System, method and computer program product for displaying a record as part of a selected grouping of data

• US 9,477,369 B2
• Filed: 11/12/2010
• Issued: 10/25/2016
• Est. Priority Date: 03/08/2010
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Schneider, Elena
• Primary Examiner(s): ULRICH, NICHOLAS S
• Application Number:
  US12/945,773
• Publication Number:
  US 20110219338A1
• Time in Patent Office: 2,174 Days
• Field of Search: 715/760, 715835-845, 707/999.009, 707/999.102, 707/E17.142, 707/802, 707/805, 709201-203, 709220-222, 345/335, 705/26.1
• US Class Current: 1/1
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor
• CPC Class Codes: G06F 16/21 Design, administration or maintenance of databases
• CPC Class Codes: G06F 16/252 between a Database Management System and a front-end application
• CPC Class Codes: G06F 16/33 Querying
• CPC Class Codes: G06F 3/048 Interaction techniques based on graphical user interfaces [GUI]
• CPC Class Codes: G06F 3/04817 using icons graphical or visual programming using iconic symbols G06F8/34
• 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: Y10S 715/968 interface for database querying and retrieval

Abstract

In accordance with embodiments, there are provided mechanisms and methods for displaying a record as part of a selected grouping of data, including for example, identifying a record of a multi-tenant on-demand database system, displaying a plurality of actions associated with the record, and displaying the record as part of a selected grouping of data within the system in response to the user selecting an option to view the record as part of a selected grouping included within the table of the record. These mechanisms and methods for displaying a record as part of a selected grouping of data can enable improved data access, simplify and expedite a user'"'"'s workflow, etc.

Claims

1. A computer program product embodied on a non-transitory computer readable medium, the computer program product including instructions adapted to be executed by a computer to cause the computer to perform operations comprising:

storing, in a database system, a plurality of records that includes a first record that is associated with a plurality of different contexts, each of which permits a different view of information in the first record;

storing, in the database system, a table associated with the first record that identifies the plurality of different contexts;

receiving, by the database system, a selection of the first record;

based on the information in the table, providing, by the database system to a client computer, information identifying a set of actions associated with the first record, wherein the information identifying the set of actions is displayable by the client computer to a user of the database system, and wherein the set of actions includes actions corresponding to at least two of the plurality of different contexts associated with the first record;

receiving, by the database system, an indication of one of the set of actions that corresponds to a particular one of the plurality of different contexts and

providing, by the database system according to the indicated action, data to the client computer that is usable to display a view of information in the first record according to the particular context.

2. The computer program product of claim 1, wherein the selection is received via a graphical user interface.

3. The computer program product of claim 1, wherein the set of actions includes adding the first record to an object.

4. The computer program product of claim 1, wherein the set of actions includes building a chart utilizing the first record.

5. The computer program product of claim 1, wherein the set of actions includes performing one or more calculations on the first record.

6. The computer program product of claim 1, wherein the plurality of different contexts includes one or more objects within which to view the first record.

7. The computer program product of claim 6, wherein the one or more objects include one or more of the following objects:

account, opportunity, contact, campaign.

8. A method, comprising:

storing, in a database system, a plurality of records that includes a first record that is associated with a plurality of different contexts, each of which permits a different view of information in the first record;

storing, in the database system, a table associated with the first record that identifies the plurality of different contexts;

receiving, by the database system, a selection of the first record;

based on the information in the table, providing, by the database system to a client computer, information identifying a set of actions associated with the first record, wherein the information identifying the set of actions is displayable by the client computer to a user of the database system, and wherein the set of actions includes actions corresponding to at least two of the plurality of different contexts associated with the first record;

receiving, by the database system, an indication of one of the set of actions that corresponds to a particular one of the plurality of different contexts and

providing by the database system according to the indicated action, data to the client computer that is usable to display a view of information in the first record according to the particular context.

9. The method of claim 8, further comprising:

responsive to the first record being added to an additional context, storing in the table information identifying the additional context.

10. The method of claim 9, further comprising updating the data provided to the client computer in response to the first record being added to an additional context.

11. The method of claim 8, wherein the database system is a multi-tenant database system.

12. The method of claim 8, wherein the selection of the first record is received via a graphical user interface.

13. The method of claim 12, wherein the selection includes an indication that an icon associated with the first record has been selected.

14. The method of claim 12, wherein the providing to the client computer information identifying the set of actions associated with the first record is performed in response to the receiving the selection of the first record via the graphical user interface.

15. A non-transitory computer-readable medium having computer instructions stored thereon that are capable of causing operations comprising:

storing in a database system a plurality of records that includes a first record that is associated with a plurality of different contexts, each of which includes one or more objects within which to view the first record;

storing in the database system a table associated with the first record that identifies the plurality of different contexts;

receiving a selection of the first record;

based on the information in the table, providing to a client computer information identifying a set of actions associated with the first record, wherein the information identifying the set of actions is displayable by the client computer to a user of the database system, and wherein the set of actions includes actions corresponding to at least two of the plurality of different contexts associated with the first record;

receiving an indication of one of the set of actions that corresponds to a particular one of the plurality of different contexts; and

providing, according to the indicated action, data to the client computer that is usable to display a view of information in the first record according to the particular context.

16. The non-transitory computer-readable medium of claim 15, wherein the set of actions includes adding the first record to an object.

17. The non-transitory computer-readable medium of claim 16, wherein the indicated one of the set of actions is viewing the first record in the context of a contact.

18. The non-transitory computer-readable medium of claim 15, wherein the indicated one of the set of actions is adding the first record to an additional context and wherein the operations further comprise updating the table associated with the first record with information that identifies the additional context.

19. The non-transitory computer-readable medium of claim 18, wherein the data provided to the client computer is usable to display a view of information in the first record in the additional context.

20. The non-transitory computer-readable medium of claim 15, wherein the providing to the client computer information identifying the set of actions associated with the first record is performed in response to the receiving the selection of the first record.