Abstract: The co-browsing system described enables participants to share controlled content during a co-browsing session. A first participant's input on a web page may be collected and transferred to a second participant's computing device. The browser in the second participant's computing device, which is displaying the same web page, may receive the first participant's input and be manipulated by the first participant's input. Consequently, the participants may share a web-browsing experience while they jointly navigate web-related content at the same time, including the content and their activities on web pages, as if they are interacting with the web page on the same screen. Such controlled content co-browsing occurs in a system which has a repository of controlled content items and customer relationship management (CRM) information.

Abstract: Systems and methods for creating call reports which may allow a sales user to remotely present content to HCP users. Information for scheduling a remote meeting may be received from an application for creating call report on a first user computing device, a request for remote meeting may be sent to a video conference system, a group meeting ID may be received from the video conference system, and a meeting invitation for the at least one invitee may be generated. The meeting invitation may include a link for the remote meeting. When the at least one invitee clicks on the link in the invitation, he/she is added to the remote meeting. The video content is transmitted via the video conference system, but no user interface of the video conference system is displayed during the remote meeting.

Abstract: Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online.

Abstract: Systems and methods for creating call reports which may allow a sales user to remotely present content to HCP users. Information for scheduling a remote meeting may be received from an application for creating call report on a first user computing device, a request for remote meeting may be sent to a video conference system, a group meeting ID may be received from the video conference system, and a meeting invitation for the at least one invitee may be generated. The meeting invitation may include a link for the remote meeting. When the at least one invitee clicks on the link in the invitation, he/she is added to the remote meeting. The video content is transmitted via the video conference system, but no user interface of the video conference system is displayed during the remote meeting.

Abstract: Systems and methods for creating call reports which may allow a sales user to remotely present content to HCP users. Information for scheduling a remote meeting may be received from an application for creating call report on a first user computing device, a request for remote meeting may be sent to a video conference system, a group meeting ID may be received from the video conference system, and a meeting invitation for the at least one invitee may be generated. The meeting invitation may include a link for the remote meeting. When the at least one invitee clicks on the link in the invitation, he/she is added to the remote meeting. The video content is transmitted via the video conference system, but no user interface of the video conference system is displayed during the remote meeting.

Abstract: Systems and methods for synchronizing data between a database system and its client applications are provided. After a regular synchronization, objects' records on a user computing device may be checked against a new sharing rule. Newly shared records may be synced down to the user computing device regardless of timestamps, and all records which the user no longer has access to may be removed from the user computing device. Consequently, data on the user computing device complies with the new sharing rule.

Abstract: Systems and methods for synchronizing data between a database system and its client applications are provided. After a regular synchronization, objects' records on a user computing device may be checked against a new sharing rule. Newly shared records may be synced down to the user computing device regardless of timestamps, and all records which the user no longer has access to may be removed from the user computing device. Consequently, data on the user computing device complies with the new sharing rule.

Abstract: The co-browsing system described enables participants to share controlled content during a co-browsing session. A first participant's input on a web page may be collected and transferred to a second participant's computing device. The browser in the second participant's computing device, which is displaying the same web page, may receive the first participant's input and be manipulated by the first participant's input. Consequently, the participants may share a web-browsing experience while they jointly navigate web-related content at the same time, including the content and their activities on web pages, as if they are interacting with the web page on the same screen. Such controlled content co-browsing occurs in a system which has a repository of controlled content items and customer relationship management (CRM) information.