Systems and methods for exporting, publishing, browsing and installing on-demand applications in a multi-tenant database environment

• US 10,235,148 B2
• Filed: 06/27/2016
• Issued: 03/19/2019
• Est. Priority Date: 09/09/2005
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Brooks, David, Tucker, Lewis Wiley, Jasik, Benji, Mason, Timothy, Bezar, Eric David, Wong, Simon, Chasman, Douglas, Tzuo, Tien, Hansma, Scott, Gross, Adam, Tamm, Steven
• Primary Examiner(s): Cao, Phuong Thao
• Application Number:
  US15/194,418
• Publication Number:
  US 20170003947A1
• Time in Patent Office: 995 Days
• Field of Search: 707756
• CPC Class Codes: G06F 15/173 using an interconnection network, e.g. matrix, shuffle, pyramid, star, snowflake
• CPC Class Codes: G06F 16/176 Support for shared access to files; File sharing support
• CPC Class Codes: G06F 16/211 Schema design and management
• CPC Class Codes: G06F 16/214 Database migration support
• CPC Class Codes: G06F 16/2329 using versioning
• CPC Class Codes: G06F 16/24573 using data annotations, e.g. user-defined metadata
• CPC Class Codes: G06F 16/27 Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
• CPC Class Codes: G06F 16/283 Multi-dimensional databases or data warehouses, e.g. MOLAP or ROLAP
• CPC Class Codes: G06F 16/289 Object oriented databases
• CPC Class Codes: G06F 16/40 of multimedia data, e.g. slideshows comprising image and additional audio data retrieval of still image data G06F16/50; retrieval of audio data G06F16/60; retrieval of video data G06F16/70
• CPC Class Codes: G06F 16/904 Browsing; Visualisation therefor for navigating the web G06F16/954; browsing optimisation for the web G06F16/957
• CPC Class Codes: G06F 16/9566 URL specific, e.g. using aliases, detecting broken or misspelled links
• CPC Class Codes: G06F 16/972 Access to data in other repository systems, e.g. legacy data or dynamic Web page generation
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/0483 Interaction with page-structured environments, e.g. book metaphor
• CPC Class Codes: G06F 8/60 Software deployment
• CPC Class Codes: G06F 8/61 Installation
• CPC Class Codes: G06F 8/658 Incremental updates; Differential updates
• CPC Class Codes: H04L 12/50 Circuit switching systems, i.e. systems in which the path is physically permanent during the communication
• CPC Class Codes: H04L 63/1433 Vulnerability analysis
• CPC Class Codes: H04L 67/34 : involving the movement of software or configuration parameters network booting or remote initial program loading [RIPL] G06F9/4416

Abstract

In accordance with embodiments, there are provided mechanisms and methods for creating, exporting, viewing and testing, and importing custom applications in a multitenant database environment. These mechanisms and methods can enable embodiments to provide a vehicle for sharing applications across organizational boundaries. The ability to share applications across organizational boundaries can enable tenants in a multi-tenant database system, for example, to easily and efficiently import and export, and thus share, applications with other tenants in the multi-tenant environment.

Claims

1. A method for deploying a package onto at least one server of a hosted customer relationship management (CRM) online service provider system, the hosted CRM online service provider system being a multi-tenant system, where a target organization and a source organization are separate tenants of the hosted CRM online service provider system, the method including:

assembling a package created using a template to setup the package, the package including;

one or more files implementing a CRM solution, produced by the source organization to install onto the at least one server of a hosted CRM online service provider system for benefit of the target organization;

custom code that runs during or after installation of the package; and

at least one web format document specific to the package providing a description of package contents and to be displayed during at least one of at the beginning, or at the end of processing to install the one or more files of the package onto the at least one server of the hosted CRM online service provider system;

providing a package deployer tool;

providing the package for installing; and

allowing a user in the target organization to access and install the package using the package deployer tool onto the at least one server of the hosted CRM online service provider system.

2. The method of claim 1, further including:

configuring the package for export using a configuration migration tool.

