Method and system for providing in-line scheduling in an on-demand service

• US 9,703,826 B2
• Filed: 03/18/2014
• Issued: 07/11/2017
• Est. Priority Date: 09/12/2008
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Swinson, Ian Price, Yerkes, Rowland W.
• Primary Examiner(s): Yi, Rinna
• Application Number:
  US14/218,719
• Publication Number:
  US 20140244638A1
• Time in Patent Office: 1,211 Days
• Field of Search: 715764, 715769, 715809, 715963, 715 718, 715 719, 715 724, 707736
• CPC Class Codes: G06F 16/24 Querying
• CPC Class Codes: G06F 16/275 Synchronous replication
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: Y10S 715/963 Calendar or scheduling

Abstract

In accordance with embodiments, there are provided mechanisms and methods for providing in-line scheduling in an on-demand service in a database system. These mechanisms and methods for providing in-line scheduling can enable embodiments to provide a multi-tenant database that stores client scheduling information, client customer contact information, and enables drag and drop event scheduling. In a multi-tenant database, a system for managing client customer contact information and event scheduling is established, which may be useful for a tenant that is a salesperson or that employs salespersons. The multi-tenant database may include a combined view application that provides for the simultaneous display of a calendar view and list view of contact information. The multi-tenant database may further include drag and drop functionality, allowing list view information to be dragged and dropped onto the calendar view for event scheduling. The ability of embodiments to provide drag and drop inline event scheduling can enable efficient calendaring of events by rapidly transferring relevant information onto a calendar.

Claims

1. A method for providing in-line scheduling in an on-demand service in a machine resident database system for a multi-tenant database system, the method comprising:

sending, to a user machine, a group of links to a corresponding group of views that may be chosen by a user;

receiving, at the machine resident database system for the multi-tenant database system, a request for an information view from the group of views, wherein the information view is for being presented to include multiple fields in a list showing information about contacts, accounts and other information stored in the machine resident database system for the multi-tenant database system, wherein each line of the information can be edited or deleted using selectable links and wherein the request for the information view is a selection of a link from the group of links that corresponds to the information view;

after the receiving of the request for the information view, sending the information view for display to the user machine of the user, the information view including a link to a calendar view;

receiving, at the machine resident database system for the multi-tenant database system, a request for the calendar view that is distinct from the information view, the request for the calendar view having been initiated by a selection of the link to the calendar view provided with the information view;

after receiving the request for the calendar view, sending the calendar view for display in-line with the information view such that the information view and the calendar view are distinct from one another and are viewable simultaneously in a horizontal arrangement within a same single window;

receiving, at the machine resident database system for the multi-tenant database system, a drag and drop feature-generated request from the user machine to schedule an event, wherein the request to schedule the event includes (i) selection information associated with a first location within the information view and associated with a selection using a user input device, and (ii) information representing moving and dropping the selection information to a second location within the calendar view; and

scheduling, by the machine resident database system for the multi-tenant database system, the event based on the received request to schedule the event.

2. The method of claim 1, wherein within the single window, there are multiple fields of the information view that are viewable simultaneously with multiple fields of the calendar view.

3. The method of claim 1,

wherein the receiving of the request includes receiving drag and drop information that is indicative of information related to when to schedule the event and information that is to be associated with the event, from the information view.

4. The method of claim 1, further comprising:

sending a dialogue box requesting event details in response to a request to schedule an event, the dialogue box having empty fields and fields automatically filled in by the machine resident database system with information from the information view.

5. The method of claim 1, wherein access to the calendar view is restricted by first requiring receipt of the request for the information view at the machine resident database system and then sending the information view in response to the user machine.

6. The method of claim 1, wherein the information view shows information stored in the machine resident database system including fields for at least one of telephone numbers and email addresses.

7. A method for in-line scheduling in an on-demand service by a client of a machine resident database system for a multi-tenant database system, the method comprising:

receiving, at a user machine, a group of links to a corresponding group of views that may be chosen by a user;

sending, to the machine resident database system for the multi-tenant database system, a request for an information view from the group of views, wherein the information view is for being presented to include multiple fields in a list showing information about contacts, accounts and other information stored in the machine resident database system for the multi-tenant database system, wherein each line of the information can be edited or deleted using selectable links and wherein the request for the information view is a selection of a link from the group of links that corresponds to the information view;

after the sending of the request for the information view, receiving the information view for display to the user machine of a user, the information view including a link to a calendar view;

sending, to the machine resident database system for the multi-tenant database system, a request for the calendar view by sending a selection of the link to the calendar view provided with the information view;

after sending the request for the calendar view, receiving the calendar view for display in-line with the information view, such that the information view and the calendar view are distinct from one another and are viewable simultaneously in a horizontal arrangement within a same single window; and

sending, to the machine resident database system for the multi-tenant database system, a drag and drop feature-generated request from the user machine to schedule an event, wherein the request to schedule the event includes (i) selection information associated with a first location within the information view and associated with a selection using a user input device, and (ii) information representing moving and dropping the selection information to a second location within the calendar view.

