Abstract: Methods and systems are provided for responding to social posts (SPs) on social media channels from a customer service (CS) application of a CRM system. Streams of data from the social media channels are processed to detect relevant SPs, and data from a first SP is identified/retrieved based on automatic rules that find relevant SPs that warrant creation of a CS case and a CS response. A first CS case is created based on the data from the first SP to create a record that includes social content information about the first SP and automatically link the first SP to the CRM system. The social content information includes a message from the first SP and an author of the first SP. The CS application causes the first CS case to be displayed, generates a first response to the first SP, and publishes a first social reply including the first response.

Abstract: Methods and systems are provided for responding to social posts (SPs) on social media channels from a customer service (CS) application of a CRM system. Streams of data from the social media channels are processed to detect relevant SPs, and data from a first SP is identified/retrieved based on automatic rules that find relevant SPs that warrant creation of a CS case and a CS response. A first CS case is created based on the data from the first SP to create a record that includes social content information about the first SP and automatically link the first SP to the CRM system. The social content information includes a message from the first SP and an author of the first SP. The CS application causes the first CS case to be displayed, generates a first response to the first SP, and publishes a first social reply including the first response.

Abstract: Methods and systems are provided for responding to customer posts on a plurality of social media channels from a customer service portal of a Customer Relationship Management (CRM) system of an organization. A retrieval system can retrieve, based on one or more rules specified by a rules engine, data from a first customer post on a first social media channel. The first customer post is identified using one or more rules that finds customer posts that warrant a customer service response from the organization. Based on the data from the first customer post, a parser of the CRM system creates a first case that can be displayed at the customer service portal, which automatically pre-populates a first response to the first customer post in compliance with protocols associated with the first social media channel that allow the first response to be communicated via the first social media channel.

Abstract: Disclosed are methods, systems, and computer program products for providing cross-domain communication via a user interface provided in a web browser. One or more servers of a database system receive an indication of a first event message sent from a second user interface component to a first user interface component of the user interface, the first event message comprising a request to perform a first operation. The one or more servers identify a first one or more trusted data network domains for a first application displayed in the first user interface component. The one or more servers determine that the first one or more trusted data network domains comprise a second data network domain for a third party application displayed in the second user interface component. The one or more servers determine that the first operation is a safe operation and perform the first operation.

Abstract: Methods and systems are provided for responding to customer posts on a plurality of social media channels from a customer service portal of a Customer Relationship Management (CRM) system of an organization. A retrieval system can retrieve, based on one or more rules specified by a rules engine, data from a first customer post on a first social media channel. The first customer post is identified using one or more rules that finds customer posts that warrant a customer service response from the organization. Based on the data from the first customer post, a parser of the CRM system creates a first case that can be displayed at the customer service portal, which automatically pre-populates a first response to the first customer post in compliance with protocols associated with the first social media channel that allow the first response to be communicated via the first social media channel.

Abstract: Disclosed are some examples of methods, apparatus, systems and computer program products related to a user interface providing a call center service. In some implementations, the user interface presents session tabs and application tabs. A session tab can have a parent-child relationship with an application tab. Customer data can be retrieved from a database, where the customer data includes account data and child data. The customer data can be provided to cause display in the user interface of the account data in association with a first session tab and the child data in association with a first application tab. Edits to the child data can cause the first application tab to be designated as unsaved.

Abstract: Methods and systems are provided for integrating social media channels into a customer service management (CRM) portal. The method includes receiving data for a consumer post, parsing the data into a social post object and a social persona object, creating a case from the objects, and displaying the case in the CRM portal.

Abstract: Various embodiments described or referenced herein are directed to different methods, systems, and computer program products for providing contextual information regarding database records via a user interface. A user interface is provided in a browser in accordance with information received from one or more servers in communication with a database system storing records and contextual information. The user interface comprises a first component and a second component, the first component comprising data of a record stored in the database system, the second component comprising contextual information related to the record data. A modification to the record data is received. A request for updated contextual information is transmitted to the one or more servers, the request identifying at least a portion of the modification. The updated contextual information is received from the one or more servers and displayed in the second component without reloading the user interface.

Abstract: Disclosed are some examples of methods, apparatus, systems and computer program products related to a user interface providing a call center service. In some implementations, the user interface presents session tabs and application tabs. A session tab can have a parent-child relationship with an application tab. Customer data can be retrieved from a database, where the customer data includes account data and child data. The customer data can be provided to cause display in the user interface of the account data in association with a first session tab and the child data in association with a first application tab. Edits to the child data can cause the first application tab to be designated as unsaved.

Abstract: Disclosed are some examples of methods, apparatus, systems and computer program products related to a user interface providing a call center service. In some implementations, the user interface presents session tabs and application tabs. A session tab can have a parent-child relationship with an application tab. Customer data can be retrieved from a database, where the customer data includes account data and child data. The customer data can be provided to cause display in the user interface of the account data in association with a first session tab and the child data in association with a first application tab. Edits to the child data can cause the first application tab to be designated as unsaved.

