Salesforce, Inc.

Salesforce Com, Inc.

Aaron M Popelka

William Robert Jennings, Ii

Andrew Short

Pranavkumar Janakbhai Parekh

Vineeth Anand Nair

Kasia Fichtner

Sarah Flamion

Noah Bruce Guyot

Luke A Ball

Jason Day

Narinder Pal Singh

Shengfan He

Pam Walquist

Joshua L Sarver

Ashok Shivarudraiah

Jamin Hall

Alicia Greer

Matthew Westover

Lakshmi Srinivas Parimi

Xiuchai Xu

Penny Tselikis

David Kriebel

Narender Ramasahayam

Sullivan McIntyre

Mitchell Loudenbeck

Pranav Parekh

Praveen Savur

Sumit Garg

Pranavkumar Janakbhair Parekh

Tongyun Shang

Roy Raviv

Techniques described herein are used to support cross-platform data sharing, access, and management between a communication process flow management platform and a communication platform. Specifically, techniques described herein support a communication process flow management platform detecting an event associated with a communication process flow that control electronic communications between a tenant and a set of users. The platform may generate a data object corresponding to the event. The data object may include metadata associated with the event. The platform may transmit, to a communication platform, a request that includes the data object. The request may be configured to cause an entry associated with the event to be posted into the communication platform.

Techniques for cross-platform communication process flow object posting

Techniques described herein are used to support cross platform data sharing, access, and management between a communication process flow management platform and a communication platform. Specifically, techniques described herein support a communication process flow management platform detecting an event associated with a communication process flow that control electronic communications between a tenant and a set of users. The platform may generate a data object corresponding to the event. The data object may include metadata associated with the event. The platform may transmit, to a communication platform, a request that includes the data object. The request may be configured to cause an entry associated with the event to be posted into the communication platform.

Techniques for cross platform communication process flow event posting

Methods, systems, apparatuses, devices, and computer program products are described. A communication platform may receive a first request indicating a first data object comprising metadata associated with an update to an action of a communication process flow. The metadata may indicate that a user with particular permissions is to approve the update. The communication platform may post an entry displaying the metadata and configured to receive an indication of approval of the update from the user. The communication platform may receive an indication of the approval from the user, for example via a user interface component. The communication platform may generate a second data object indicating the action and the user, ensuring that the update was successfully approved, and transmit a second request to a communication process flow management service supporting the communication process flow, the second request including the second object and configured to activate the update.

Techniques for communication process flow approval management

A method that includes receiving a first request for a data object associated with a communication process flow that controls electronic communications between a tenant and a set of users corresponding to the tenant. The first request may include a set of querying parameters and a set of triggering parameters. The method may further include querying, based on the set of querying parameters, a communication process flow management service for data associated with the communication process flow. The method may further include generating, based on the querying, the data object that includes the data associated with the communication process flow. The method may further include transmitting, to a communication platform in accordance with the set of triggering parameters, a second request that comprises the data object. The second request may cause posting of an entry of the data object into a communication channel of the communication platform.

Techniques for cross platform communication process flow metric generation and display

Methods, systems, apparatuses, devices, and computer program products are described. A communication process flow management service that manages a communication process flow may receive an indication of a segment of entities from a second service that manages a data model for multiple entities. Based on an action of the communication process flow, the communication process flow management service may request schema of the data model or additional attribute data associated with the segment from the second service. The communication process flow management service may receive the schema or the additional attribute data and use it to determine a set of communications to be transmitted to one or more entities of the segment. The communication process flow management service may transmit the set of communications in accordance with the communication process flow.

Techniques for communication process flow and data platform integration

A server may execute a communication process flow that controls electronic communications between a tenant of a multitenant system and a set of users corresponding to the tenant. A set of electronic communications that are transmitted to a particular user of the set of users is determined based at least in part on a set of actions defined by the communication process flow. The server may monitor web behavior data associated with the set of users in accordance with a first action of the set of actions, detect that a first user of the set of users satisfies a rule defined by the first action based at least in part on monitoring of the web behavior data, and route the first user to a next action of the set of actions in the communication process flow based at least in part on detecting that the first user satisfies the rule.

Communicating based on a workflow using web behavior data

A method for data processing that includes receiving, from a service that manages communications between a communication process flow management service and a communication platform, a request indicating metadata from the communication platform, information associated with a tenant of a multi-tenant system, a user identifier, or a combination thereof. The method may further include performing, based on the request, one or more actions on a communication process flow that controls electronic communications between the tenant and a set of users corresponding to the tenant. The method may further include generating a data object related to the communication process flow based on performing the one or more actions. The method may further include transmitting, to the communication platform, a message that is configured to cause posting of the data object into a communication channel of the communication platform.

Techniques for bidirectional cross-platform communications

A method for data processing that includes receiving an indication of a configuration for a first action of a communication process flow that controls electronic communications between a tenant of a multi-tenant system and a first set of users associated with the tenant. The method further includes associating, within a storage location associated with the tenant, a unique identifier with metadata that defines the configuration. The method further includes receiving a request to apply the configuration to a second action of a communication process flow that controls electronic communications between the tenant and a second set of users associated with the tenant. The request may indicate the unique identifier associated with the metadata. The method further includes retrieving the metadata from the storage location using the unique identifier indicated by the request. The method further includes applying the configuration to the second action using the retrieved metadata.

Techniques for configuring communication process flow actions

Techniques described herein are used to support cross platform data sharing, access, and management between a communication process flow management platform and a communication platform. Specifically, techniques described herein interaction with a communication process flow from a communication platform. The communication process flow management platform may receive, from a communication platform, a request comprising an indication of an action associated with a communication process flow that controls electronic communications between a tenant of a multitenant system and a set of users corresponding to the tenant. The communication process flow management platform may authenticate the request and perform the action that changes the schedule associated with the electronic communications.

Techniques for cross platform communication process flow management

A data server may support segment identification based on a selected user profile. For example, a user may select a user profile as the basis for identifying a segment of additional user profiles. The server may identify attributes associated with the selected user identifier and generate an expression based on the identified subset. The expression may include a normalization function corresponding to at least one attribute. The normalization function may identify correlated attribute values for an attribute associated with the selected user profile. The data server may query a data storage system to identify the additional user profiles based on the expression. The data server may also support user defined Boolean expressions such that the expression is used to identify user identifiers associated with a first attribute and a second attribute.

Generalizing a segment from user data attributes

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San Francisco, CA, United States of America

Aaron M Popelka