# US 12,602,625 B2 · Systems and methods for creating a rich social media profile > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,602,625 B2 - Document ID: US12602625B2 - Status: Granted - Kind: B2 - Application number: 18/923,053 - Filed: 2024-10-22 - Published: 2025-02-06 - Granted: 2026-04-14 - Earliest claimed: 2011-06-28 - Assignees: Salesforce, Inc. - Applicants: salesforce.com, inc. - Inventors: Tyler A. Ziemann - Web page: https://patentgrep.com/patent/US12602625B2 ## CPC - G06F 16/9535: Search customisation based on user profiles and personalisation - G06Q 10/00: Administration; Management - G06F 16/00: Information retrieval; Database structures therefor; File system structures therefor - G06Q 10/42: Determination of affinities or common interests between users - G06Q 30/02011: {Profiling or inferring profiles of users or market based on their behaviour} - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - 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 Disclosed are systems, apparatus, methods and computer-readable media for updating information stored in a database system over a network. In some implementations, first contact data is retrieved from a first virtual portion of a database system, where the first contact data provides first contact information associated with at least one entity. In some instances, the first contact data is compared with second contact data, where the second contact data provides second contact information associated with the at least one entity. In some instances, at least some of the second contact information is retrieved from a social networking system. In various implementations, at least one difference between the first contact data and the second contact data is identified, where the at least one difference is capable of being presented in a user interface displayed at a computer system. In some instances, a selection identifying contact data to store is received. ## Claims ### Claim 1 A system for managing customer data, the system comprising: a platform implemented using a server system comprising one or more processors in communication with one or more memory devices, the one or more processors configurable to cause: enabling, for an organization, unification of disparate customer data from a plurality of data sources into a data object capable of being processed to display a unified view of the customer data; performing a data unification process including: processing a selection of one or more of the data sources having a plurality of source fields identifying the customer data, determining which of the source fields to include, exclude, and merge in creating a unified customer profile, including determining a type of one or more source fields, the type indicating a purpose of the one or more source fields, and including, excluding, and merging sets of the determined source fields in creating the unified customer profile as the data object; and processing the data object to display the unified view of the customer data. ### Claim 2 (depends on 1) The system of claim 1, wherein performing the data unification process further includes: identifying the one or more source fields. ### Claim 3 (depends on 1) The system of claim 1, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic specified for one or more source fields. ### Claim 4 (depends on 1) The system of claim 1, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic associated with a date. ### Claim 5 (depends on 1) The system of claim 1, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic associated with a field for a table. ### Claim 6 (depends on 1) The system of claim 1, the one or more processors further configurable to cause: providing display data configured to be processed to display, in a user interface, the unified view of the customer data. ### Claim 7 A computer program product comprising a non-transitory computer-readable medium storing computer-readable program code to be executed by at least one processor, the program code comprising instructions configurable to cause: enabling, for an organization, unification of disparate customer data from a plurality of data sources into a data object capable of being processed to display a unified view of the customer data; performing a data unification process including: processing a selection of one or more of the data sources having a plurality of source fields identifying the customer data, determining which of the source fields to include, exclude, and merge in creating a unified customer profile, including determining a type of one or more source fields, the type indicating a purpose of the one or more source fields, and including, excluding, and merging sets of the determined source fields in creating the unified customer profile as the data object; and processing the data object to display the unified view of the customer data. ### Claim 8 (depends on 7) The computer program product of claim 7, wherein performing the data unification process further includes: identifying the one or more source fields. ### Claim 9 (depends on 7) The computer program product of claim 7, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic specified for one or more source fields. ### Claim 10 (depends on 7) The computer program product of claim 7, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic associated with a date. ### Claim 11 (depends on 7) The computer program product of claim 7, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic associated with a field for a table. ### Claim 12 (depends on 7) The computer program product of claim 7, the instructions further configurable to cause: providing display data configured to be processed to display, in a user interface, the unified view of the customer data. ### Claim 13 A computer-implemented method comprising: enabling, for an organization, unification of disparate customer data from a plurality of data sources into a data object capable of being processed to display a unified view of the customer data; performing a data unification process including: processing a selection of one or more of the data sources having a plurality of source fields identifying the customer data, determining which of the source fields to include, exclude, and merge in creating a unified customer profile, including determining a type of one or more source fields, the type indicating a purpose of the one or more source fields, and including, excluding, and merging sets of the determined source fields in creating the unified customer profile as the data object; and processing the data object to cause display of the unified view of the customer data. ### Claim 14 (depends on 13) The computer-implemented method of claim 13, wherein performing the data unification process further includes: identifying the one or more source fields. ### Claim 15 (depends on 13) The computer-implemented method of claim 13, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic specified for one or more source fields. ### Claim 16 (depends on 13) The computer-implemented method of claim 13, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic associated with a date. ### Claim 17 (depends on 13) The computer-implemented method of claim 13, wherein determining which of the source fields to include, exclude, and merge includes: identifying a value based on a characteristic associated with a field for a table.