Systems and methods for creating custom actions

Patent metadata

Field	Value
Publication number	US-11295067-B2
Application number	US-202117249589-A
Country	US
Kind code	B2
Filing date	Mar 5, 2021
Priority date	Mar 15, 2013
Publication date	Apr 5, 2022
Grant date	Apr 5, 2022

Abstract

Disclosed are methods, apparatus, systems, and computer readable storage media for interacting with one or more data objects in an online social network. A user interface includes a publisher with a custom action. The custom action is defined in accordance with custom action instructions provided by a first entity via an application programming interface (API). Such custom action instructions may declaratively or programmatically define the data object, the interaction to be performed with the data object, and other attributes associated with the custom action. A user may request to interact with the data object via selection of the custom action by a second entity. Information may be submitted through the publisher to interact with the data object to update a database system associated with the data object. A feed item may be presented for inclusion in the information feed based on the update.

First claim

The invention claimed is:

1. A system for creating a list item for sharing when a message is posted in a group, the system comprising:
a database system implemented using a server system, the database system configurable to cause:
obtaining, from a user device, a request to create a flow;
displaying, at the user device and responsive to the request to create the flow, a page including a presentation of a template;
obtaining, from the user device, user input associated with the template, the user input indicating a request to create a list item for sharing when a message is posted in a group;
configuring a first action of the flow for when a message is posted in a group, the first action being configured to have one or more fields to store data identifying a designated group and identifying a social network;
configuring a second action of the flow for creating a list item for sharing, the second action being configured to have one or more fields to store data associated with a designated list item;
obtaining, from the user device, a particular message to be added in the designated group;
adding the particular message in the designated group;
running the flow responsive to adding the particular message in the designated group, the running of the flow including performing the first action and the second action to create the designated list item for sharing in the social network.

2. The system of claim 1 , the database system further configurable to cause:
displaying, at the user device and responsive to running the flow, a status message in a page.

3. The system of claim 1 , the database system further configurable to cause:
displaying, at the user device and responsive to running the flow, a list for sharing in the social network, the list including the designated list item to indicate that the designated list item has been created.

4. The system of claim 1 , wherein at least one of the first action or the second action is configured to cause one or more database records to be created or updated in accordance with user-configurable instructions.

5. The system of claim 4 , wherein the one or more database records includes a customer relationship management (CRM) object, the CRM object including one or more of: a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, a custom object, or a page.

6. The system of claim 1 , wherein at least one of performing the first action or performing the second action includes:
accessing, via an application programming interface (API), content associated with a computing platform external to the social network; and
displaying, at the user device, the content.

7. The system of claim 1 , the database system further configurable to cause:
determining that a user of the user device has permission to configure at least one of the first action or the second action.

8. A method comprising:
obtaining, from a user device, a request to create a flow;
causing display, at the user device and responsive to the request to create the flow, of a page including a presentation of a template;
obtaining, from the user device, user input associated with the template, the user input indicating a request to create a list item for sharing when a message is posted in a group;
configuring a first action of the flow for when a message is posted in a group, the first action being configured to have one or more fields to store data identifying a designated group and identifying a social network;
configuring a second action of the flow for creating a list item for sharing, the second action being configured to have one or more fields to store data associated with a designated list item;
obtaining, from the user device, a particular message to be added in the designated group;
adding the particular message in the designated group;
running the flow responsive to adding the particular message in the designated group, the running of the flow including performing the first action and the second action to create the designated list item for sharing in the social network.

9. The method of claim 8 , further comprising:
causing display, at the user device and responsive to running the flow, of a status message in a page.

10. The method of claim 8 , further comprising:
causing display, at the user device and responsive to running the flow, of a list for sharing in the social network, the list including the designated list item to indicate that the designated list item has been created.

11. The method of claim 8 , wherein at least one of the first action or the second action is configured to cause one or more database records to be created or updated in accordance with user-configurable instructions.

12. The method of claim 11 , wherein the one or more database records includes a customer relationship management (CRM) object, the CRM object including one or more of: a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, a custom object, or a page.

13. The method of claim 8 , wherein at least one of performing the first action or performing the second action includes:
accessing, via an application programming interface (API), content associated with a computing platform external to the social network; and
causing display, at the user device, of the content.

14. The method of claim 8 , further comprising:
determining that a user of the user device has permission to configure at least one of the first action or the second action.

15. A computer program product comprising 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:
obtaining, from a user device, a request to create a flow;
displaying, at the user device and responsive to the request to create the flow, a page including a presentation of a template;
obtaining, from the user device, user input associated with the template, the user input indicating a request to create a list item for sharing when a message is posted in a group;
configuring a first action of the flow for when a message is posted in a group, the first action being configured to have one or more fields to store data identifying a designated group and identifying a social network;
configuring a second action of the flow for creating a list item for sharing, the second action being configured to have one or more fields to store data associated with a designated list item;
obtaining, from the user device, a particular message to be added in the designated group;
adding the particular message in the designated group;
running the flow responsive to adding the particular message in the designated group, the running of the flow including performing the first action and the second action to create the designated list item for sharing in the social network.

16. The computer program product of claim 15 , the instructions further configurable to cause:
displaying, at the user device and responsive to running the flow, a status message in a page.

17. The computer program product of claim 15 , the instructions further configurable to cause:
displaying, at the user device and responsive to running the flow, a list for sharing in the social network, the list including the designated list item to indicate that the designated list item has been created.

18. The computer program product of claim 15 , wherein at least one of the first action or the second action is configured to cause one

Assignees

• Salesforce Com Inc

Inventors

• Beechuk Scott D
• Tamm Steven
• Kjellberg Orjan N
• Krishnan Arvind
• Snyder Benjamin
• Ball Luke A
• Hale Shannon
• Nguyen Khanh Kim P
• Gradin William
• Mieritz Anna Bonner
• Maples Beril Guvendik
• Johnson Gregg
• Waite Andrew
• Moses Evan Michael
• Peng Weiping
• Perket Scott Peter

Classifications

• G06Q10/40

  Business processes related to social networking or social networking services · CPC title

• G06Q30/01

  Customer relationship services · CPC title

• H04L67/00

  Network arrangements or protocols for supporting network services or applications (user-to-user messaging H04L51/00; network arrangements, protocols or services for supporting real-time applications in data packet communications networks H04L65/00) · CPC title

• H04L67/535

  Tracking the activity of the user (network monitoring arrangements H04L43/00; recording of computer activity G06F11/34) · CPC title

• H04W4/21

  for social networking applications · CPC title