The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Oct. 21, 2025

Filed:

Oct. 21, 2024
Applicant:

Salesforce, Inc., San Francisco, CA (US);

Inventors:

Kaushal Bansal, Pleasanton, CA (US);

Venkata Muralidhar Tejomurtula, Danville, CA (US);

Azeem Feroz, San Jose, CA (US);

Dmytro Kashyn, Holliston, MA (US);

Dmytro Kudriavtsev, Belmont, CA (US);

Shouzhong Shi, San Jose, CA (US);

Ajitesh Jain, San Mateo, CA (US);

Assignee:

Salesforce, Inc., San Francisco, CA (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06F 16/2457 (2019.01); G06F 16/22 (2019.01); G06F 16/2455 (2019.01); G06F 16/25 (2019.01); G06F 16/81 (2019.01);
U.S. Cl.
CPC ...
G06F 16/2455 (2019.01); G06F 16/2228 (2019.01); G06F 16/24578 (2019.01); G06F 16/252 (2019.01); G06F 16/81 (2019.01);
Abstract

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.


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