Salesforce had nine patents in social media during Q1 2024. Salesforce Inc’s patents filed in Q1 2024 focus on providing insights pages in CRM applications, updating information in a database system, aggregating social network feed information for advertising campaigns, and managing business deals with dynamic user interfaces and various features like lead management and social media monitoring. These patents showcase innovative methods and systems for enhancing customer relationship management and business operations. GlobalData’s report on Salesforce gives a 360-degree view of the company including its patenting strategy. Buy the report here.

Salesforce grant share with social media as a theme is 44% in Q1 2024. Grant share is based on the ratio of number of grants to total number of patents.

Recent Patents

Application: Method and system for generating insights regarding a party in response to a call (Patent ID: US20240095748A1)

Salesforce Inc. has filed a patent for methods and systems that provide an insights page within a customer relationship management (CRM) application on a computing device. The system automatically determines potentially relevant records for the call, analyzes CRM information using artificial intelligence, ranks the records by relevance, and displays them in a priority order on the insights page without user input. The insights page includes a summary of the CRM information extracted from the records and user interface elements for triggering actions related to the records.

The method involves automatically populating the insights page during a call, in real-time, and during various types of calls such as voice-over-IP (VoIP) and video calls. The system probabilistically determines the most relevant records for the call, which can include data from social media, email, calendar, e-commerce, and more. Additionally, the system allows for actions such as updating records with transcriptions or creating new records directly from the insights page. The patent also covers a non-transitory computer-readable medium with processor-executable instructions for implementing the method, including analyzing CRM information using artificial intelligence to determine relevant records and providing the insights page in response to the call.

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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.