Associating objects in multi-tenant systems

• US 9,195,724 B2
• Filed: 02/09/2012
• Issued: 11/24/2015
• Est. Priority Date: 07/27/2011
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Mathrubootham, Ganesh, Lu, Qian, Chen, Lu Ping, Khatri, Shahid H., Kwong, Hui Fung Herman, Ghassemieh, Kayvaan
• Primary Examiner(s): BADAWI, ANGIE M
• Application Number:
  US13/369,858
• Publication Number:
  US 20130031496A1
• Time in Patent Office: 1,384 Days
• Field of Search: 715/764
• US Class Current: 1/1
• CPC Class Codes: G06F 16/25 Integrating or interfacing systems involving database management systems
• CPC Class Codes: G06F 3/048 Interaction techniques based on graphical user interfaces [GUI]

Abstract

Methods and systems are provided for associating objects in a database. An exemplary method involves identifying one or more objects in the database that are likely to be related to a first object in the database that is based on data obtained from a local application associated with a user and displaying the identified objects on a client device associated with the user. In exemplary embodiments, the identified objects are displayed in response to selection of a graphical user interface element enabling indication of a second object from among the one or more objects, wherein the first object is associated with the second object in the database after receiving indication of the second object. In one or more exemplary embodiments, the database is a multi-tenant database in a multi-tenant system providing instances of a virtual application to multiple tenants.

Claims

1. A method of associating objects in a database, the method comprising:

instantiating an activity object in the database that corresponds to data obtained from a first application associated with a user of a client device;

providing, within a second application on the client device, a first graphical user interface element enabling indication of a contact object in the database; and

after receiving indication of the contact object by the first graphical user interface element;

associating the activity object with the contact object in the database by modifying a contact association field of the activity object to indicate the contact object;

identifying one or more objects in the database that are likely to be related to the activity object in the database based on the contact object;

providing, within the second application on the client device, a second graphical user interface element displaying the one or more objects and enabling indication of an opportunity object from among the one or more objects; and

after receiving indication of the opportunity object of the one or more objects by the second graphical user interface element, associating the activity object with the opportunity object in the database by modifying an opportunity association field of the activity object to indicate the opportunity object.

2. The method of claim 1, wherein displaying the one or more objects comprises displaying, within the second application, a list including the one or more objects in response to selection of the second graphical user interface element.

3. The method of claim 2, wherein:

identifying the one or more objects comprises identifying a set of objects in the database associated with the contact object; and

the list includes the set of objects in response to selection of the second graphical user interface element after receiving indication of the contact object.

4. The method of claim 3, further comprising graphically indicating an association between the activity object, the contact object, and the opportunity object within the second application.

5. The method of claim 1, further comprising graphically indicating an association between the activity object and the opportunity object within the second application.

6. The method of claim 1, the contact object comprising a primary database object for association with the activity object, wherein identifying the one or more objects comprises identifying a set of objects in the database associated with the primary database object.

7. The method of claim 6, the opportunity object comprising a secondary database object for association with the activity object, wherein associating the activity object and the opportunity object comprises associating the activity object, the primary database object, and the secondary database object after receiving, via the second graphical user interface element, indication of the secondary database object from among the set of objects.

8. The method of claim 7, wherein:

the database comprises a multi-tenant database;

the first application comprises an e-mail application executing on the client device, the activity object being based on an e-mail obtained from the e-mail application; and

the second application comprises a virtual customer relationship management application provided within a browser application executing on the client device.

9. The method of claim 1, wherein identifying the one or more objects in the database that are likely to be related to the activity object in the database based on the contact object comprises querying the database to identify the one or more objects that are associated with the user that are also associated with the contact object.

10. The method of claim 1, wherein the one or more objects have different object types than the contact object.

11. The method of claim 1, wherein instantiating the activity object in the database comprises generating the activity object in the database having fields corresponding to content of the data obtained from the first application.

12. The method of claim 1, wherein:

associating the activity object with the contact object in the database further comprises modifying an activity association field of the contact object to indicate the activity object; and

associating the activity object with the opportunity object in the database comprises modifying an activity association field of the opportunity object to indicate the activity object.

13. A method of associating an activity object in a multi-tenant database in a multi-tenant system providing a virtual application over a network to a plurality of tenants, the method comprising:

instantiating the activity object in the multi-tenant database based on data obtained from a local application executing on a client device;

providing, by the virtual application within a second application executing on the client device, a first graphical user interface element enabling indication of a contact object in the multi-tenant database;

after receiving indication of the contact object by the first graphical user interface element;

associating the activity object with the contact object in the multi-tenant database by modifying a contact association field of the activity object to indicate the contact object;

identifying a set of objects in the multi-tenant database associated with the contact object that are likely to be related to the activity object;

providing, by the virtual application within the second application executing on the client device, a second graphical user interface element enabling indication of an opportunity object of the set of objects;

displaying, by the virtual application within the second application, the set of objects in response to selection of the second graphical user interface element; and

associating the activity object with the opportunity object in the multi-tenant database after receiving indication of the opportunity object from among the set of objects by modifying an opportunity association field of the activity object to indicate the opportunity object.

14. The method of claim 13, wherein identifying the set of objects comprises identifying a plurality of business objects in the multi-tenant database associated with the person object.

15. The method of claim 14, wherein:

identifying the set of objects further comprises identifying a subset of the plurality of business objects based on one or more relevancy criteria; and

displaying the set of objects comprises displaying only the subset of the plurality of business objects.

16. The method of claim 13, further comprising:

displaying, by the virtual application within the second application, a graphical representation of the opportunity object including an entry corresponding to the activity object, wherein the entry indicates an association between the activity object and the contact object.

17. The method of claim 13, further comprising displaying, by the virtual application within the second application, a graphical representation of the opportunity object, wherein the graphical representation of the opportunity object indicates an association with the activity object.

18. A computer system comprising a processor and a memory, wherein the memory comprises computer-executable instructions that, when executed by the processor, cause the computer system to:

instantiate an activity object in a database coupled to the computer system based on data obtained from a first application associated with a user;

provide, within a second application on a client device associated with the user, a first graphical user interface element enabling indication of a contact object in the database, the client device being coupled to the computer system over a network; and

after receiving indication of the contact object by the first graphical user interface element;

associate the activity object with the contact object in the database by modifying a contact association field of the activity object to indicate the contact object;

identify one or more objects in the database that are likely to be related to the activity object in the database based on the contact object;

provide, within the second application executing on the client device associated with the user, a second graphical user interface element enabling indication of an opportunity object from among the one or more objects, wherein the one or more objects are displayed within the second application in response to selection of the first graphical user interface element; and

associate the activity object with the opportunity object in the database after receiving indication of the opportunity object from among the one or more objects by the second graphical user interface element by modifying an opportunity association field of the activity object to indicate the opportunity object.