US 12,229,701 B2
Techniques for communication process flow and data platform integration
Tongyun Shang, San Francisco, CA (US); Aaron Popelka, San Francisco, CA (US); and William Robert Jennings, II, Indianapolis, IN (US)
Assigned to Salesforce, Inc., San Francisco, CA (US)
Filed by Salesforce, Inc., San Francisco, CA (US)
Filed on Jul. 1, 2022, as Appl. No. 17/856,508.
Prior Publication US 2024/0005245 A1, Jan. 4, 2024
Int. Cl. G06Q 10/0633 (2023.01)
CPC G06Q 10/0633 (2013.01) 20 Claims
OG exemplary drawing
 
1. A method for data processing, comprising:
receiving, at a communication process flow management service and from a second service that manages a data model for a plurality of entities, an indication of a segment of entities of the plurality of entities, the segment of entities being associated with one or more attributes and configured to receive a plurality of communications in accordance with a communication process flow managed by the communication process flow management service;
transmitting, to the second service and based at least in part on an action of the communication process flow, a request for information of the data model;
receiving, from the second service and based at least in part on the request, the information of the data model;
determining, based at least in part on the information of the data model received from the second service, that an exit criteria defined by the communication process flow is satisfied by data that is associated with an entity of the segment of entities;
removing the entity from the segment of entities in association with the communication process flow based at least in part on the exit criteria being satisfied by the information of the data model;
determining, based at least in part on the information of the data model received from the second service, a set of communications to be transmitted to one or more entities of the segment of entities; and
transmitting the set of communications to the one or more entities in accordance with the communication process flow.