Salesforce Com, Inc.

Saleforce.com, Inc.

Yuseung Kim

Anwesha Samanta

Edward Charles Mengel, Iii

Jean Elie Bovet

Qingqing Liu

Sutthipong Thavisomboon

Bryan Hart

Behzad Farhang Richey

Jaroslaw Kozieronek

Eric Moore

Jason Winters

Zachary Roszczewski

Sachin Desai

Naga Siva Chandra Prasad Pamidi

Juyong Kim

Disclosed herein are system, method, and computer program product embodiments for quickly switching between multiple dashboards of an application. An embodiment operates by tracking changes made to a first dashboard of an application. The embodiment receives a selection for a second dashboard of the application. The embodiment stores a first data set and a first data state of the first dashboard in a cache. The embodiment removes the first dashboard from memory. The embodiment loads a second dashboard of the application into memory based on the selection. The embodiment then updates the second dashboard in the memory based on a second data set associated with the second dashboard and the shared data associated with a plurality of dashboards.

Application navigation

Some embodiments of the present invention include a method for importing one or more datasets using a computing system with a small display screen. The data in the one or more datasets may then be used for data analysis using the small display screen. The method includes determining one or more field identifiers and associated field type information for one or more fields of the dataset to be imported into a mobile computing system. The one or more field identifiers and associated field type information are displayed on a display screen of the mobile computing system using a graphical user interface. The dataset is then imported using the determined field identifiers and associated field type information based on receiving a confirmation to import.

Importing data using a mobile computing device

Disclosed herein are system, method, and computer program product embodiments for using a global filter in an analytics interface. An embodiment operates by rendering a layout listing displayed and hidden filterable data sets. The embodiment renders a global filter tray accessible from the layout by tapping or clicking a global filter icon. The global filter tray displays a list of available filters offered for the filterable data sets. The embodiment applies a selected filter to refine both displayed filterable data sets and the hidden filterable data sets.

Global filter

Disclosed herein are embodiments for systems and devices implementing methods of accessing databases, which may include displaying graphical representations of data such as in graphs or charts, implementing a GUI to accept selection gestures by way of input devices and allowing selection of multiple data elements on a display. The embodiments may further include mapping selection position data, determining sets of selected data, and generating database queries based on those determined sets. Queries may be transmitted to databases, to retrieve information corresponding to selected elements. Additionally, the retrieved information may be analyzed to produce results, which may be displayed together with the graphs or charts. Various techniques of selection and de-selection for single data elements or multiple data elements may also be provided.

Multi-selection on a chart

Display screen or portion thereof with icon

Disclosed herein are system, method, and computer program product embodiments for an analytic data export tool. An embodiment by visualizing, by a computing device, a plurality of available analytic data in a graphical user interface; receiving, by the computing device, a data selection input, wherein the data selection input comprises an interaction with the visualized plurality of available analytic data; packaging the plurality of available analytic data in a data package according to the data selection input; and exporting the data package according to one of a plurality of displayed export options displayed in the graphical user interface.

Analytic data export tool

Methods and systems are provided for responding to social posts (SPs) on social media channels from a customer service (CS) application of a CRM system. Streams of data from the social media channels are processed to detect relevant SPs, and data from a first SP is identified/retrieved based on automatic rules that find relevant SPs that warrant creation of a CS case and a CS response. A first CS case is created based on the data from the first SP to create a record that includes social content information about the first SP and automatically link the first SP to the CRM system. The social content information includes a message from the first SP and an author of the first SP. The CS application causes the first CS case to be displayed, generates a first response to the first SP, and publishes a first social reply including the first response.

Methods and systems for facilitating customer support using a social post case feed and publisher

Some embodiments of the present invention include an apparatus for displaying line charts with responsive line thickness using a display screen of a mobile computing system and include a processor, and one or more stored sequences of instructions which, when executed by the processor, cause the processor to receive a request to display a line chart on a display screen of a mobile computing system with the line chart having multiple line segments, determine density of information to be displayed with the line chart, and display the line chart with thickness of lines of the line chart corresponding to the determined density of information. The thickness of the line segments of the line chart is relatively thinner when the line chart includes higher density of information and relatively thicker when the line chart includes lower density of information.

Responsive line display

System, method, and computer product embodiments for proving a chart with dynamically-adjusted scale labels are described. A graphical user interface (GUI) generates a chart to display a set of data within a display area. The chart includes a plurality of x-axis scale labels to indicate a scale on the x-axis of the chart. The GUI reduces a distance between adjacent x-axis scale labels from the plurality of x-axis scale labels, responsive to detecting a command that re-renders the chart and that reduces the distance between adjacent x-axis scale labels. When the GUI determines that the distance is within a threshold, the GUI increases the distance by rotating each x-axis scale label towards a vertical orientation. Then, the GUI displays the set of data and the plurality of rotated x-axis scale labels within the chart as re-rendered according to the command.

Dynamically adjusted scale labels for displayed chart

A non-transitory tangible computer readable medium containing instructions configured to cause one or more processors to execute a process. The process comprises analyzing a dataset to determine a number of variables and one or more types of variables associated with the dataset. One or more processors remove a number of predefined discrete grouping variables from the number of variables associated with the dataset and produces a set of remaining variables. The one or more processors select a chart type based on the number of variables and the one or more types of variables associated with the set of remaining variables and generate one or more charts depicting the dataset. The number of charts generated corresponds to the number of data points associated with the predefined discrete grouping variables.

Trellis chart scaling

Display screen or portion thereof with animated graphical user interface

Methods and systems are provided for responding to customer posts on a plurality of social media channels from a customer service portal of a Customer Relationship Management (CRM) system of an organization. A retrieval system can retrieve, based on one or more rules specified by a rules engine, data from a first customer post on a first social media channel. The first customer post is identified using one or more rules that finds customer posts that warrant a customer service response from the organization. Based on the data from the first customer post, a parser of the CRM system creates a first case that can be displayed at the customer service portal, which automatically pre-populates a first response to the first customer post in compliance with protocols associated with the first social media channel that allow the first response to be communicated via the first social media channel.

Some embodiments of the present invention include an apparatus for enabling a tooltip to view information associated with portions of charts displayed on a display screen of a mobile computing device and include a processor, and one or more stored sequences of instructions which, when executed by the processor, cause the processor to display information associated with a chart on a display screen of a mobile computing system using a first chart type, the information including label information and value information Based on detecting a selection of a portion of the chart, cause the tooltip to be displayed on the display screen of the mobile computing system, the tooltip displaying label information and value information associated with the selected portion of the chart, the tooltip including a navigation tool to enable navigating and updating the tooltip with label information and value information associated with different portions of the chart.

Chart selection tooltip

Methods and systems are provided for integrating social media channels into a customer service management (CRM) portal. The method includes receiving data for a consumer post, parsing the data into a social post object and a social persona object, creating a case from the objects, and displaying the case in the CRM portal.

Growing community of inventors

San Francisco, CA, United States of America

Yuseung Kim