PRESENTING DATA ON A MOBILE DEVICE IN COMMUNICATION WITH AN ON-DEMAND DATABASE SYSTEM

• US 20150052445A1
• Filed: 07/31/2014
• Published: 02/19/2015
• Est. Priority Date: 08/15/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Villamor, Craig, Schroeder, Jason, Vogt, James David
• Granted Patent: US 9,921,724 B2
• Time in Patent Office: Days
• US Class Current: 715/739
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 3/0484 for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
• CPC Class Codes: H04L 67/535 Tracking the activity of the user network monitoring arrangements H04L43/00; recording of computer activity G06F11/34
• CPC Class Codes: H04W 4/21 for social networking applications

Abstract

Disclosed are methods, systems, and computer program products for presenting data on a mobile device in communication with an on-demand database system. In some implementations, a mobile device receives information identifying one or more data objects stored in the on-demand database system based on captured behavioral data for a user of the mobile device. The captured behavioral data may be based on interactions with the one or more data objects. The mobile device provides the information for display in a user interface for a mobile application. The mobile device provides for display a subset of a plurality of information items in the user interface, the plurality of information items provided from the on-demand database system, the subset determined based on the identified one or more data objects and based on user input received via the user interface. In some implementations, the user input comprises a selected type of data object.

Claims

1. A mobile device configured to present data, the mobile device in communication with an on-demand database system, the mobile device comprising:

a display configured to display a user interface for a mobile application, the user interface configured to present a plurality of information items provided from the on-demand database system;

one or more processors operable to;

receive information identifying one or more data objects stored in the on-demand database system, the one or more data objects identified based on captured behavioral data for a user of the mobile device, the captured behavioral data based on interactions with the one or more data objects;

provide the information identifying the one or more data objects in the user interface on the display, the information identifying the data objects by type; and

provide a subset of the plurality of information items in the user interface on the display, the subset determined based on the identified one or more data objects and based on user input received via the user interface, the user input comprising a selected type of data object.

2. The mobile device of claim 1, the one or more processors further operable to:

receive a request to search the subset of the plurality of information items, each information item in the subset having the selected type, the request including a search term;

retrieve a result set of data objects based on the request, each data object in the result set including the search term and having the selected type; and

provide information identifying, at least in part, the result set of data objects in the user interface on the display.

3. The mobile device of claim 2, the one or more processors further operable to:

receive a selection of one of the result set of data objects identified in the user interface; and

provide an information item comprising object information for the selected data object in the user interface on the display.

4. The mobile device of claim 1, wherein the one or more data objects are identified in the user interface in a sequential order, the sequential order based at least in part on one or more selections by the user of one or more data objects for inclusion in the user interface, the one or more selections having been made using a first computing device different from the mobile device.

5. The mobile device of claim 4, wherein the sequential order is based at least in part on an order of the one or more selections.

6. The mobile device of claim 4, wherein the sequential order is based at least in part on a number of times of interaction by the user with the one or more data objects.

7. The mobile device of claim 1, wherein the mobile device is one of:

a smartphone, a tablet, a laptop, a wearable device, a cell phone, or a personal digital assistant (PDA).

8. A system configured to present data, the system comprising:

a server configured to host an on-demand database system; and

a client machine comprising;

a display configured to display a user interface for the mobile application, a storage medium, and one or more processors operable to;

identify a user of the on-demand database system, the user associated with a mobile application of the client machine, the user interface configured to present a plurality of information items;

identify one or more data objects stored in the on-demand database system, the one or more data objects identified based on captured behavioral data for the user, the captured behavioral data based on interactions with the one or more data objects;

provide information identifying the one or more data objects for display in the user interface at the client machine, the information identifying the data objects by type; and

provide a subset of the plurality of information items for display in the user interface at the client machine, the subset determined based on the identified one or more data objects and based on user input received via the user interface, the user input comprising a selected type of data object.

