Facilitating dynamic customization of reporting tools in an on-demand services environment

Patent metadata

Field	Value
Publication number	US-2016103585-A1
Application number	US-201514692194-A
Country	US
Kind code	A1
Filing date	Apr 21, 2015
Priority date	Oct 10, 2014
Publication date	Apr 14, 2016
Grant date	—

Abstract

In accordance with embodiments, there are provided mechanisms and methods for facilitating dynamic customization of reporting tools in an on-demand services environment in a multi-tenant environment according to one embodiment. In one embodiment and by way of example, a method includes importing, by a database system, a first application from a computing system associated with a third-party entity, where the first application is associated with the third-party entity and first one or more reporting forms of a plurality of reporting forms. The method may further include integrating, by the database system, the first application with a second application to generate an integrated application, where the second application includes a local application and is independent of the first application. The second application may be associated with second one or more reporting forms of the plurality of reporting forms. The method may further include associating, by the database system, a set of integrated properties of the integrated application with a reporting tool, and displaying, by a display device, the reporting tool to be used to facilitate building of one or more reports based on the set of integrated properties, where the one or more reports include at least one of the first and second one or more reporting forms.

First claim

What is claimed is:

1 . A database system-implemented method comprising:
importing, by the database system, a first application from a computing system associated with a third-party entity, wherein the first application is associated with the third-party entity and first one or more reporting forms of a plurality of reporting forms; integrating, by the database system, the first application with a second application to generate an integrated application, wherein the second application includes a local application and is independent of the first application, wherein the second application is associated with second one or more reporting forms of the plurality of reporting forms; associating, by the database system, a set of integrated properties of the integrated application with a reporting tool; and displaying, by a display device, the reporting tool to be used to facilitate building of one or more reports based on the set of integrated properties, wherein the one or more reports include at least one of the first and second one or more reporting forms.

2 . The method of claim 1 , further comprising checking the first application against criteria associated with a service provider, wherein the second application is associated with the service provider.

3 . The method of claim 2 , further comprising:
declining importing of the first application, if one or more criterion of the criteria is not satisfied by at least one of the first application and the third-party entity, wherein the third-party entity includes an independent software developer facilitating development of the first application; and allowing importing of the first application, if the criteria is satisfied.

4 . The method of claim 1 , wherein the set of integrated properties comprise a set of first properties associated with the first application and a set of second properties associated with the second application, wherein the set of first properties to facilitate the first one or more reporting forms, and the set of second properties to facilitate the second one or more reporting forms.

5 . The method of claim 4 , wherein the set of first properties comprises imported visualization properties including imported visualization libraries to support one or more imported reporting features relating to the first one or more reporting forms, wherein the set of second properties comprise local visualization properties including local visualization libraries to support one or more local reporting features relating to the second one or more reporting forms.

6 . The method of claim 5 , wherein one or more imported features are independent of the one or more local features and provided via the set of integrated properties of the integrated application.

7 . The method of claim 5 , wherein the first and second one or more reporting forms comprise one or more of charts, graphs, tables, reports, and other data presentations.

8 . A system comprising:
a processor and a memory to execute instructions at the system; and a mechanism to: import a first application from a computing system associated with a third-party entity, wherein the first application is associated with the third-party entity and first one or more reporting forms of a plurality of reporting forms; integrate the first application with a second application to generate an integrated application, wherein the second application includes a local application and is independent of the first application, wherein the second application is associated with second one or more reporting forms of the plurality of reporting forms; associate a set of integrated properties of the integrated application with a reporting tool; and display, by a display device, the reporting tool to be used to facilitate building of one or more reports based on the set of integrated properties, wherein the one or more reports include at least one of the first and second one or more reporting forms.

9 . The system of claim 8 , wherein the mechanism is further to check the first application against criteria associated with a service provider, wherein the second application is associated with the service provider.

10 . The system of claim 9 , wherein the mechanism is further to:
decline importing of the first application, if one or more criterion of the criteria is not satisfied by at least one of the first application and the third-party entity, wherein the third-party entity includes an independent software developer facilitating development of the first application; and allow importing of the first application, if the criteria is satisfied.

11 . The system of claim 8 , wherein the set of integrated properties comprise a set of first properties associated with the first application and a set of second properties associated with the second application, wherein the set of first properties to facilitate the first one or more reporting forms, and the set of second properties to facilitate the second one or more reporting forms.

12 . The system of claim 11 , wherein the set of first properties comprises imported visualization properties including imported visualization libraries to support one or more imported reporting features relating to the first one or more reporting forms, wherein the set of second properties comprise local visualization properties including local visualization libraries to support one or more local reporting features relating to the second one or more reporting forms.

13 . The system of claim 12 , wherein one or more imported features are independent of the one or more local features and provided via the set of integrated properties of the integrated application.

14 . The system of claim 12 , wherein the first and second one or more reporting forms comprise one or more of charts, graphs, tables, reports, and other data presentations.

15 . A machine-readable medium comprising a plurality of instructions which, when executed by a processing device, cause the processing device to perform operations comprising:
importing a first application from a computing system associated with a third-party entity, wherein the first application is associated with the third-party entity and first one or more reporting forms of a plurality of reporting forms; integrating the first application with a second application to generate an integrated application, wherein the second application includes a local application and is independent of the first application, wherein the second application is associated with second one or more reporting forms of the plurality of reporting forms; associating a set of integrated properties of the integrated application with a reporting tool; and displaying, by a display device, the reporting tool to be used to facilitate building of one or more reports based on the set of integrated properties, wherein the one or more reports include at least one of the first and second one or more reporting forms.

16 . The machine-readable medium of claim 15 , wherein the operations further comprise checking the first application against criteria associated with a service provider, wherein the second application is associated with the service provider.

17 . The machine-readable medium of claim 16 , wherein the operations further comprise:
declining importing of the first application, if one or more criterion of the criteria is not satisfied by at least one of the first application and the third-party entity, wherein the third-party entity includes an independent software developer facilitating development of the first application; and allowing

Assignees

• Salesforce Com Inc

Inventors

• Varadharajan Arunkumaran
• Daves Catherine Block
• Perry Daniel Scott
• Kiel Garrett George
• Zha Chuqiao
• Shah Kushboo
• Pham Linh
• Louie Patrick Yu Pang
• Agandeswaran Srividhya
• Eberl Stefan
• Bansal Sulabh

Classifications

• G06Q10/10 Primary

  Office automation; Time management · CPC title

• G06F16/24575

  using context · CPC title

• G06F3/04817

  using icons (graphical or visual programming using iconic symbols G06F8/34) · CPC title

• G06F3/0482

  Interaction with lists of selectable items, e.g. menus · CPC title

• G06F3/04842 Primary

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