STREAMLINED DATA ENTRY PATHS USING INDIVIDUAL ACCOUNT CONTEXT ON A MOBILE DEVICE

Patent №

US 10,949,865

Granted

2021-03-16

Filed 2018

Owner

SALESFORCE.COM, INC.

Lab

AI components

3

kr · planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

16112164

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.

AI classification

Planning1.00
Knowledge representation0.95
AI hardware0.87
Machine learning0.27
Natural language0.04
Evolutionary computation0.03
Vision0.00
Speech0.00

Ownership

SALESFORCE.COM, INC.

assignment · 469710488

Assignors

ROHDE, SÖNKE, VILLAMOR, CRAIG, GUPTA, AKHILESH, ANDERSON, GRANT, SCHROEDER, JASON, ISSACS, CHARLIE, TASCHEK, JOHN WALTER, GILMOR, STEVE, JASHNANI, GIRISH

On an employer assignment, the assignors are typically the inventors.

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