Method, system, and computer program product for simulating an online session

• US 9,251,229 B2
• Filed: 02/29/2012
• Issued: 02/02/2016
• Est. Priority Date: 06/13/2002
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Hopkins, Christopher D.
• Primary Examiner(s): Tran, Quoc A
• Application Number:
  US13/409,026
• Publication Number:
  US 20120158909A1
• Time in Patent Office: 1,434 Days
• Field of Search: 715201-203, 715/736, 709/229, 709/239, 434/118, 434/362
• US Class Current: 1/1
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor
• CPC Class Codes: G06F 16/214 Database migration support
• CPC Class Codes: G06F 16/2372 Updates performed during offline database operations
• CPC Class Codes: G06F 16/2379 Updates performed during online database operations; commit processing
• 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 16/95 Retrieval from the web
• 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 41/145 involving simulating, designing, planning or modelling of a network
• CPC Class Codes: H04L 41/22 comprising specially adapted graphical user interfaces [GUI]
• CPC Class Codes: H04L 43/00 Arrangements for monitoring or testing data switching networks
• CPC Class Codes: H04L 63/08 for authentication of entities cryptographic mechanisms or cryptographic arrangements for entity authentication H04L9/32
• CPC Class Codes: H04L 63/102 Entity profiles
• CPC Class Codes: H04L 67/01 Protocols
• CPC Class Codes: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 67/14 Session management for real-time applications in data packet communications networks H04L65/1066
• CPC Class Codes: H04L 67/561 Adding application-functional data or data for application control, e.g. adding metadata
• CPC Class Codes: H04L 69/329 in the application layer [OSI layer 7]
• CPC Class Codes: H04L 9/40 Network security protocols

Abstract

A method and system for conducting an offline session simulating an online session between a client and server in a network environment. The client imports data and functional logic from the server prior to going offline. The imported functional logic is embedded into a format or document that is capable of being interpreted and performed by the local interface at the client that is used to interact with server during an online session. Whether offline or online, the user utilizes the same local interface at the client to transmit instructions to the functional logic in order to manipulate the data. In an offline session, such instructions cause the imported and embedded functional logic to execute, thereby manipulating the data that is imported at the client. Known synchronization methods may also be used In order to maintain consistency and coherency between the imported data at the client and the database at the server.

Claims

1. A computer program product embodied on a non-transitory computer readable medium, the computer program product including code adapted to be executed by a computer to perform a method comprising:

establishing, by a client device, a connection over a network with a remote system including at least one server, the connection allowing the client device, when online, to communicate with the remote system;

using the connection, initiating execution of functional logic at the remote system through a server API solution and an Extensible Markup Language remote procedure call (XML-RPC) to manipulate data in a database of the remote system;

sending, by the client to the remote system, a message requesting to enable an offline session;

responsive to the message, receiving by the client device from the remote system;

a portion of functional logic executable to access a user-specified portion of the data once such user-specified portion of the data is imported to the client device from the database, so that the client device can conduct the offline session in isolation by enabling the user to modify the user-specified portion of the data imported to the client device by using the imported functional logic,

a directory structure, and

the user specified portion of the data from the database, wherein the user-specified portion is selected from the database utilizing criteria defined by the user of the client device;

terminating, by the client device, the connection with the remote system in response to the client device being offline;

after the terminating of the connection with the remote system by the client device, establishing another connection with the remote system by the client device via the network when the client device returns online; and

performing, by the client device, a synchronization process with the remote system via the other connection by sending the modified data from the client device to the database of the remote system.

2. The computer program product of claim 1, wherein the data relates to customer relationship management.

3. The computer program product of claim 2, wherein the modified data that is sent to the database of the remote system includes created records newly created at the client device utilizing the functional logic.

4. The computer program product of claim 2, wherein the modified data that is sent to the database of the remote system includes updates to the records.

5. The computer program product of claim 1, wherein the data includes records.

6. The computer program product of claim 1, wherein the criteria is a filter.

7. The computer program product of claim 1, wherein the synchronization process is performed on demand.

8. The computer program product of claim 1, wherein the data is organized into categories, the categories including accounts, contacts, and opportunities.

9. A method comprising:

establishing, by a client device, a connection over a network with a remote system including at least one server, the connection allowing the client device, when online, to communicate with the remote system;

using the connection, initiating execution of functional logic at the remote system through a server API solution and an Extensible Markup Language remote procedure call (XML-RPC) to manipulate data in a database of the remote system;

sending, by the client to the remote system, a message requesting to enable an offline session;

responsive to the message, receiving by the client device from the remote system;

a portion of functional logic executable to access a user-specified portion of the data once such user-specified portion of the data is imported to the client device from the database, so that the client device can conduct the offline session in isolation by enabling the user to modify the user-specified portion of the data imported to the client device by using the imported functional logic,

a directory structure, and

the user specified portion of the data from the database, wherein the user-specified portion is selected from the database utilizing criteria defined by the user of the client device;

terminating, by the client device, the connection with the remote system in response to the client device being offline;

after the terminating of the connection with the remote system by the client device, establishing another connection with the remote system by the client device via the network when the client device returns online; and

performing, by the client device, a synchronization process with the remote system via the other connection by sending the modified data from the client device to the database of the remote system.

10. The method of claim 9, wherein the data relates to customer relationship management.

11. The method of claim 9, wherein the data includes records.

12. The method of claim 11, wherein the modified data that is sent to the database of the remote system includes created records newly created at the client device utilizing the functional logic.

13. The method of claim 11, wherein the modified data that is sent to the database of the remote system includes updates to the records.

14. The method of claim 9, wherein the criteria is a filter.

15. The method of claim 9, wherein the synchronization process is performed on demand.

16. The method of claim 9, wherein the data is organized into categories, the categories including accounts, contacts, and opportunities.

17. An apparatus, comprising:

at least one processor of a client device for;

establishing, by the client device, a connection over a network with a remote system including at least one server, the connection allowing the client device, when online, to communicate with the remote system;

using the connection, initiating execution of functional logic at the remote system through a server API solution and an Extensible Markup Language remote procedure call (XML-RPC) to manipulate data in a database of the remote system;

sending, by the client to the remote system, a message requesting to enable an offline session;

responsive to the message, receiving by the client device from the remote system;

a portion of functional logic executable to access a user-specified portion of the data once such user-specified portion of the data is imported to the client device from the database, so that the client device can conduct the offline session in isolation by enabling the user to modify the user-specified portion of the data imported to the client device by using the imported functional logic,

a directory structure, and

the user specified portion of the data from the database, wherein the user-specified portion is selected from the database utilizing criteria defined by the user of the client device;

terminating, by the client device, the connection with the remote system in response to the client device being offline;

after the terminating of the connection with the remote system by the client device, establishing another connection with the remote system by the client device via the network when the client device returns online; and

performing, by the client device, a synchronization process with the remote system via the other connection by sending the modified data from the client device to the database of the remote system.

18. The system of claim 17, wherein the data relates to customer relationship management.

19. The system of claim 17, wherein the data includes records.

20. The system of claim 19, wherein the modified data that is sent to the database of the remote system includes created records newly created at the client device utilizing the functional logic.

21. The system of claim 19, wherein the modified data that is sent to the database of the remote system includes updates to the records.

22. The system of claim 17, wherein the criteria is a filter.

23. The system of claim 17, wherein the synchronization process is performed on demand.

24. The system of claim 17, wherein the data is organized into categories, the categories including accounts, contacts, and opportunities.