providing to the user device, responsive to obtaining from the user device a selection of the information identifying the created or updated CRM record, third user interface data capable of being processed to cause display in a third user interface of a graphical presentation of the created or updated CRM record providing editing of the created or updated CRM record using the user device.

2. The system of claim 1 , wherein an identified text pattern includes a common prefix followed by one or more characters.

3. The system of claim 2 , wherein identifying the text pattern comprises:
identifying the common prefix of the text pattern.

4. The system of claim 1 , the database system further configurable to cause:
responsive to an instruction to publish a feed item comprising the textual input, publishing the feed item; and
displaying in the published feed item a presentation of the calendar appointment record.

5. The system of claim 1 , wherein the information is in the form of a selectable link, and the created or updated CRM record is one or more of: an account record, an opportunity record, a task record, an activity record, a case record, a group record, an organization record, or a company record.

6. The system of claim 1 , the database system further configurable to cause:
obtaining an indication of a selection of an actionable text pattern; and
displaying one or more attributes of the calendar appointment record on a display of the user device.

7. The system of claim 1 , the database system further configurable to cause:
obtaining an indication of a selection of an actionable text pattern; and
displaying one or more options for actions associated with the calendar appointment record.

8. The system of claim 1 , wherein an identified text pattern is indicated by one or more of: underlining, highlighting, bolding, italicizing, or coloring.

9. The system of claim 1 , wherein an identified text pattern has a hidden state and a visible state triggered when the identified text pattern is selected or hovered over.

10. The system of claim 4 , wherein the feed item is one of: an email, a comment, an information update, or a field.

11. A non-transitory computer-readable medium storing computer-readable program code capable of being executed by one or more processors, the program code comprising instructions configurable to cause:
processing textual input for an electronic message capable of being transmitted in one or more data networks, the processing of the textual input comprising:
identifying, in the textual input, a plurality of text patterns as respective actionable elements,
determining, based on a first one or more of the identified text patterns, that a calendar appointment record is to be created or updated in a calendar database, and
determining, based on a second one or more of the identified text patterns, a customer relationship management (CRM) record is to be created or updated in a CRM database different from the calendar database;

providing to a user device, responsive to determining that the CRM record is to be created or updated, first user interface data capable of being processed to cause display in a first user interface of a plurality of selectable CRM record options;
obtaining from the user device a selection of one of the CRM record options;
creating or updating the CRM record in the CRM database according to the selected CRM record option, at least a portion of a plurality of fields of the created or updated CRM record being automatically populated with the second one or more identified text patterns;
providing to the user device second user interface data capable of being processed to cause display in a second user interface of a graphical presentation of the calendar appointment record comprising a plurality of fields of the calendar appointment record, at least a portion of the fields of the calendar appointment record being automatically populated with:
the first one or more identified text patterns, and
an information identifying the created or updated CRM record, the information being selectable;

creating or updating the calendar appointment record in the calendar database; and
providing to the user device, responsive to obtaining from the user device a selection of the information identifying the created or updated CRM record, third user interface data capable of being processed to cause display in a third user interface of a graphical presentation of the created or updated CRM record providing editing of the created or updated CRM record using the user device.

12. The non-transitory computer-readable medium of claim 11 , the instructions further configurable to cause:
responsive to an instruction to publish a feed item comprising the textual input, publishing the feed item; and
displaying in the published feed item a presentation of the calendar appointment record.

13. The non-transitory computer-readable medium of claim 11 , the instructions further configurable to cause:
obtaining an indication of a selection of an actionable text pattern; and
displaying one or more options for responding to the calendar appointment record.

14. The non-transitory computer-readable medium of claim 11 , wherein an identified text pattern is indicated by one or more of: underlining, highlighting, bolding, italicizing, or coloring.

15. The non-transitory computer-readable medium of claim 11 , wherein the information is in the form of a selectable link, and the created or updated CRM record is one or more of: an account record, an opportunity record, a task record, an activity record, a case r

Assignees

• Salesforce Com Inc

Inventors

• Snyder Benjamin
• Phan Vahn K
• Al-Alami Mustafa O
• Ellis Jason Aaron

Classifications

• G06Q10/1093

  Calendar-based scheduling for persons or groups · CPC title

• H04L51/18 Primary

  Commands or executable codes · CPC title

• G06Q10/109

  Time management, e.g. calendars, reminders, meetings or time accounting · CPC title

• G06F3/04842 Primary

  Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) · CPC title

• G06Q10/1095

  Physics · mapped topic