Abstract: Methods and systems are provided for responding, from a customer service management (CRM) portal, to a customer service inquiry received from an inbound social media channel. The method includes receiving the customer inquiry from the inbound social media channel; creating a case based on the inquiry; presenting the case to an agent at the CRM portal; automatically pre-configuring, by the CRM portal, a response to the inquiry based on attributes of the inbound social media channel; and transmitting the response from the CRM portal via the inbound social media channel.

Abstract: Methods and systems are provided for integrating social media channels into a customer service management (CRM) portal. The method includes receiving data for a consumer post, parsing the data into a social post object and a social persona object, creating a case from the objects, and displaying the case in the CRM portal.

Abstract: Various embodiments described or referenced herein are directed to different devices, methods, systems, and computer program products for processing information entered via a user interface provided in a web browser on a display device of a client machine in communication with a server. The user interface may be capable of displaying a plurality of components, including a first component that may display object record information associated with an object record stored in a database. Edited object record information may be received at the client machine and displayed in the first user interface component. The first user interface component may be designated as unsaved. An interrupt event associated with possible loss of the edited information may be detected. A warning message indicating the detection of the interrupt event may be displayed in the web browser, and one or more selections for responding to the warning message may be provided.

Abstract: Disclosed are methods, systems, and computer program products for providing cross-domain communication via a user interface provided in a web browser. One or more servers of a database system receive an indication of a first event message sent from a second user interface component to a first user interface component of the user interface, the first event message comprising a request to perform a first operation. The one or more servers identify a first one or more trusted data network domains for a first application displayed in the first user interface component. The one or more servers determine that the first one or more trusted data network domains comprise a second data network domain for a third party application displayed in the second user interface component. The one or more servers determine that the first operation is a safe operation and perform the first operation.

Abstract: Various embodiments described or referenced herein are directed to different methods, systems, and computer program products for providing contextual information regarding database records via a user interface. A user interface is provided in a browser in accordance with information received from one or more servers in communication with a database system storing records and contextual information. The user interface comprises a first component and a second component, the first component comprising data of a record stored in the database system, the second component comprising contextual information related to the record data. A modification to the record data is received. A request for updated contextual information is transmitted to the one or more servers, the request identifying at least a portion of the modification. The updated contextual information is received from the one or more servers and displayed in the second component without reloading the user interface.

Abstract: Various embodiments described or referenced herein are directed to different devices, methods, systems, and computer program products for providing cross-domain communication via a user interface provided in a web browser. A first one or more trusted data network domains for a first user interface component may be identified. A second user interface component provided from a second data network domain accessible via a second one or more servers may be opened for display. A first event message may be transmitted from the second user interface component to the first user interface component. If the second data network domain is within the first one or more trusted data network domains, one or more operations may be performed within the first user interface component in response to the first event message.

Abstract: Various embodiments described or referenced herein are directed to different devices, methods, systems, and computer program products for displaying object record information via a user interface provided in a web browser. A request to display a user interface component may be received. The user interface component may include first stored object record information associated with a first object record in a database stored on a server. Whether the requested user interface component including the first stored object record information is open in the user interface may be determined. When it is determined that the requested user interface component is not open in the user interface, the first stored object record information may be retrieved from the server. The requested user interface component at the client machine may be generated without reloading the user interface.

Abstract: Various embodiments described or referenced herein are directed to different devices, methods, systems, and computer program products for providing contextual information via a user interface provided in a web browser. The user interface may display a plurality of components including a first component displaying object record information associated with an object record stored in a database and a second component displaying contextual information related to the stored object record information. Edited object record information may be received at the client machine. An indication of the edited object record information may be provided to the second user interface component of the user interface in the web browser. A request for updated contextual information related to the edited object record information may be transmitted from the client machine to the server. The updated contextual information may be displayed in the second user interface component of the user interface.

Abstract: Various embodiments described or referenced herein are directed to different devices, methods, systems, and computer program products for processing a call via a user interface in a web browser. An incoming call directed to a client machine may be identified. The call may comprise a communication from an individual associated with an account. Object record information associated with the account may be stored in a communicably accessible database. A user interface component may be opened, responsive to the incoming call, at the client machine for display in the user interface in the web browser. The opened user interface component may display object record information associated with the account. Edited object record information comprising a modification to the object record information associated with the opened user interface component may be received at the client machine. The edited object record information may be displayed in the opened user interface component.

Abstract: Various embodiments described or referenced herein are directed to different devices, methods, systems, and computer program products for providing cross-domain communication via a user interface provided in a web browser. A first one or more trusted data network domains for a first user interface component may be identified. A second user interface component provided from a second data network domain accessible via a second one or more servers may be opened for display. A first event message may be transmitted from the second user interface component to the first user interface component. If the second data network domain is within the first one or more trusted data network domains, one or more operations may be performed within the first user interface component in response to the first event message.