Salesforce, Inc.

Salesforce Com, Inc.

Sarah Flamion

Jamin Hall

Christopher James Bill

Vineeth Anand Nair

Steven Kostrzewski

Kaustubh Barde

David J Woodward

Ashok Shivarudraiah

David Hacker

Kasia Fichtner

Jason Moody

Matt Lagrotte

Matthew Westover

Lydia Lodovisi

Steven Ness

Abhinav Chadda

Mehmet Gokmen Orun

David Angulo

Charles Fineman

Leo Duy Tran

Neil Raymond Parsons

Lakshmi Srinivas Parimi

Daniel Marchant

Pamela Sue Walquist

Federico Recio

Alan Mathias Hoffman

Matthew James Mondok

Nigel Wallace Menger

Aaron M Popelka

Jason Day

Narinder Pal Singh

Shengfan He

Penny Tselikis

Bradley Carroll Wright

Caroline Casey Logue

Sumit Garg

Chaitanya Pinnamaneni

David Kriebel

Narender Ramasahayam

Mitchell Loudenbeck

Praveen Savur

A method for data processing includes displaying, at a user interface, a plurality of attributes that are defined by a data model configured for a tenant of a multi-tenant system. The plurality of attributes includes a one-to-many attribute that is configured to support multiple inputs and a direct attribute configured to support a single input. The method may further include receiving a selection of a first one-to-many attribute for defining an expression for identifying a segment of entities. The method may further include activating, for selection at the user interface, a subset of the attributes based on each attribute of the subset being dependent on the first attribute. The method may further include receiving an indication of the expression, executing a database query to identify the segment of entities, and transmitting, to a content communication system, an indication of the segment of entities.

Declarative entity segmentation

Methods, systems, and devices are described that support extensible data mapping. A data mapping server may receive an indication of a source schema for a data source and may receive a user input indicating creation of a custom data object to handle the source schema. The server may create the custom data object based on the user input. The data mapping server may automatically map one or more data fields for a source data object (e.g., based on the source schema) to one or more custom data fields for the custom data object (e.g., based on a custom schema). The server may import a set of data records stored at the data source and may store the data records in a database system according to the custom schema based on the data mapping. The stored custom data objects may be used for segmentation, activation, analysis, or some combination thereof.

Creating an extensible and scalable data mapping and modeling experience

A method for data processing includes identifying, for communication of a content object, a segment of entities based at least in part on a selection of a first attribute at a user interface. The first attribute may be selected from attributes defined by a data model and configured for a tenant of a multi-tenant system. The method further includes activating a set of attributes of the plurality of attributes based at least in part on the identified segment of entities and the data model. The method further includes, receiving a selection of a second attribute of the set of attributes, identifying, for the segment of entities, a set of inputs corresponding to the selected second attribute, and transmitting, to a content communication system for distribution of the content object, an indication of a plurality of entity identifiers corresponding to the segment of entities and the set of inputs.

Declarative segment attribute activation

Methods, systems, and computer program products for a customer relationship management (CRM) system are provided herein. Embodiments presented herein provide for exchange of data between disparate, distributed systems; subscribe to and/or publish customer data change event; creation of master records for consumers using static and streaming sources; providing data provenance, auditing capabilities, and queries across multiple tenants and third party systems. Embodiments provide a single view of a customer in a distributed system environment.

Integrated entity view across distributed systems

Embodiments of apparatus, systems, and methods are described for creating, arranging, and displaying data mappings between two different data schemas in a graphical user interface (GUI). The GUI allows scaling of a data schema, automatic data sorting and grouping of objects in a schema, dynamic spacing of data mappings in the GUI, and customizable data map transformations to entities of a canonical data model. The GUI can limit the display of objects and fields to those that have been mapped into entity groups. The GUI can display mapped or unmapped fields to facilitate the mapping of additional fields or objects. The GUI displays visual logic connectors between objects and entities to summarize the relationship and number of mappings between the objects and entities. Objects and entities can be expanded and collapsed to show more granular relationship information. Instance-enabled canonical entities can be created to conceptually group fields.

Method and user interface for data mapping

Disclosed herein are method, system and device embodiments for setting up a graphical user interface (GUI) for a commerce architecture. An embodiment operates by providing a GUI that displays a first button for adding a first data source and a second button for adding a second data source, the second data source being related to the first data source, receiving a first response via the first button to add the first data source and a second response via the second button to add the second data source, providing a view of a first data schema and a second data schema, wherein the first data schema includes at least one object from the first or the second data source, and wherein the second data schema is a canonical data model, mapping the at least one object of the first data schema to at least one object of the second data schema, and providing a single entity view of the at least one object of the second data schema.

User interface for commerce architecture

A cloud platform may an application server that detects activation of an application instance, determines connections between steps of a setup process and one or more users, monitors setup progress, and notifies users when the users are needed to perform one or more setup steps. The techniques enable quick and efficient data processing model setup and configuration (as well as configuration of other computing applications). The cloud platform further supports a landing page (e.g., home page, application interface, etc.) that presents tiles customized based on various metrics such as application use history, attributes associated with the user, setup progress, data processing results, etc. The landing page also enables efficient setup and management because of the customization techniques.

Distributing data management setup between multiple users

A method for data processing includes identifying, for communication of a content object, a segment of entities including entities of a first entity class of a plurality of entity classes defined by a data model that is configured for a tenant of a multi-tenant system, where the data model defines relationships between entity classes of the plurality of entity classes. The method may further include activating for selection at a user interface at least one second entity class that is related to the first entity class based on the relationships and identifying a set of additional entities of the second entity class from the remaining entities that are related to the segment of entities as defined by the data model. The method may include transmitting to a content communication system an indication of the plurality of entity identifiers corresponding to a modified segment of entities that includes the additional entities.

Segment activation on related entities

Growing community of inventors

Newburgh, IN, United States of America

Sarah Flamion