# US 10,769,563 B2 · Method and system for managing business deals > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,769,563 B2 - Document ID: US10769563B2 - Status: Granted - Kind: B2 - Application number: 16/542,070 - Filed: 2019-08-15 - Published: 2019-12-05 - Granted: 2020-09-08 - Earliest claimed: 2012-09-18 - Assignees: salesforce.com, inc. - Applicants: salesforce.com, inc. - Inventors: Jason Winters - Web page: https://patentgrep.com/patent/US10769563B2 ## CPC - G06Q 10/063114: {Status monitoring or status determination for a person or group} - G06Q 10/06311: {Scheduling, planning or task assignment for a person or group} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract In accordance with embodiments, there are provided mechanisms and methods for managing business deals. The mechanisms and methods for managing business deals may enable embodiments to provide a dynamic and interactive user-interface including any combination of contacts, accounts, opportunities, allowing users to create tasks, events, leads (e.g., from Data.com), reports, dashboards, instant messenger, external deal spaces, email service (e.g., Outlook), a cloud-based productivity suite for businesses that allows work on any device (e.g., Google apps), mobile access, private messaging, lead management, mass email templates, social media monitoring (e.g., from Radian6), role-based sharing and security, and/or additional storage, for example. In an embodiment, the number of contacts may be unlimited. ## Claims ### Claim 1 A system comprising: a database system implemented using a server system comprising one or more hardware processors, the database system configurable to cause: obtaining information identifying a plurality of past events and a plurality of future events, the past events and the future events being associated with one or more of a plurality of database records stored in a database; providing feed data to a user device, the feed data capable of being processed by the user device, using one or more applications, to cause display or cause updating of display in a user interface of a plurality of feed items associated with the one or more database records, the feed items comprising a subset of past feed items representing the past events and a subset of future feed items representing the future events; processing notification data regarding a first future event associated with the one or more database records, the notification data identifying a future event date, a location and a user; and providing the notification data to the user device, the notification data capable of being processed by the user device to cause updating of the displayed feed items to represent the first future event as a designated future feed item according to the future event date, the designated future feed item configured to indicate the future event date, the location, and/or the user. ### Claim 2 (depends on 1) The system of claim 1, wherein the user interface is capable of displaying a plurality of unique graphical indications, each graphical indication representing a different event. ### Claim 3 (depends on 1) The system of claim 1, wherein the user interface is interactive to allow a user to view, add or change events. ### Claim 4 (depends on 1) The system of claim 1, wherein a feed item identifies one or more of: a task, a file or a deal. ### Claim 5 (depends on 1) The system of claim 1, wherein the notification data is associated with a request to join a secure portal automatically created when a user shares a file with a customer. ### Claim 6 (depends on 1) The system of claim 1, wherein a feed item identifies one or more of: a contact, an account, an opportunity, a lead, a report, a dashboard, an instant messenger, an email service, workability on a device, mobile access, private messaging, lead management, a mass email template, social media monitoring, role-based sharing, role-based security or storage. ### Claim 7 (depends on 1) The system of claim 1, wherein a feed item identifies one or more apps providing support operations for business management and providing a link to a video. ### Claim 8 A computer program product comprising computer-readable program code capable of being executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configurable to cause: obtaining information identifying a plurality of past events and a plurality of future events, the past events and the future events being associated with one or more of a plurality of database records stored in a database; providing feed data to a user device, the feed data capable of being processed by the user device, using one or more applications, to cause display or cause updating of display in a user interface of a plurality of feed items associated with the one or more database records, the feed items comprising a subset of past feed items representing the past events and a subset of future feed items representing the future events; processing notification data regarding a first future event associated with the one or more database records, the notification data identifying a future event date, a location and a user; and providing the notification data to the user device, the notification data capable of being processed by the user device to cause updating of the displayed feed items to represent the first future event as a designated future feed item according to the future event date, the designated future feed item configured to indicate the future event date, the location, and/or the user. ### Claim 9 (depends on 8) The computer program product of claim 8, wherein the user interface is capable of displaying a plurality of unique graphical indications, each graphical indication representing a different event. ### Claim 10 (depends on 8) The computer program product of claim 8, wherein the user interface is interactive to allow a user to view, add or change events. ### Claim 11 (depends on 8) The computer program product of claim 8, wherein a feed item identifies one or more of: a task, file or a deal. ### Claim 12 (depends on 8) The computer program product of claim 8, wherein the notification data is associated with a request to join a secure portal automatically created when a user shares a file with a customer. ### Claim 13 (depends on 8) The computer program product of claim 8, wherein a feed item identifies one or more of: a contact, an account, an opportunity, a lead, a report, a dashboard, an instant messenger, an email service, workability on a device, mobile access, private messaging, lead management, a mass email template, social media monitoring, role-based sharing, role-based security or storage. ### Claim 14 (depends on 8) The computer program product of claim 8, wherein a feed item identifies one or more apps providing support operations for business management and providing a link to a video. ### Claim 15 A method comprising: obtaining information identifying a plurality of past events and a plurality of future events, the past events and the future events being associated with one or more of a plurality of database records stored in a database; providing feed data to a user device, the feed data capable of being processed by the user device, using one or more applications, to cause display or cause updating of display in a user interface of a plurality of feed items associated with the one or more database records, the feed items comprising a subset of past feed items representing the past events and a subset of future feed items representing the future events; processing notification data regarding a first future event associated with the one or more database records, the notification data identifying a future event date, a location and a user; and providing the notification data to the user device, the notification data capable of being processed by the user device to cause updating of the displayed feed items to represent the first future event as a designated future feed item according to the future event date, the designated future feed item configured to indicate the future event date, the location, and/or the user. ### Claim 16 (depends on 15) The method of claim 15, wherein the user interface is capable of displaying a plurality of unique graphical indications, each graphical indication representing a different event. ### Claim 17 (depends on 15) The method of claim 15, wherein the user interface is interactive to allow a user to view, add or change events. ### Claim 18 (depends on 15) The method of claim 15, wherein a feed item identifies one or more of: a task, file or a deal. ### Claim 19 (depends on 15) The method of claim 15, wherein the notification data is associated with a request to join a secure portal automatically created when a user shares a file with a customer. ### Claim 20 (depends on 15) The method of claim 15, wherein a feed item identifies one or more of: a contact, an account, an opportunity, a lead, a report, a dashboard, an instant messenger, an email service, workability on a device, mobile access, private messaging, lead management, a mass email template, social media monitoring, role-based sharing, role-based security or storage.