Method and system for synchronizing data between a database system and its client applications

• US 9,842,116 B2
• Filed: 06/27/2014
• Issued: 12/12/2017
• Est. Priority Date: 06/27/2014
• Status: Active Grant

• Current Assignee: Veeva Systems Incorporated
• Original Assignee: Veeva Systems Incorporated
• Inventors: Pimprikar, Abhay, Wright, David, Hartley, Jay, Chiang, Cindy, Reich, Uri
• Primary Examiner(s): CHEEMA, AZAM M
• Application Number:
  US14/318,281
• Publication Number:
  US 20150379037A1
• Time in Patent Office: 1,264 Days
• CPC Class Codes: G06F 16/178 Techniques for file synchronisation in file systems
• CPC Class Codes: G06F 16/273 Asynchronous replication or reconciliation
• CPC Class Codes: G06F 21/6227 where protection concerns the structure of data, e.g. records, types, queries
• CPC Class Codes: H04L 67/01 Protocols
• CPC Class Codes: H04L 67/1095 Replication or mirroring of data, e.g. scheduling or transport for data synchronisation between network nodes

Abstract

Systems and methods for synchronizing data between a database system and its client applications are provided. After a regular synchronization, objects'"'"' records on a user computing device may be checked against a new sharing rule. Newly shared records may be synced down to the user computing device regardless of timestamps, and all records which the user no longer has access to may be removed from the user computing device. Consequently, data on the user computing device complies with the new sharing rule.

Claims

1. A computer-implemented method for synchronizing data between a database system and a client database for a client application on a user computing device, the method comprising:

determining if enhanced synchronization is enabled for a first object, wherein the first object was downloaded to the client database according to a first protocol for controlling access to the database system;

when enhanced synchronization is enabled for the first object, performing a regular synchronization for updating the first object in the client database according to the first protocol for controlling access to the database system;

determining that the first protocol for controlling access to the database system is replaced with a second protocol for controlling access to the database system; and

performing the enhanced synchronization according to the second protocol for controlling access to the database system, wherein the enhanced synchronization comprises;

determining ID of the first object;

querying the database system for ID of at least one object which should be downloaded to the client database according to the second protocol for controlling access to the database;

determining if the ID of the at least one object includes a new ID which is different from the ID of the first object; and

when the ID of the at least one object includes the new ID, querying the database system for an object with the new ID, and downloading the object with the new ID to the client database,

wherein the database system is a customer relationship management (“

CRM”

) system and the first object is a data object in the CRM system.

2. The method of claim 1, further comprising:

determining if the ID of the first object matches any ID of the at least one object; and

when the ID of the first object does not match any ID of the at least one object, deleting the first object from the client database.

3. The method of claim 1, wherein the regular synchronization is an incremental synchronization, and changes since the last synchronization are downloaded to the client database.

4. The method of claim 1, wherein the regular synchronization is selected from full object synchronization, top level object synchronization, related to top level object synchronization and child and parent object synchronization.

5. The method of claim 1, wherein the first protocol for controlling access to the database system is based on a first sharing rule, and the second protocol for controlling access to the database system is based on a second sharing rule.

6. The method of claim 1, wherein the first protocol for controlling access to the database system is based on a private sharing model, and the second protocol for controlling access to the database system is based on a public sharing model.

7. The method of claim 1, further comprising:

storing closed loop marketing (“

CLM”

) content in the client database according to the first protocol for controlling access to the database system.

8. The method of claim 7, further comprising:

updating the CLM content in the client database according to the second protocol for controlling access to the database system when the enhanced synchronization is enabled.

9. The method of claim 1, further comprising:

storing analytics data in the client database according to the first protocol for controlling access to the database system.

10. The method of claim 9, further comprising:

updating analytics data according to the second protocol for controlling access to the database system when the enhanced synchronization is enabled.

11. The method of claim 1, wherein the enhanced synchronization is a full object synchronization.

12. The method of claim 1, wherein the regular synchronization starts before a preset schedule for the regular synchronization.

13. The method of claim 1, wherein the client application is a sales tool.

14. The method of claim 1, wherein the client application is a sales tool for marketing medical products.

15. The method of claim 1, further comprising:

receiving an instruction for enabling the enhanced synchronization for the first object.

16. The method of claim 15, wherein the instruction is received at an enhanced synchronization checkbox on the first object'"'"'s configuration record.

17. A computer-implemented method for synchronizing data between a database system and a client database for a client application on a user computing device, the method comprising:

performing a regular synchronization for updating a first object and a second object in the client database according to a first protocol for controlling access to the database system, wherein the first object and the second object were downloaded to the client database according to the first protocol for controlling access to the database system; and

when enhanced synchronization is enabled for the first object, determining that the first protocol for controlling access to the database system is replaced with a second protocol for controlling access to the database system, and performing the enhanced synchronization according to the second protocol for controlling access to the database system, wherein the enhanced synchronization comprises;

determining ID of the first object;

querying the database system for ID of at least one object which should be downloaded to the client database according to the second protocol for controlling access to the database;

determining if the ID of the first object matches any ID of the at least one object;

when the ID of the first object does not match any ID of the at least one object, deleting the first object from the client database;

determining if the ID of the at least one object includes a new ID which is different from the Ms of the first object and the second object; and

when the ID of the at least one object includes the new ID, querying the database system for an object with the new ID, and downloading the object with the new ID to the client database,

wherein the database system is a customer relationship management (“

CRM”

) system and the first object is a data object in the CRM system.

18. A system for synchronizing data between a database system and a client database for a client application on a user computing device, the system comprising:

a sync module in a processor in the database system which

receives an instruction for enabling enhanced synchronization for a first object, wherein the first object was downloaded to the client database in a memory in the user computing device according to a first protocol for controlling access to the database system;

determines if enhanced synchronization is enabled for the first object;

when the enhanced synchronization is enabled for the first object, performs a regular synchronization for updating the first object in the client database according to the first protocol for controlling access to the database system;

determines that the first protocol for controlling access to the database system is replaced with a second protocol for controlling access to the database system; and

performs the enhanced synchronization according to the second protocol for controlling access to the database system, wherein the enhanced synchronization comprises;

receiving a query for ID of at least one object which should be downloaded to the client database according to the second protocol for controlling access to the database;

querying the database system for the ID of at least one object; and

when the ID of the at least one object includes a new ID which is different from the ID of the first object, querying the database system for an object with the new ID, and transmitting the object with the new ID to the client database,

wherein the database system is a customer relationship management (“

CRM”

) system and the first object is a data object in the CRM system.