Declarative entity segmentation

Patent metadata

Field	Value
Publication number	US-11768812-B2
Application number	US-202217834686-A
Country	US
Kind code	B2
Filing date	Jun 7, 2022
Priority date	Oct 20, 2020
Publication date	Sep 26, 2023
Grant date	Sep 26, 2023

Abstract

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.

First claim

What is claimed is:

1. A method for data processing, comprising:
displaying, at a user interface, a first set of attributes of a plurality of attributes that are defined by a data model configured for a tenant of a multi-tenant system, the data model defining one or more entity and attribute relationships, the plurality of attributes including a one-to-many attribute that is configured to support multiple inputs per attribute and a direct attribute configured to support a single input per attribute;
activating, based at least in part on selection of a first attribute of the first set of attributes, a second set of attributes of the plurality of attributes, the second set of attributes being activated based at least in part on each attribute of the second set of attributes being dependent on the first attribute in accordance with the data model;
receiving, via the user interface and based at least in part on activating the second set of attributes, an indication of an expression configured to identify a segment of entities of the data model;
executing a database query, that is based at least in part on the indication of the expression, to identify the segment of entities; and
transmitting, to a content communication system, an indication of the segment of entities.

2. The method of claim 1 , further comprising:
receiving, at the user interface, a selection of an entity class to be used for a basis for identifying the segment of entities, wherein the first set of attributes are displayed based at least in part on the plurality of attributes being associated with the selected entity class according to the data model.

3. The method of claim 1 , further comprising:
receiving, based at least in part on activating the second set of attributes, a selection of a second attribute of the second set of attributes, wherein the second attribute is used in combination with the first attribute to define the expression for identifying the segment of entities.

4. The method of claim 1 , further comprising:
activating, at the user interface, a representation of a container node, wherein the user interface is configured to limit selection of one or more attributes of the second set of attributes within the container node.

5. The method of claim 1 , wherein the user interface includes a user interface component that is configured to receive a selection of an operator for defining the expression in combination with the first attribute and one or more attributes of the second set of attributes.

6. The method of claim 1 , wherein the content communication system is configured for marketing to users associated with the segment of entities.

7. The method of claim 1 , further comprising:
receiving, via the user interface, an input comprising a value associated with the first attribute, wherein the expression is defined based at least in part on first attribute and the value.

8. The method of claim 1 , wherein each entities of the segment of entities is an example of a contact, a customer, a lead, or a combination thereof.

9. The method of claim 1 , wherein receiving the indication of the expression comprises:
receiving an indication of the first attribute, one or more additional attributes, one or more Boolean operators, one or more aggregation operators, or a combination thereof.

10. The method of claim 1 , wherein the first attribute corresponds to an email address or a geographic location.

11. An apparatus for data processing, comprising:
a processor;
memory coupled with the processor; and
instructions stored in the memory and executable by the processor to cause the apparatus to:
display, at a user interface, a first set of attributes of a plurality of attributes that are defined by a data model configured for a tenant of a multi-tenant system, the data model defining one or more entity and attribute relationships, the plurality of attributes including a one-to-many attribute that is configured to support multiple inputs per attribute and a direct attribute configured to support a single input per attribute;
activate, based at least in part on selection of a first attribute of the first set of attributes, a second set of attributes of the plurality of attributes, the second set of attributes being activated based at least in part on each attribute of the second set of attributes being dependent on the first attribute in accordance with the data model;
receive, via the user interface and based at least in part on activating the second set of attributes, an indication of an expression configured to identify a segment of entities of the data model;
execute a database query, that is based at least in part on the indication of the expression, to identify the segment of entities; and
transmit, to a content communication system, an indication of the segment of entities.

12. The apparatus of claim 11 , wherein the instructions are further executable by the processor to cause the apparatus to:
receive, at the user interface, a selection of an entity class to be used for a basis for identifying the segment of entities, wherein the first set of attributes are displayed based at least in part on the plurality of attributes being associated with the selected entity class according to the data model.

13. The apparatus of claim 11 , wherein the instructions are further executable by the processor to cause the apparatus to:
receive, based at least in part on activating the second set of attributes, a selection of a second attribute of the second set of attributes, wherein the second attribute is used in combination with the first attribute to define the expression for identifying the segment of entities.

14. The apparatus of claim 11 , wherein the instructions are further executable by the processor to cause the apparatus to:
activate, at the user interface, a representation of a container node, wherein the user interface is configured to limit selection of one or more attributes of the second set of attributes within the container node.

15. The apparatus of claim 11 , wherein the user interface includes a user interface component that is configured to receive a selection of an operator for defining the expression in combination with the first attribute and one or more attributes of the second set of attributes.

16. A non-transitory computer-readable medium storing code for data processing, the code comprising instructions executable by a processor to:
display, at a user interface, a first set of attributes of a plurality of attributes that are defined by a data model configured for a tenant of a multi-tenant system, the data model defining one or more entity and attribute relationships, the plurality of attributes including a one-to-many attribute that is configured to support multiple inputs per attribute and a direct attribute configured to support a single input per attribute;
activate, based at least in part on selection of a first attribute of the first set of attributes, a second set of attributes of the plurality of attributes, the second set of attributes being activated based at least in part on each attribute of the second set of attributes being dependent on the first attribute in accordance with the data model;
receive, via the user interface and based at least in part on activating the second set of attributes, an indication of an expression configured to identify a segment of entities of the data model;
execute a database query, that is based at least in part on the indication of the expression, to identify the segment of entities; and
transmit, to a content communication system, an indicat

Assignees

• Salesforce Inc

Inventors

• Nair Vineeth Anand
• Parimi Lakshmi Srinivas
• Shivarudraiah Ashok
• Hoffman Alan Mathias
• Menger Nigel Wallace
• Parsons Neil Raymond
• Fichtner Kasia
• Walquist Pamela Sue
• Flamion Sarah
• Westover Matthew
• Hall Jamin

Classifications

• G06F16/211 Primary

  Schema design and management · CPC title

• G06F3/04842

  Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) · CPC title

• G06F9/451

  Execution arrangements for user interfaces · CPC title

• G06F16/248

  Presentation of query results · CPC title

• G06F16/2455

  Query execution · CPC title