Salesforce Com, Inc.

Keye Liu

Dai Duong Doan

Tyler Shopshire

Rupa Singh

Shanis Kurundrayil

A database system receives an input for creating a work order and identifies work plan criteria based on the input. The database system uses the work plan criteria to select work plan templates, which includes work steps, from multiple work plan templates. The database system creates a work order, including work plans corresponding to the work plan templates and at least part of the input for creating the work order. The database system displays the work order and receives a selection of an activity object displayed on one of the user interface pages displaying the work steps, and then displays an activity picklist. The database system receives a selection of an activity in the activity picklist, and adds, deletes, or modifies a database record by executing a user action or an automated business process corresponding to the activity in the activity picklist.

Associating executable actions with work steps in work plans generated when creating work orders

Generating work plans which include work steps when creating new work orders is described. A database system trains a machine learning model to use inputs for creating work orders to select work plan templates, which include sets of work steps, from a training set of work plan templates, in response to receiving the inputs for creating the work orders. The database system receives an input for creating a work order and identifies work plan criteria based on the input for creating the work order. The trained machine learning model uses the work plan criteria to select at least one work plan template, which includes work steps, from work plan templates. The database system creates a work order that includes work plan(s) corresponding to the selected work plan template(s) and includes at least part of the input for creating the work order. The database system outputs the created work order.

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Hercules, CA, United States of America

Keye Liu