COMPUTER IMPLEMENTED METHODS AND APPARATUS FOR CUSTOMIZING A DATA INTERFACE IN AN ON-DEMAND SERVICE ENVIRONMENT

• US 20150020010A1
• Filed: 07/09/2014
• Published: 01/15/2015
• Est. Priority Date: 07/15/2013
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Hale, Shannon, Reynolds-Flatt, Cameron, Putinski, Adam James
• Granted Patent: US 9,600,155 B2
• Time in Patent Office: Days
• US Class Current: 715/765
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06F 8/65 Updates security arrangements therefor G06F21/57
• CPC Class Codes: G06F 9/451 Execution arrangements for user interfaces

Abstract

Disclosed are methods, apparatus, systems, and computer program products for customizing a data interface in an on-demand service environment. In some implementations, a computing device provides an application for customizing a data interface displayable on a plurality of display devices having different form factors, the application providing one or more configurable templates. The computing device receives a selection of a template and provides for display a configuration interface of the application displaying one or more components arranged according to the selected template. The computing device receives a request to display a preview of the data interface at a display dimension corresponding to a display device, the display device having a form factor. The computing device determines, based on the requested display dimension, a display configuration for the components of the data interface and provides for display in the configuration interface the components according to the determined display configuration.

Claims

1. A system comprising:

one or more processors configured to cause one or more computing devices to;

provide an application for customizing a data interface in an on-demand service environment, the application providing one or more configurable templates, the data interface displayable on a plurality of display devices having different form factors;

receive a selection of a template of the one or more configurable templates;

provide for display a configuration interface of the application, the configuration interface displaying one or more components arranged according to the selected template;

receive a request to display a preview of the data interface at a display dimension corresponding to a display device of the plurality of display devices, the display device having a form factor;

determine, based on the requested display dimension, a display configuration for the one or more components on the data interface; and

provide for display in the configuration interface the one or more components according to the determined display configuration.

2. The system of claim 1, the one or more processors further configured to cause one or more computing devices to:

responsive to an instruction to create an additional component, the instruction identifying a location in the configuration interface to display the requested additional component, display the additional component in the configuration interface at the requested location.

3. The system of claim 2, the instruction to create the additional component identifying one or more records stored in a database of the on-demand service environment, the additional component configured to display record information of the identified one or more records.

4. The system of claim 1, wherein the configuration interface includes a feed component containing a preview of a social networking feed and one or more publisher actions.

5. The system of claim 4, the one or more processors further configured to cause one or more computing devices to:

receive a request to configure the feed component; and

responsive to an instruction to add a publisher action to the feed component, display the publisher action in the feed component.

6. The system of claim 5, the publisher action being one of:

publishing a post, attaching a file, publishing a link, publishing a poll, logging a phone call, creating a record, and updating a record.

7. The system of claim 1, a first display configuration being associated with a first display dimension of the configuration interface, a second display configuration being associated with a second display dimension of the configuration interface, the second display dimension being greater than the first display dimension.

8. The system of claim 7, wherein determining the display configuration for the one or more components of the data interface comprises:

determining that the requested display dimension exceeds the first display dimension and does not exceed the second display dimension; and

displaying the one or more components according to the first display configuration.

9. The system of claim 7, wherein determining the display configuration for the one or more components of the data interface comprises:

determining that the requested display dimension exceeds the first and second display dimensions; and

displaying the one or more components according to the second display configuration.

10. The system of claim 1, the method further comprising:

responsive to a request to configure one or more properties of a first component of the one or more components, dynamically updating the display of the first component in the configuration interface according to the request.

11. The system of claim 10, the one or more properties being one or more of:

a title for the component, a display size of the component, one or more data objects of the on-demand service environment to be displayed in the component, one or more attribute fields of the data objects to be displayed in the component, and a maximum or minimum number of items to display in the component.

12. The system of claim 1, wherein determining the display configuration and providing for display the one or more components of the configuration interface are performed in near real-time in response to receiving the request to display the preview of the data interface.

13. The system of claim 1, each of the different form factors corresponding to one of:

a desktop display, a laptop display, a tablet display, a smartphone display, a smartwatch display, or other mobile device display.

14. The system of claim 1, the requested display dimension being one of:

a display width, a display height, a display depth, and a ratio of one or more display dimensions.

15. The system of claim 1, the determined display configuration including one or more of:

an order in which the one or more components are to be displayed, sizes of text and images for the one or more components, a designation of which of the one or more components are to be displayed or hidden, a number of columns to utilize in the data interface for displaying the one or more components.

16. The system of claim 1, wherein the requested display dimension corresponds to a form factor of a mobile device, wherein the determined display configuration identifies for display one or more of the components as mobile components configured to be displayed on a mobile device.

17. A computer implemented method of customizing a data interface in an on-demand service environment, the method comprising:

providing, at a computing device, an application for customizing a data interface in an on-demand service environment, the application providing one or more configurable templates, the data interface displayable on a plurality of display devices having different form factors;

receiving a selection of a template of the one or more configurable templates;

providing for display, at a display device of the computing device, a configuration interface of the application, the configuration interface displaying one or more components arranged according to the selected template;

receiving a request to display a preview of the data interface at a display dimension corresponding to a display device of the plurality of display devices, the display device having a form factor;

determining, based on the requested display dimension, a display configuration for the one or more components on the data interface; and

providing for display in the configuration interface the one or more components according to the determined display configuration.

18. The method of claim 17, the method further comprising:

responsive to an instruction to create an additional component, the instruction identifying a location in the configuration interface to display the requested additional component, displaying the additional component in the configuration interface at the requested location.

19. A computer program product comprising computer-readable program code to be executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code including instructions to:

provide an application for customizing a data interface in an on-demand service environment, the application providing one or more configurable templates, the data interface displayable on a plurality of display devices having different form factors;

receive a selection of a template of the one or more configurable templates;

provide for display a configuration interface of the application, the configuration interface displaying one or more components arranged according to the selected template;

receive a request to display a preview of the data interface at a display dimension corresponding to a display device of the plurality of display devices, the display device having a form factor;

determine, based on the requested display dimension, a display configuration for the one or more components on the data interface; and

provide for display in the configuration interface the one or more components according to the determined display configuration.

20. The computer program product of claim 19, the program code further including instructions to:

responsive to an instruction to create an additional component, the instruction identifying a location in the configuration interface to display the requested additional component, display the additional component in the configuration interface at the requested location.