Creating or updating a social network group based on customer relationship management records in an enterprise social network

Patent metadata

Field	Value
Publication number	US-2015120588-A1
Application number	US-201414515362-A
Country	US
Kind code	A1
Filing date	Oct 15, 2014
Priority date	Oct 30, 2013
Publication date	Apr 30, 2015
Grant date	—

Abstract

Disclosed are systems, methods, and computer program products for creating or updating a social network group based on customer relationship management (CRM) records in an enterprise social network. In some implementations, a server of a database system receives from a client machine a first request to create or update a social network group based on a CRM record. The server identifies one or more users associated with the CRM record and sends information identifying the users to the client machine for display. The server receives a second request in relation to creating or updating the social network group, the second request identifying a user to be included as a member of the social network group. Responsive to the second request, the server creates or updates the social network group to include the user as a member, the social network group being identified as being associated with the CRM record.

First claim

What is claimed is:

1 . A system for creating or updating a social network group based on customer relationship management (CRM) records in an enterprise social network, the system comprising:
database system software stored on a tangible medium for at least one server of a database system in communication with a client machine and configured to host an enterprise social network, the database system software operable to:
receive, from the client machine, a first request to create or update a social network group based on a first CRM record stored as a data object in the database system;
identify one or more users associated with the first CRM record;
send information identifying the one or more users to the client machine for display in a user interface on a display of the client machine;
receive a second request in relation to creating or updating the social network group, the second request identifying at least a first user selected from the one or more users to be included as a member of the social network group; and
responsive to the second request, create or update the social network group to include at least the first user as a member, the social network group being identified by one or more data objects in the database system as being associated with the first CRM record.

2 . The system of claim 1 , the database system software further operable to:
identify one or more CRM records of the database system associated with the first CRM record; send information identifying the one or more associated CRM records to the client machine for display in the user interface; receive a third request to associate with the social network group a second CRM record selected from the identified one or more CRM records; and associate the second CRM record with the social network group such that updates to the second CRM record are published as feed items in a group feed associated with the social network group.

3 . The system of claim 2 , wherein the second CRM record is associated with the first CRM record in a child-parent or a parent-child relationship in a hierarchical data model.

4 . The system of claim 3 , wherein the first CRM record is an account, and the second CRM record is an opportunity, a lead, a case, a contact, or a task associated with the account.

5 . The system of claim 1 , the database system software further operable to:
identify one or more files of the database system associated with the first CRM record; send information identifying the one or more files to the client machine for display in the user interface; receive a third request to associate with the social network group a first file selected from the identified one or more files; and associate the first file with the social network group such that updates to the first file are published as feed items in a group feed associated with the social network group.

6 . The system of claim 5 , wherein the one or more files are attached to feed items of a record feed associated with the first CRM record.

7 . The system of claim 1 , wherein the social network group is associated with a group feed of the enterprise social network such that updates to the first CRM record are published as feed items in the group feed.

8 . The system of claim 1 , wherein the first CRM record is associated with a first topic, and the identified one or more users include users designated as experts regarding the first topic.

9 . The system of claim 1 , wherein the identified one or more users include users following the first CRM record.

10 . The system of claim 1 , wherein the identified one or more users include users having access to the first CRM record.

11 . The system of claim 1 , wherein the identified one or more users include a user who created or has ownership of the first CRM record.

12 . The system of claim 1 , the database system software further operable to:
determine that the user interface of the client machine is displaying the first CRM record.

13 . A computer-implemented method for creating or updating a social network group based on customer relationship management (CRM) records in an enterprise social network, the method comprising:
receiving, at one or more servers of a database system from a client machine, a first request to create or update a social network group based on a first CRM record stored as a data object in the database system; identifying one or more users associated with the first CRM record; sending information identifying the one or more users to the client machine for display in a user interface on a display of the client machine; receiving, at the one or more servers, a second request in relation to creating or updating the social network group, the second request identifying at least a first user selected from the one or more users to be included as a member of the social network group; and responsive to the second request, creating or updating the social network group to include at least the first user as a member, the social network group being identified by one or more data objects in the database system as being associated with the first CRM record.

14 . The method of claim 13 , further comprising:
identifying one or more CRM records of the database system associated with the first CRM record; sending information identifying the one or more associated CRM records to the client machine for display in the user interface; receiving a third request to associate with the social network group a second CRM record selected from the identified one or more CRM records; and associating the second CRM record with the social network group such that updates to the second CRM record are published as feed items in a group feed associated with the social network group.

15 . The method of claim 13 , further comprising:
identifying one or more files of the database system associated with the first CRM record; sending information identifying the one or more files to the client machine for display in the user interface; receiving a third request to associate with the social network group a first file selected from the identified one or more files; and associating the first file with the social network group such that updates to the first file are published as feed items in a group feed associated with the social network group.

16 . The method of claim 13 , wherein the first CRM record is associated with a first topic, and the identified one or more users include users designated as experts regarding the first topic.

17 . A computer program product comprising computer-readable program code to be executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code including instructions configured to cause:
receiving, at one or more servers of a database system from a client machine, a first request to create or update a social network group based on a first CRM record stored as a data object in the database system; identifying one or more users associated with the first CRM record; sending information identifying the one or more users to the client machine for display in a user interface on a display of the client machine; receiving, at the one or more servers, a second request in relation to creating or updating the social network group, the second request identifying at least a first user selected from the one or more users to be included as a member of the social network group; and responsive to the second request, creating or updating the social network group to include at least the first user a

Assignees

• Salesforce Com Inc

Inventors

• Mencke Rasmus

Classifications

• G06Q10/40 Primary

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

• G06F16/9027

  Trees · CPC title

• G06F16/906

  Clustering; Classification · CPC title

• G06F16/288

  Entity relationship models · CPC title

• G06F16/244

  Grouping and aggregation · CPC title