8. A non-transitory machine-readable medium storing thereon one or more instructions, which when implemented cause a processor to implement a method for providing in-line scheduling in an on-demand service in a machine resident database system for a multi-tenant database system, the method comprising:

sending to a user machine a group of links to a corresponding group of views that may be chosen by a user;

receiving at the machine resident database system for the multi-tenant database system, a request for an information view from the group of views, wherein the information view is for being presented to include multiple fields in a list showing information about contacts, accounts and other information stored in the machine resident database system for the multi-tenant database system, wherein each line of the information can be edited or deleted using selectable links, and wherein the request for the information view is a selection of a link from the group of links that corresponds to the information view;

after the receiving of the request for the information view, sending the information view for display to the user machine of the user, the information view including a link to a calendar view;

receiving, at the machine resident database system for the multi-tenant database system, a request for the calendar view that is distinct from the information view, the request for the calendar view having been initiated by a selection of the link to the calendar view provided with the information view;

after receiving the request for the calendar view, sending the calendar view for display in-line with the information view, such that the information view and the calendar view are distinct from one another and are viewable simultaneously in a horizontal arrangement within a same single window;

receiving, at the machine resident database system for the multi-tenant database system, a drag and drop feature-generated request from the user machine to schedule an event, wherein the request to schedule the event includes (i) selection information associated with a first location within the information view and associated with a selection using a user input device, and (ii) information representing moving and dropping the selection information to a second location within the calendar view; and

scheduling, by the machine resident database system for the multi-tenant database system, the event based on the received request to schedule the event.

9. The non-transitory machine-readable medium of claim 8, wherein within the single window, there are multiple fields of the information view that are viewable simultaneously with multiple fields of the calendar view.

10. The non-transitory machine-readable medium of claim 8,

wherein the receiving of the requests includes receiving drag and drop information that is indicative of information related to when to schedule the event and information that is to be associated with the event, from the information view.

11. The non-transitory machine-readable medium of claim 8, further comprising:

sending a dialogue box requesting event details in response to a request to schedule an event, the dialogue box having empty fields and fields automatically filled in by the machine resident database system with information from the information view.

12. The non-transitory machine-readable medium of claim 8, wherein access to the calendar view is restricted by first requiring receipt of the request for the information view at the machine resident database system for the multi-tenant database system and then sending the information view in response to the user machine.

13. A machine resident database system for a multi-tenant database system for providing in-line scheduling of an event, the machine resident database system comprising:

a processor system; and

a memory system, wherein the memory system includes one non-transitory machine readable medium, the memory system carrying one or more sequences of instructions which when implemented causes the processor system to implement a method including;

sending, to a user machine, a group of links to a corresponding group of views that may be chosen by a user;

receiving, at the machine resident database system for the multi-tenant database system, a request for an information view from the group of views, wherein the information view is for being presented to include multiple fields in a list showing information about contacts, accounts and other information stored in the machine resident database system for the multi-tenant database system, wherein each line of the information can be edited or deleted using selectable links and wherein the request for the information view is a selection of a link from the group of links that corresponds to the information view;

after the receiving of the request for the information view, sending the information view for display to the user machine of the user, the information view including a link to a calendar view;

receiving, at the machine resident database system for the multi-tenant database system, a request for the calendar view that is distinct from the information view, the request for the calendar view having been initiated by a selection of the link to the calendar view provided with the information view;

after receiving the request for the calendar view, sending the calendar view for display in-line with the information view, such that the information view and the calendar view are distinct from one another and are viewable simultaneously in a horizontal arrangement within a same single window;

receiving, at the machine resident database system for the multi-tenant database system, a drag and drop feature-generated request from the user machine to schedule an event, wherein the request to schedule the event includes (i) selection information associated with a first location within the information view and associated with a selection using a user input device, and (ii) information representing moving and dropping the selection information to a second location within the calendar view; and

scheduling, by the machine resident database system for the multi-tenant database system, the event based on the received request to schedule the event.

14. The machine resident database system of claim 13,

wherein the receiving of the request includes receiving drag and drop information that is indicative of the information related to when to schedule the event and information that is to be associated with the event, from the information view.

15. The machine resident database system of claim 13, the method further comprising:

sending a dialogue box requesting event details in response to a request to schedule an event, the dialogue box having empty fields and fields automatically filled in with information from the information view.

16. The machine resident database system of claim 13, wherein the information view includes a view showing information about sales leads.

17. The machine resident database system of claim 13, wherein access to the calendar view is restricted by first requiring receipt of a request for the information view and sending the information view in response.