Systems and methods for creating custom actions

• US 9,529,488 B2
• Filed: 07/16/2013
• Issued: 12/27/2016
• Est. Priority Date: 03/15/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Beechuk, Scott D., Tamm, Steven, Kjellberg, Orjan, Krishnan, Arvind, Snyder, Benjamin, Ball, Luke A., Hale, Shannon, Nguyen, Khanh Kim P., Gradin, William, Mieritz, Anna Bonner, Maples, Beril Guvendik, Johnson, Gregg, Waite, Andrew, Moses, Evan Michael, Peng, Weiping, Perket, Scott Peter
• Primary Examiner(s): Augustine, Nicholas
• Application Number:
  US13/943,636
• Publication Number:
  US 20140282100A1
• Time in Patent Office: 1,260 Days
• US Class Current: 1/1
• CPC Class Codes: G06F 3/0481 based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06F 40/106 Display of layout of documents; Previewing
• CPC Class Codes: G06F 40/14 Tree-structured documents parsing G06F40/205; validation G06F40/226
• CPC Class Codes: G06F 40/143 Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 30/01 Customer relationship services
• CPC Class Codes: G06Q 50/01 Social networking
• CPC Class Codes: H04L 67/00 Network arrangements or protocols for supporting network services or applications user-to-user messaging H04L51/00; network arrangements, protocols or services for supporting real-time applications in data packet communications networks H04L65/00
• CPC Class Codes: H04L 67/10 in which an application is distributed across nodes in the network software deployment G06F8/60; multiprogramming arrangements G06F9/46
• 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
• CPC Class Codes: H04W 4/60 Subscription-based services using application servers or record carriers, e.g. SIM application toolkits

Abstract

Disclosed are methods, apparatus, systems, and computer readable storage media for interacting with one or more data objects in an online social network. A user interface includes a publisher with a custom action. The custom action is defined in accordance with custom action instructions provided by a first entity via an application programming interface (API). Such custom action instructions may declaratively or programmatically define the data object, the interaction to be performed with the data object, and other attributes associated with the custom action. A user may request to interact with the data object via selection of the custom action by a second entity. Information may be submitted through the publisher to interact with the data object to update a database system associated with the data object. A feed item may be presented for inclusion in the information feed based on the update.

Claims

1. A system for generating database records via a publisher configurable to share feed items to a feed of a social networking system, the system comprising:

a database system implemented using a server system, the database system configurable to cause;

displaying, in a user interface on a display of a device of a user of the social networking system, a publisher configurable to share feed items to a feed of a social networking system, the publisher comprising;

an input area capable of receiving text,

a first selection operable to cause the text to be shared in the feed as a feed item, and

a custom action operable to cause database records to be generated in accordance with custom action instructions, the custom action instructions being definable and configurable only by authorized users of the social networking system;

processing a request, received via the custom action from the user, to generate a first database record for storage in a database of the database system;

automatically generating, in accordance with the request, the first database record for storage in the database of the database system; and

automatically generating and sharing, responsive to generating the first database record, a first feed item in the feed, the first feed item indicating that the first database record has been generated.

2. The system of claim 1, wherein the first database record is a customer relationship management (CRM) object, wherein the CRM object is one of:

a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, a custom object, and a Visualforce page.

3. The system of claim 1, wherein the custom action is displayed in the user interface in as a button selectable by the user.

4. The system of claim 1, the database system further configurable to cause:

defining one or more page types configured to display the custom action for selection in the publisher.

5. The system of claim 1, wherein selection of the custom action is caused in response to a user input from a user interface component outside of the publisher.

6. The system of claim 5, the database system further configurable to cause:

processing a search query;

displaying, responsive to processing the search query, the user interface component in the user interface.

7. The system of claim 1, wherein the publisher further comprises:

one or more publisher extensions;

and

a publisher space associated with selection of the one or more publisher extensions or the custom action, and configured to provide information for one or more data fields associated with the first database record.

8. The system of claim 7, wherein the publisher further comprises:

a message body configured to receive message content to be provided in the first feed item.

9. The system of claim 7, the database system further configurable to cause:

defining a page layout of the custom action in the publisher, wherein the page layout represents an arrangement of the custom action relative to the one or more publisher extensions in the publisher.

10. The system of claim 7, the database system further configurable to cause:

defining an action layout of the one or more data fields associated with the first database record in the publisher, wherein the action layout represents an arrangement of the one or more data fields in the publisher space.

