Rule-based prioritization of social data
Abstract
A method of prioritizing feed items based on rules is provided. User input establishes one or more rules to prioritize a feed item, wherein at least one of the one or more rules incorporates the input data. Such user input may include user-created data or feed metrics. The one or more rules may be weighted. Additional user input configures one or more message cues. A plurality of feed items are prioritized based on the one or more rules. The plurality of feed items are associated with a plurality of feeds, wherein each feed is associated with an object stored in a database system. The plurality of feed items are then displayed in combination with the one or more message cues to a plurality of users of the database system.
Claims
exact text as granted — not AI-modified1 - 20 . (canceled)
21 . A system for identifying system posts for display in a social network activity stream, the system comprising:
database system software stored on a non-transitory data storage medium for execution by one or more servers of a database system, the database system software operable to cause:
processing information indicating inclusion preferences of a user for including post data in a social network activity stream of an enterprise social networking system implemented using the database system, the inclusion preferences identified by one or more post rules;
maintaining, using the database system, a plurality of system posts associated with one or more customer relationship management (CRM) records stored as data objects of a CRM system, one or more of the system posts indicating an event or an update associated with a CRM record;
automatically identifying one or more of the system posts based on a first inclusion preference identified by a first post rule; and
providing the identified one or more system posts for inclusion in the social network activity stream, the identified one or more system posts configured to be displayed in association with one or more visual indicators in a user interface on a display of a computing device.
22 . The system of claim 21 , wherein the inclusion preferences are provided by an administrator, and wherein a post rule is user-independent or user-specific.
23 . The system of claim 21 , wherein the inclusion preferences are submitted by a viewer, and wherein a post rule is user-specific.
24 . The system of claim 21 , wherein the first post rule indicates one or more of a plurality of criteria.
25 . The system of claim 24 , wherein the criteria comprise a CRM record type, an operation associated with the CRM record type, and an option to display a system post in the social network activity stream.
26 . The system of claim 21 , wherein the post rules comprise active rules and inactive rules, and wherein the first post rule is an active rule.
27 . The system of claim 21 , wherein the CRM records comprise one or more of: a case, an opportunity, a lead, an account, a contact, a task, a user profile, or an event.
28 . The system of claim 21 , wherein the first post rule indicates an attribute of a CRM record, the attribute identified in a field of the CRM record.
29 . The system of claim 21 , wherein the first post rule indicates a characteristic of an interaction with a customer of an organization.
30 . The system of claim 21 , wherein the one or more visual indicators comprises one or more of: priority placement of the identified one or more system posts in the social network activity stream, a highlight, a color, a hue, an icon, a badge, or a motion cue.
31 . A method comprising:
receiving information indicating inclusion preferences of a user for including post data in a social network activity stream of an enterprise social networking system implemented using a database system, the inclusion preferences identified by one or more post rules; maintaining, using the database system, a plurality of system posts associated with one or more customer relationship management (CRM) records stored as data objects of a CRM system, one or more of the system posts indicating an event or an update associated with a CRM record; automatically identifying one or more of the system posts based on a first inclusion preference identified by a first post rule; and providing the identified one or more system posts for inclusion in the social network activity stream, the identified one or more system posts configured to be displayed in association with one or more visual indicators in a user interface on a display of a computing device.
32 . The method of claim 31 , wherein the inclusion preferences are provided by an administrator, and wherein a post rule is user-independent or user-specific.
33 . The method of claim 31 , wherein the inclusion preferences are submitted by a viewer, and wherein a post rule is user-specific.
34 . The method of claim 31 , wherein the first post rule indicates one or more of a plurality of criteria, the criteria comprising: a CRM record type, an operation associated with the CRM record type, and an option to display a system post in the social network activity stream.
35 . A database system comprising:
one or more databases storing a plurality of customer relationship management (CRM) records as data objects; and at least one server having at least one processor capable of executing instructions configured to cause:
processing information indicating inclusion preferences of a user for including post data in a social network activity stream of an enterprise social networking system implemented using a database system, the inclusion preferences identified by one or more post rules;
maintaining, using the database system, a plurality of system posts associated with one or more of the CRM records, one or more of the system posts indicating an event or an update associated with a CRM record;
automatically identifying one or more of the system posts based on a first inclusion preference identified by a first post rule; and
providing the identified one or more system posts for inclusion in the social network activity stream, the identified one or more system posts configured to be displayed in association with one or more visual indicators in a user interface on a display of a computing device.
36 . The database system of claim 35 , wherein the inclusion preferences are provided by an administrator, and wherein a post rule is user-independent or user-specific.
37 . The database system of claim 35 , wherein the inclusion preferences are submitted by a viewer, and wherein a post rule is user-specific.
38 . The database system of claim 35 , wherein the first post rule indicates one or more of a plurality of criteria, the criteria comprising: a CRM record type, an operation associated with the CRM record type, and an option to display a system post in the social network activity stream.
39 . A computer program product comprising program code to be executed by one or more processors when retrieved from a non-transitory storage medium, the program code comprising instructions configured to cause:
processing information indicating inclusion preferences of a user for including post data in a social network activity stream of an enterprise social networking system implemented using a database system, the inclusion preferences identified by one or more post rules; maintaining, using the database system, a plurality of system posts associated with one or more customer relationship management (CRM) records stored as data objects of a CRM system, one or more of the system posts indicating an event or an update associated with a CRM record; automatically identifying one or more of the system posts based on a first inclusion preference identified by a first post rule; and providing the identified one or more system posts for inclusion in the social network activity stream, the identified one or more system posts configured to be displayed in association with one or more visual indicators in a user interface on a display of a computing device.
40 . The computer program product of claim 39 , wherein the inclusion preferences are provided by an administrator, and wherein a post rule is user-independent or user-specific.
41 . The computer program product of claim 39 , wherein the inclusion preferences are submitted by a viewer, and wherein a post rule is user-specific.
42 . The computer program product of claim 39 , wherein the first post rule indicates one or more of a plurality of criteria, the criteria comprising: a CRM record type, an operation associated with the CRM record type, and an option to display a system post in the social network activity stream.Cited by (0)
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