Salesforce Com, Inc.

Ashwini Govindaraman

Shaahin Mehdinezhad Rushan

Blake Whitlow Markham

Harish Peri

Nima Motamedi

Gregory Lapouchnian

Saurin G Shah

James Fai-Kuen Tam

Tam Duc Tran

Alireza Bakhtiari Koohsorkhi

Some embodiments of the present invention include a method for creating, via a first user interface, at least one link in a performance summary to link to supporting information of an employee's work associated with the performance summary. The performance summary including the at least one link is then displayed via the first user interface. The method then detects, via the first user interface, when the at least one link in the performance summary is selected. Responsive to the at least one link being selected, the supporting information of the employee's work associated with the performance summary is displayed via the first user interface.

Systems and methods for performance summary citations

The technology disclosed relates to embedding private comments in public messages. In particular, it relates to customizing public messages by including private comments that are directed to specific recipients. The private comments are included in the context of the public messages sent to their intended recipients but excluded from the public message when it is sent to other recipients. The private comments can be viewable only to their intended recipients and in the context of the public response. The public response as seen by recipients not intended to receive private comments does not include the private comments. This enables a sender of a private comment to efficiently communicate selected information to specific recipients without burdening all recipients with information which may not be relevant for them. Furthermore, it preserves the overall context of the original message.

Systems and methods of redactive messaging

The technology disclosed relates to incorporating social data in CRM systems by a single social syn action. In particular, it relates to appending social data to prospect or contact objects of CRM systems by finding multiple social handles for the prospect or contact objects. The multiple social handles identify social profiles of the corresponding prospects or contacts on various social network platforms. The technology disclosed also relates to personalizing customer service experience of customers. In particular, it relates to identifying conversation preferences and interests of the customers based on information specified in their social profiles on different social network platforms. The conversation preferences and interests are used to customize interactions with the customer during the course of the customer service.

Systems and methods of enriching CRM data with social data

Growing community of inventors

Hayward, CA, United States of America

Ashwini Govindaraman