The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Mar. 16, 2021

Filed:

Aug. 24, 2018
Applicant:

Salesforce.com, Inc., San Francisco, CA (US);

Inventors:

Sönke Rohde, San Francisco, CA (US);

Craig Villamor, San Mateo, CA (US);

Akhilesh Gupta, San Francisco, CA (US);

Grant Anderson, San Francisco, CA (US);

Jason Schroeder, Los Angeles, CA (US);

Charlie Issacs, San Jose, CA (US);

John Walter Taschek, San Francisco, CA (US);

Steve Gillmor, Daly City, CA (US);

Girish Jashnani, Fremont, CA (US);

Assignee:

salesforce.com, inc., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 30/02 (2012.01);
U.S. Cl.
CPC ...
G06Q 30/0201 (2013.01); G06Q 30/02 (2013.01);
Abstract

The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.


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