Presenting data on a mobile device in communication with an on-demand database system

• US 9,921,724 B2
• Filed: 07/31/2014
• Issued: 03/20/2018
• Est. Priority Date: 08/15/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Villamor, Craig, Vogt, James David, Schroeder, Jason
• Primary Examiner(s): PHANTANA ANGKOOL, DAVID
• Application Number:
  US14/448,800
• Publication Number:
  US 20150052445A1
• Time in Patent Office: 1,328 Days
• Field of Search: 715739
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• 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 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

Abstract

Disclosed are methods, systems, and computer program products for presenting data on a mobile device in communication with an on-demand database system. In some implementations, a mobile device receives information identifying one or more data objects stored in the on-demand database system based on captured behavioral data for a user of the mobile device. The captured behavioral data may be based on interactions with the one or more data objects. The mobile device provides the information for display in a user interface for a mobile application. The mobile device provides for display a subset of a plurality of information items in the user interface, the plurality of information items provided from the on-demand database system, the subset determined based on the identified one or more data objects and based on user input received via the user interface. In some implementations, the user input comprises a selected type of data object.

Claims

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

providing a current computing session for a user to interact with a database system through the mobile application using the mobile device;

processing captured behavioral data indicating one or more behavioral characteristics exhibited by the user with one or more previous interactions by the user with a first subset of a plurality of data objects stored in a database of the database system, the previous interactions having occurred during a previous computing session in which the user interacted with the database system using a computing device different from the mobile device, the first subset of data objects being customer relationship management (CRM) records of a plurality of CRM record types;

retrieving information identifying the first subset of data objects as associated with the previous computing session;

displaying, in a user interface on a display of the mobile device, a presentation of the information identifying the first subset of data objects, the presentation comprising a list of the CRM record types of the first subset of data objects, each listed CRM record type being user-selectable via the mobile device;

processing user input selecting one of the listed CRM record types;

identifying a second subset of the first subset of data objects as being of the selected CRM record type;

displaying, in the user interface, a presentation of information identifying the second subset of data objects;

processing a user-submitted request to search the second subset of data objects, the request comprising a search term;

retrieving a result set of data objects based on the request, each data object in the result set satisfying the search term; and

displaying, in the user interface, information identifying the result set of data objects.

2. The computer program product of claim 1, the instructions further configurable to cause:

processing a selection of one of the result set of data objects identified in the user interface; and

displaying an information item comprising object information for the selected data object in the user interface on the display.

3. The computer program product of claim 1, wherein the first subset of data objects are identified in the user interface in a sequential order, the sequential order based at least in part on the captured behavioral data.

4. The computer program product of claim 3, wherein the sequential order is based at least in part on an order of one or more previous selections of the data objects in the first subset.

5. The computer program product of claim 1, wherein the captured behavioral data indicates a number of times of previous interactions by the user with the data objects in the first subset.

6. The computer program product of claim 1, wherein the mobile device is one of:

a smartphone, a tablet, a laptop, a wearable device, a cell phone, or a personal digital assistant (PDA).

8. The computer program product of claim 1, wherein the one or more previous interactions comprise one or more of:

accessing data of a data object, updating an attribute of a data object, updating an attribute of a child object associated with a data object, creating a data object, deleting a data object, searching data objects having a first type, or advancing a workflow associated with a data object.

13. The computer program product of claim 1, wherein the CRM record types comprise one or more of:

a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, or a custom object.

7. A system comprising:

a server associated with an on-demand database system; and

a mobile device comprising;

a display, one or more processors and a computer-readable medium storing computer-readable program code of a mobile application, the computer-readable program code capable of being executed by the one or more processors, the program code comprising instructions configurable to cause;

providing a current computing session for a user to interact with the database system through the mobile application using the mobile device;

processing captured behavioral data indicating one or more behavioral characteristics exhibited by the user with one or more previous interactions by the user with a first subset of a plurality of data objects stored in a database of the database system, the previous interactions having occurred during a previous computing session in which the user interacted with the database system using a computing device different from the mobile device, the first subset of data objects being customer relationship management (CRM) records of a plurality of CRM record types;

retrieving information identifying the first subset of data objects as associated with the previous computing session;

displaying, in a user interface on a display of the mobile device, a presentation of the information identifying the first subset of data objects, the presentation comprising a list of the CRM record types of the first subset of data objects, each listed CRM record type being user-selectable via the mobile device;

processing user input selecting one of the listed CRM record types;

identifying a second subset of the first subset of data objects as being of the selected CRM record type;

displaying, in the user interface, a presentation of information identifying the second subset of data objects;

processing a user-submitted request to search the second subset of data objects, the request comprising a search term;

retrieving a result set of data objects based on the request, each data object in the result set satisfying the search term; and

displaying, in the user interface, information identifying the result set of data objects.

9. The system of claim 7, wherein the first subset of data objects are identified in the user interface in a sequential order, the sequential order based at least in part on the captured behavioral data.

10. The system of claim 9, wherein the sequential order is based at least in part on an order of one or more previous selections of the data objects in the first subset.

11. The system of claim 7, wherein the captured behavioral data indicates a number of times of previous interactions by the user with the data objects in the first subset.

12. The system of claim 9, the computing device being one of a desktop computer, a laptop computer, or a further mobile device.

14. A computer implemented method comprising:

providing a current computing session for a user to interact with a database system through a mobile application using a mobile device;

processing captured behavioral data indicating one or more behavioral characteristics exhibited by the user with one or more previous interactions by the user with a first subset of a plurality of data objects stored in a database of the database system, the previous interactions having occurred during a previous computing session in which the user interacted with the database system using a computing device different from the mobile device, the first subset of data objects being customer relationship management (CRM) records of a plurality of CRM record types;

retrieving information identifying-the first subset of data objects as associated with the previous computing session;

causing display, in a user interface on a display of the mobile device, of a presentation of the information identifying the first subset of data objects, the presentation comprising a list of the CRM record types of the first subset of data objects, each listed CRM record type being user-selectable via the mobile device;

processing user input selecting one of the listed CRM record types;

identifying a second subset of the first subset of data objects as being of the selected CRM record type;

causing display, in the user interface, of a presentation of information identifying the second subset of data objects;

processing a user-submitted request to search the second subset of data objects, the request comprising a search term;

retrieving a result set of data objects based on the request, each data object in the result set satisfying the search term; and

causing display, in the user interface, of information identifying the result set of data objects.

15. The computer implemented method of claim 14, wherein the first subset of data objects are identified in the user interface in a sequential order, the sequential order based at least in part on the captured behavioral data.

16. The computer implemented method of claim 15, wherein the sequential order is based at least in part on an order of one or more previous selections of the data objects in the first subset.

17. The computer implemented method of claim 14, wherein the captured behavioral data indicates a number of times of previous interactions by the user with the data objects in the first subset.

18. The computer implemented method of claim 14, further comprising:

processing a selection of one of the result set of data objects identified in the user interface; and

displaying an information item comprising object information for the selected data object in the user interface on the display.

19. The computer implemented method of claim 14, wherein the one or more previous interactions comprise one or more of:

accessing data of a data object, updating an attribute of a data object, updating an attribute of a child object associated with a data object, creating a data object, deleting a data object, searching data objects having a first type, or advancing a workflow associated with a data object.

20. The computer implemented method of claim 14, wherein the CRM record types comprise one or more of:

a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, or a custom object.