Salesforce Com, Inc.

Tyler Shopshire

Dai Duong Doan

Keye Liu

Shanis Kurundrayil

Rupa Singh

Neeraj Ahuja

Roojuta Lalani

Kavya Murali

Sudhakara Reddy Peddi

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.

Generating work plans which include work steps when creating new work orders

A method for technical field service inventory management has been developed. A software platform manages product inventory for use by a field service technician. The platform creates objects for a work order, a product required, a location, an address/appointment, a product item, a product item transaction and a product item consumed. The product item consumed object is used to automatically update the status of product inventory as the product is used by the field service technician.

Technical field service inventory management

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El Cerrito, CA, United States of America

Tyler Shopshire