Alert feed and subscription management

Patent metadata

Field	Value
Publication number	US-2022012227-A1
Application number	US-202117162433-A
Country	US
Kind code	A1
Filing date	Jan 29, 2021
Priority date	Jul 10, 2020
Publication date	Jan 13, 2022
Grant date	—

Abstract

Described herein are a system, apparatus, device, method, and/or computer program product embodiments and/or combinations and sub-combinations thereof for managing alerts and subscriptions in a cloud collaborative system. In one embodiment, a modification notice identifying a change to a field of a record is obtained, and the change is compared with a criterion specified in a subscription for a user. If the change satisfies the criterion, an alert is generated based on the modification notice. An alert GUI is transmitted to a user device to display alerts for the user. The user may access an expanded view of the record through the alert in the alert GUI. The user may also publish the alert to a chat session involving other users of the cloud collaborative system.

First claim

What is claimed is:

1 . A method, comprising:
receiving, by one or more processors, a first modification notice identifying a change to a first field of a record; comparing, by the one or more processors, the change to the first field with a criterion specified in a first subscription for a user; in response to the change to the first field satisfying the criterion specified in the first subscription, generating, by the one or more processors, a first alert based on the change to the first field; and transmitting, by the one or more processors, an alert graphical user interface (GUI) to a first device operated by the user, wherein the alert GUI is configured to display the first alert in an alert feed comprising a plurality of alerts for the user.

2 . The method of claim 1 , wherein:
the first modification notice comprises a subset of fields of the record including the first field, the first alert comprises the subset of fields extracted from the first modification notice, the subset of fields are visible in the first alert in the alert feed.

3 . The method of claim 2 , wherein first modification notice further comprises a statement with the change, and wherein the statement is visible in the first alert in the alert feed.

4 . The method of claim 2 , further comprising:
receiving, by the one or more processors, a request for an expanded view of the record from the first device, wherein the first modification notice further comprises a link to the expanded view of the record, wherein the first alert further comprises the link to the expanded view of the record extracted from the first modification notice, and wherein the request for the expanded view is triggered by the user invoking the link from within the alert GUI.

5 . The method of claim 2 , further comprising:
receiving, by the one or more processors, a request to publish a message based on the first alert, wherein the request to publish the message is triggered by the user invoking a share feature within the alert GUI.

6 . The method of claim 1 , further comprising:
determining, by the one or more processors, a frequently viewed column in a plurality of reports; and generating, by the one or more processors, a suggested subscription for a second field corresponding to the frequently viewed column, wherein the alert GUI comprises a subscriptions component configured to display the suggested subscription to the user.

7 . The method of claim 1 , further comprising:
receiving, by the one or more processors, a second modification notice identifying a change to a report; comparing, by the one or more processors, the change to the report with a criterion specified in a second subscription for the user; in response to the change to the report satisfying the criterion specified in the second subscription, generating, by the one or more processors, a second alert based on the change to the report for display in the alert feed comprising the plurality of alerts for the user.

8 . The method of claim 1 , further comprising:
storing the alert feed in an alert repository; determining, by the one or more processors, the user is operating a second device; and in response to determining the user is operating the second device:
retrieving the alert feed from the alert repository; and
transmitting the alert GUI and the alert feed to the second device.

9 . A system, comprising:
a memory; and at least one processor coupled to the memory and configured to:
receive a modification notice identifying a change to a first field of a record;
compare the change to the first field with a criterion specified in a subscription for a user;
in response to the change to the first field satisfying the criterion specified in the subscription, generate a first alert based on the change to the first field; and
transmit an alert graphical user interface (GUI) to a device operated by the user, wherein the alert GUI is configured to display the first alert in an alert feed comprising a plurality of alerts for the user.

10 . The system of claim 9 , wherein:
the first modification notice comprises a subset of fields of the record including the first field, the first alert comprises the subset of fields extracted from the first modification notice, the subset of fields are visible in the first alert in the alert feed.

11 . The system of claim 10 , wherein first modification notice further comprises a statement with the change, and wherein the statement is visible in the first alert in the alert feed.

12 . The system of claim 10 , wherein the at least one processor is further configured to:
receive, a request for an expanded view of the record from the device, wherein the first modification notice further comprises a link to the expanded view of the record, wherein the first alert further comprises the link to the expanded view of the record extracted from the first modification notice, and wherein the request for the expanded view is triggered by the user invoking the link from within the alert GUI.

13 . The system of claim 10 , wherein the at least one processor is further configured to:
receive a request to publish a message based on the first alert, wherein the request to publish the message is triggered by the user invoking a share feature within the alert GUI.

14 . The system of claim 9 , wherein the at least one processor is further configured to:
determine a frequently viewed column in a plurality of reports; and generate a suggested subscription for a second field corresponding to the frequently viewed column, wherein the alert GUI comprises a subscriptions component configured to display the suggested subscription.

15 . The system of claim 9 , wherein the at least one processor is further configured to:
receive a second modification notice identifying a change to a report; compare the change to the report with a criterion specified in a second subscription for the user; in response to the change to the report satisfying the criterion specified in the second subscription, generate a second alert based on the change to the report for display in the alert feed comprising the plurality of alerts for the user.

16 . A non-transitory computer readable medium (CRM) having instructions stored thereon that, when executed by at least one computing device, cause the at least one computing device to perform operations comprising:
receiving a modification notice identifying a change to a first field of a record; comparing the change to the first field with a criterion specified in a subscription for a user; in response to the change to the first field satisfying the criterion specified in the subscription, generating an alert based on the change to the first field; and transmitting an alert graphical user interface (GUI) to a device operated by the user, wherein the alert GUI is configured to display the alert in an alert feed comprising a plurality of alerts for the user.

17 . The non-transitory CRM of claim 16 , wherein:
the modification notice comprises a subset of fields of the record including the first field, the alert comprises the subset of fields extracted from the modification notice, and the subset of fields are visible in the alert in the alert feed.

18 . The non-transitory CRM of claim 17 , the operations further comprising:
receiving a request for an expanded view of the record from the device, wherein the modification notice further comprises a link to the expanded view of the record, wherein the alert furt

Assignees

• Salesforce Com Inc

Inventors

• Botwick Nathaniel
• Lee Norris

Classifications

• G06F16/252

  between a Database Management System and a front-end application · CPC title

• G06F16/2358 Primary

  Change logging, detection, and notification (replication G06F16/27) · CPC title

• G06F16/219

  Managing data history or versioning (querying versioned data G06F16/2474; querying temporal data G06F16/2477) · CPC title

• G06F9/542

  Event management; Broadcasting; Multicasting; Notifications · CPC title

• G06F16/9038

  Presentation of query results · CPC title