US 11,887,033 B2
Dynamically configuring a process based on environmental characteristics monitored by a mobile device
Adrian Dieter Rapp, Sausalito, CA (US); Qingqing Liu, Dublin, CA (US); and Michael Chou, Burlingame, CA (US)
Assigned to Salesforce, Inc., San Francisco, CA (US)
Filed by salesforce.com, inc., San Francisco, CA (US)
Filed on Nov. 19, 2020, as Appl. No. 16/949,897.
Application 16/949,897 is a continuation of application No. 16/175,618, filed on Oct. 30, 2018, granted, now 10,866,819.
Application 16/175,618 is a continuation of application No. 15/405,708, filed on Jan. 13, 2017, granted, now 10,146,581, issued on Dec. 4, 2018.
Prior Publication US 2021/0141650 A1, May 13, 2021
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 10/0631 (2023.01); G06F 9/50 (2006.01); G06Q 50/00 (2012.01); G06F 9/448 (2018.01)
CPC G06Q 10/06316 (2013.01) [G06F 9/4498 (2018.02); G06F 9/5005 (2013.01); G06Q 50/01 (2013.01)] 20 Claims
OG exemplary drawing
 
15. A method for dynamically configuring a workflow associated with an application based on one or more environmental characteristics, the method comprising:
obtaining contextual data provided by a mobile device on which an application is usable, the contextual data indicating at least one or more environmental characteristics detected using electronics of the mobile device, the one or more environmental characteristics at least partially relating to at least one of: (i) a physical environment in which the mobile device is or has been located, or (ii) a physical aspect of the mobile device;
identifying, using one or more data objects stored in a database, a workflow associated with the application, the workflow being configurable to have a path of at least a subset of a plurality of available stages;
identifying a first stage of the available stages, the first stage being a current stage of the workflow;
processing the contextual data to identify the one or more environmental characteristics;
processing the one or more environmental characteristics in relation to customer data stored in a customer database record to identify one or more tasks to manage a relationship with a customer as indicated by the customer database record;
determining, using computing logic associated with the workflow and based on the processing of the one or more environmental characteristics in relation to the customer data, that the one or more environmental characteristics satisfies one or more workflow conditions associated with the workflow;
responsive to determining that the one or more environmental characteristics satisfies the one or more workflow conditions, configuring the workflow, wherein the configuring comprises determining and/or configuring a second stage of the available stages to follow the first stage, the determined and/or configured second stage including the one or more tasks to manage the relationship with the customer;
storing or updating database data in the database to identify the configured workflow; and
displaying or updating display of a user interface at the mobile device using workflow data representing the configured workflow to display an indication of at least the determined and/or configured second stage, the user interface operable to receive user input to cause the workflow to be further configured.