11. The system of claim 1, wherein the first database record is an updated version of a second database record stored in the database of the database system, and wherein generating the first database record comprises replacing the second database record with the first database record.

12. The system of claim 1, the database system further configurable to cause:

determining, responsive to processing the request, that the user has permission to generate the first database record.

13. The system of claim 1, the database system further configurable to cause:

defining, based on a further request from one of the authorized users, the custom action instructions, the custom action instructions being configured to define a plurality elements associated with the first database record, the plurality of elements including one or more data fields associated with the first database record.

14. The system of claim 13, wherein the custom action instructions are further configured to define one or more validation rules associated with each of the one or more data fields, wherein each of the validation rules establish limits to user-defined values within each of the one or more data fields.

15. The system of claim 13, wherein the custom action instructions are further configured to define a page layout of the custom action in the publisher, wherein the page layout represents an arrangement of the custom action relative to one or more publisher actions in the publisher, and the custom action instructions are further configured to define an action layout of the one or more data fields in the publisher, wherein the action layout represents an arrangement of the one or more data fields in the publisher.

16. The system of claim 1, wherein the custom action instructions are configured to define one or more publisher extensions for inclusion in the publisher with the custom action.

17. The system of claim 1, the database system further configurable to cause:

identifying one or more entities cross-referenced with the first feed item; and

sharing the first feed item, responsive to identifying the one or more entities cross-referenced with the first feed item, in one or more feeds of the one or more entities cross-referenced with the first feed item.

18. A method for generating database records via a publisher configurable to share feed items to a feed of a social networking system, the method comprising:

causing display of, in a user interface on a display of a device of a user of the social networking system, a publisher configurable to share feed items to a feed of a social networking system, the publisher comprising;

an input area capable of receiving text,

a first selection operable to cause the text to be shared in the feed as a feed item, and

a custom action operable to cause database records to be generated in accordance with custom action instructions, the custom action instructions being definable and configurable only by authorized users of the social networking system;

processing a request, received via the custom action from the user, to generate a first database record for storage in a database of a database system;

automatically generating, in accordance with the request, the first database record for storage in the database of the database system; and

automatically generating and sharing, responsive to generating the first database record, a first feed item in the feed, the first feed item indicating that the first database record has been generated.

19. The method of claim 18, wherein the first database record is a customer relationship management (CRM) object, wherein the CRM object is one of:

a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, a custom object, and a Visualforce page.

20. The method of claim 18, wherein the custom action is displayed in the user interface in as a button selectable by the user.

21. The method of claim 18, further comprising:

defining one or more page types configured to display the custom action for selection.

22. The method of claim 18, wherein selection of the custom action is caused in response to a user input from a user interface component outside of the publisher.

23. The method of claim 18, further comprising:

determining, responsive to processing the request, that the user has permission to generate the first database record.

24. The method of claim 18, further comprising:

receiving the custom action instructions from one of the authorized users, wherein the custom action instructions are configured to define a plurality elements associated with the first database record, the plurality of elements including one or more data fields associated with the first database record.

25. The method of claim 24, wherein the custom action instructions are further configured to define a page layout of the custom action in the publisher, wherein the page layout represents an arrangement of the custom action relative to one or more publisher extensions in the publisher, and the custom action instructions are further configured to define an action layout of the one or more data fields in the publisher, wherein the action layout represents an arrangement of the one or more data fields in the publisher.

26. A computer program product comprising computer-readable program code capable of being executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configurable to cause:

displaying, in a user interface on a display of a device of a user of a social networking system, a publisher configurable to share feed items to a feed of a social networking system, the publisher comprising;

an input area capable of receiving text,

a first selection operable to cause the text to be shared in the feed as a feed item, and

a custom action operable to cause database records to be generated in accordance with custom action instructions, the custom action instructions being definable and configurable only by authorized users of the social networking system;

processing a request, received via the custom action from the user, to generate a first database record for storage in a database of a database system;

automatically generating, in accordance with the request, the first database record for storage in the database of the database system; and

automatically generating and sharing, responsive to generating the first database record, a first feed item in the feed, the first feed item indicating that the first database record has been generated.

27. The computer program product of claim 26, wherein the first database record is a customer relationship management (CRM) object, wherein the CRM object is one of:

a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, a custom object, and a Visualforce page.