9. The system of claim 8, the one or more processors further operable to:

receive a request to search the subset of the plurality of information items, each information item in the subset having the selected type, the request including a search term;

retrieve a result set of data objects based on the request, each data object in the result set including the search term and having the selected type; and

provide information identifying, at least in part, the result set of data objects in the user interface at the client machine.

10. The system of claim 8, the one or more processors further operable to:

identify one or more additional data objects based on a search request received via the user interface; and

provide information identifying the one or more additional data objects for display in the user interface at the client machine.

11. The system of claim 8, wherein the interactions comprise one or more of:

accessing data of a data object, updating an attribute of a data object, updating an attribute of a child object associated with a data object, creating a data object, deleting a data object, searching data objects having a first type, or advancing a workflow associated with a data object.

12. The system of claim 8, wherein the one or more data objects are identified in the user interface in a sequential order, the sequential order based at least in part on one or more selections by the user of one or more data objects for inclusion in the user interface, the one or more selections having been made using a first computing device different from the client machine.

13. The system of claim 12, wherein the sequential order is based at least in part on an order of the one or more selections.

14. The system of claim 12, wherein the sequential order is based at least in part on a number of times of interaction by the user with the one or more data objects.

15. The system of claim 12, the first computing device being one of a desktop computer, a laptop computer, and a mobile device interacting with the on-demand database system via a web application different from the mobile application.

16. The system of claim 8, wherein each of the one or more data objects is a customer relationship management (CRM) record stored in a database associated with a business organization, the CRM record being one of:

a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, or a custom object.

17. A computer implemented method for presenting data, the method comprising:

identifying a user of an on-demand database system, the user associated with a mobile application of a mobile device, the mobile device configured to display a user interface for the mobile application, the user interface configured to present a plurality of information items;

identifying one or more data objects stored in the on-demand database system, the one or more data objects identified based on captured behavioral data for the user, the captured behavioral data based on interactions with the one or more data objects;

providing information identifying the one or more data objects for display in the user interface at the mobile device, the information identifying the data objects by type; and

providing a subset of the plurality of information items for display in the user interface at the mobile device, the subset determined based on the identified one or more data objects and based on user input received via the user interface, the user input comprising a selected type of data object.

18. The computer implemented method of claim 17, the method further comprising:

receiving a request to search the subset of the plurality of information items, each information item in the subset having the selected type, the request including a search term;

retrieving a result set of data objects based on the request, each data object in the result set including the search term and having the selected type; and

providing information identifying, at least in part, the result set of data objects in the user interface at the mobile device.

19. The computer implemented method of claim 17, wherein the one or more data objects are identified in the user interface in a sequential order, the sequential order based at least in part on one or more selections by the user of one or more data objects for inclusion in the user interface, the one or more selections having been made using a first computing device different from the mobile device.

20. A computer program product comprising computer-readable program code to be executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code including instructions configured to cause:

identifying a user of an on-demand database system, the user associated with a mobile application of a mobile device, the mobile device configured to display a user interface for the mobile application, the user interface configured to present a plurality of information items;

identifying one or more data objects stored in the on-demand database system, the one or more data objects identified based on captured behavioral data for the user, the captured behavioral data based on interactions with the one or more data objects;

providing information identifying the one or more data objects for display in the user interface at the mobile device, the information identifying the data objects by type; and

providing a subset of the plurality of information items for display in the user interface at the mobile device, the subset determined based on the identified one or more data objects and based on user input received via the user interface, the user input comprising a selected type of data object.

21. The computer program product of claim 20, the instructions further configured to cause:

receiving a request to search the subset of the plurality of information items, each information item in the subset having the selected type, the request including a search term;

retrieving a result set of data objects based on the request, each data object in the result set including the search term and having the selected type; and

providing information identifying, at least in part, the result set of data objects in the user interface at the mobile device.

22. The computer program product of claim 20, wherein the one or more data objects are identified in the user interface in a sequential order, the sequential order based at least in part on one or more selections by the user of one or more data objects for inclusion in the user interface, the one or more selections having been made using a first computing device different from the mobile device.