Salesforce, Inc.

Salesforce Com, Inc.

Shouzhong Shi

Azeem Feroz

Dmytro Kudriavtsev

Venkata Muralidhar Tejomurtula

Ajitesh Jain

Dmytro Kashyn

Kaushal Bansal

Stanislav Georgiev

Nathan Halko

Sruthi Vasireddy

Yatin Umrotkar

A method for configuring the operation of the software of a data as a service (DAAS) system during run time is described. The configuring includes receiving a match query from a customer relationship management system that transmitted the match query responsive to a user using an interface to trigger an update of records in the customer relationship management system that were previously imported from the DAAS system, querying for records in the dataset that match records in the customer relationship management system previously imported from the DAAS system, the querying configured at run time according to metadata that identifies, for records in the dataset, a field to match on and a match threshold, and producing a match query result that includes records in the dataset to be imported to update records that were previously imported from the DAAS system.

Metadata driven dataset management

A method, apparatus, and computer-readable medium are disclosed. The method may include receiving a request to merge a first unified profile with a second unified profile, the first and second unified profile each having a set of records grouped according to a set of rules. The method may include merging the first unified profile with the second unified profile to generate a merged unified profile including a merged set of records. The method may include generating an association between the second set of records and the first set of records. The method may include receiving a request to undo the merging. The method may include ingesting, based at least in part on the request to undo the merging, the merged set of records into the automated match process by applying the set of rules and excluding the generated association.

Evaluating clustering in case of data stewardship actions

A method for configuring the operation of the software of a data as a service (DAAS) system during run time is described. The configuring includes at least one of configuring ingestion of a vendor dataset to produce an ingested dataset and which analysis operations to perform on the vendor dataset to produce an analyzed dataset, and the configuring also includes at least one of how to search the vendor dataset based on a search query from a customer to allow the customer to locate a new record from the vendor dataset and how to match records in the vendor dataset with a match query from the customer to provide an updated record to the customer.

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San Jose, CA, United States of America

Shouzhong Shi