3. The method of claim 1, wherein the one or more files includes an exported data file.

4. The method of claim 1, wherein the one or more files includes a flat file.

5. The method of claim 1, wherein providing the package for installation further comprises:

detecting a conflict between an existing object and a custom entity of the package being installed; and

blocking importing the custom entity.

6. The method of claim 1, wherein the providing the package for installation further comprises:

checking whether an importing user has appropriate organization permissions to import the package.

7. The method of claim 1, wherein the providing the package for installation further comprises:

prompting an importing user for a mapping between source organization specific references in the package to values appropriate to a recipient organization.

8. The method of claim 1, wherein the at least one web format document is in an HTML format.

9. The method of claim 1, wherein the at least one web format document includes a URL.

10. The method of claim 1, wherein the providing the package for installation further comprises:

checking a credential indicating whether an import user is authorized to import the package.

11. The method of claim 1, wherein the providing the package for installation further comprises:

locking a recipient organization during import thereby preventing inconsistent updates.

12. The method of claim 1, wherein the providing the package for installation further comprises:

copying setup data into a recipient in a development m ode, thereby enabling an import user to verify application functions prior to deploying an application to users.

13. The method of claim 1, wherein the providing the package for installation further comprises:

scanning the package for malicious functionality.

14. The method of claim 1, wherein providing the package for installation further comprises:

restricting an import user from changing setup data after the package is imported.

15. A computing system executing a setup wizard in communication with at least one server of a hosted customer relationship management (CRM) online service provider system, the hosted CRM online service provider system being a multi-tenant system, where a target organization and a source organization are separate tenants of the hosted CRM online service provider system, the computing system comprising:

a non-transitory computer-readable medium having stored therein the setup wizard; and

a processor coupled to the non-transitory computer-readable medium, the processor configured to;

execute the setup wizard, the setup wizard including;

a template based setup wizard running on a server configured to receive a request and, responsive to the request, prepare a package, wherein preparing the package further includes;

including one or more files implementing a CRM solution, produced by the source organization to install onto the at least one server of the hosted CRM online service provider system for benefit of the target organization;

including custom code that runs during or after installation of the package; and

generating at least one web format document specific to the package providing description of package contents and to be displayed during at least one of at the beginning, or at the end of processing to install the one or more files of the package onto the at least one server of the hosted CRM online service provider system;

provide a package deployer tool;

provide the package for installing; and

allow a user in the target organization to access and install the package using the package deployer tool onto the at least one server of the hosted CRM online service provider system.

16. A non-transitory computer readable medium storing a plurality of instructions for programming one or more processors to provide deploying a package onto at least one server of a hosted customer relationship management (CRM) online service provider system, the hosted CRM online service provider system being a multi-tenant system, where a target organization and a source organization are separate tenants of the hosted CRM online service provider system, the instructions, when executed on the one or more processors, implementing actions including:

assembling a package created using a template to setup the package, the package including;

one or more fries implementing a CRM solution, produced by the source organization to install onto the at least one server of the hosted CRM online service provider system for benefit of the target organization;

custom code that runs during or after installation of the package; and

at least one HTML format document specific to the package providing a description of package contents and to be displayed during at least one of at the beginning, or at the end of processing to install the one or more files of the package onto the at least one server of the hosted CRM online service provider system;

providing a package deployer tool;

providing the package for installing; and

allowing a user in the target organization to access and install the package using the package deployer tool onto the at least one server of the hosted CRM online service provider system.

17. The non-transitory computer readable medium of claim 16, further storing instructions that implement:

configuring the package for export using a configuration migration tool.

18. The non-transitory computer readable medium of claim 16, wherein the one or more files includes an exported data file.

19. The non-transitory computer readable medium of claim 16, wherein the providing the package for installation further comprises:

detecting a conflict between an existing object and a custom entity of the package being installed; and

blocking importing the custom entity.

20. The non-transitory computer readable medium of claim 16, wherein the providing the package for installation further comprises:

checking whether an importing user has appropriate organization permissions to import the package.

21. The non-transitory computer readable medium of claim 16, wherein the providing the package for installation further comprises:

prompting an importing user for a mapping between source organization specific references in the package to values appropriate to a recipient organization.