Personalized dashboard chart for email subscriptions

Patent metadata

Field	Value
Publication number	US-11658930-B2
Application number	US-202217809498-A
Country	US
Kind code	B2
Filing date	Jun 28, 2022
Priority date	Jan 31, 2020
Publication date	May 23, 2023
Grant date	May 23, 2023

Abstract

A method for managing a user's email subscriptions has been developed. The method provides a user interface (UI) to the user that allows the user to view and select multiple stand-alone components across multiple dashboard displays for an email subscription to an email address. The user's selections are received via the UI. A display of each of the subscribed stand-alone components is rendered periodically based on the user's preference. The rendered displays are combined into a single email message that is sent to the email address upon completion of the rendering of the displays.

First claim

What is claimed is:

1. A method for managing a user's email subscriptions, comprising:
providing a user interface (UI) to the user, where the UI allows the user to view and select multiple components across multiple dashboard displays for an email subscription to an email address;
receiving user's selection, via the UI, to include at least two components from the dashboard displays;
creating a job notification configuration file which contains information parsed from each component that comprises component source, type, dimensions and filters;
saving a snapshot of each dashboard display where a link is stored within each snapshot that includes at least a component link to identify which component should be displayed by each dashboard display; and
combining the at least two selected components into a single email message that is sent to the email address on a predetermined schedule selected by the user.

2. The method of claim 1 , where the multiple components comprise key performance indicators (KPI).

3. The method of claim 1 , where the multiple components comprise widgets.

4. The method of claim 3 , where the widgets comprise charts.

5. The method of claim 3 , where the widgets comprise tables.

6. The method of claim 3 , where the widgets comprise textual messages.

7. The method of claim 1 , where the display is rendered periodically based on a predetermined schedule selected by the user.

8. The method of claim 1 , where the single email message is sent based on the user's preference.

9. The method of claim 1 , where the user creates multiple separate subscriptions to the email address.

10. The method of claim 1 , where the rendering display is a portable document format (PDF) file.

11. An apparatus for managing a user's email subscriptions, comprising:
a processor; and
a memory coupled to the processor, where the memory comprises a computer readable storage media that includes computer program instructions capable of,
providing a user interface (UI) to the user, where the UI allows the user to view and select multiple components across multiple dashboard displays for an email subscription to an email address;
receiving user's selection, via the UI, to include at least two components from the dashboard displays;
creating a job notification configuration file which contains information parsed from each component that comprises component source, type, dimensions and filters;
saving a snapshot of each dashboard display where a link is stored within each snapshot that includes at least a component link to identify which component should be displayed by each dashboard display; and
combining the at least two selected components into a single email message that is sent to the email address on a predetermined schedule selected by the user.

12. The apparatus of claim 11 , where the multiple components comprise key performance indicators (KPI).

13. The apparatus of claim 11 , where the multiple components comprise widgets.

14. The apparatus of claim 13 , where the widgets comprise charts.

15. The apparatus of claim 13 , where the widgets comprise tables.

16. The apparatus of claim 13 , where the widgets comprise textual messages.

17. The apparatus of claim 11 , where the user creates multiple separate subscriptions to the email address.

Assignees

• Salesforce Com Inc

Inventors

• Thom Dylan
• Osawa Ryoji
• Anand Pragya

Classifications

• H04L51/42 Primary

  Mailbox-related aspects, e.g. synchronisation of mailboxes · CPC title

• G06Q10/107 Primary

  Computer-aided management of electronic mailing [e-mailing] · CPC title

• H04L41/5009

  Determining service level performance parameters or violations of service level contracts, e.g. violations of agreed response time or mean time between failures [MTBF] · CPC title

• G06Q10/06393

  Score-carding, benchmarking or key performance indicator [KPI] analysis · CPC title

• H04L51/214

  using selective forwarding · CPC title