Methods and apparatus for discontinuing the following of records in an on-demand database service environment

Patent metadata

Field	Value
Publication number	US-9613152-B2
Application number	US-201414529513-A
Country	US
Kind code	B2
Filing date	Oct 31, 2014
Priority date	Oct 15, 2010
Publication date	Apr 4, 2017
Grant date	Apr 4, 2017

Abstract

Disclosed are systems, apparatus, methods, and computer readable media for discontinuing the following of records in an on-demand database service environment. In one embodiment, one or more records are identified according to one or more designated criteria. The records are stored in a database. The records are being followed by one or more users in an on-demand database service environment such that updates to the records are capable of being stored as feed items in one or more feed tables in the database. The feed items are capable of being published in an information feed displayed on one or more devices associated with the one or more users. The following of the identified one or more records by the one or more users is discontinued.

First claim

What is claimed is:

1. A system comprising:
a database system implemented using a server system comprising at least one hardware processor, the database system comprising at least one database storing a plurality of customer relationship management (CRM) records of a CRM system as data objects, the database system configurable to cause:
applying at least one criterion to at least one attribute of the CRM records, the at least one criterion defined by a rule configurable only by a user having a designated access permission, the rule specifying: one of a plurality of types of CRM records, a value, and an operator;
identifying, responsive to applying the at least one criterion to the at least one attribute of the CRM records, at least one of the CRM records as being of the specified type and having a field indicating data satisfying or not satisfying the value and the operator, at least a first one of a plurality of users having a following relationship with the at least one CRM record, the following relationship maintained, using the database system, to cause notifications of activities and updates generated by other ones of the users in relation to the at least one CRM record to be shared in at least one feed of the CRM system and tracked as feed items of the at least one feed using the database system, the at least one feed configured to cause the notifications of the activities and the updates in relation to the at least one CRM record to be displayed to the first user in a user interface on a display of a device operated by the first user, the user interface providing access by the first user to information related to the at least one CRM record;
designating, responsive to identifying the at least one CRM record, the at least one CRM record as being unfollowed by the first user, the unfollowing terminating or suspending the following relationship to prevent the display to the first user of the notifications of the activities and the updates in relation to the at least one CRM record; and
storing or updating data in the database system to indicate the unfollowing of the at least one CRM record by the first user.

2. The system of claim 1 , the database system further configurable to cause:
executing the rule to cause the at least one criterion to be applied to the at least one attribute of the CRM records, the rule being one of a plurality of rules.

3. The system of claim 2 , wherein each rule indicates a respective one of a plurality of criteria.

4. The system of claim 2 , wherein the plurality of rules includes active rules and inactive rules, the executed rule being an active rule.

5. The system of claim 1 , wherein the types of CRM records include at least one of: a case, an opportunity, a lead, an account, a contact, a task, or an event.

6. The system of claim 1 , wherein the CRM records include a user profile.

7. The system of claim 1 , wherein the attribute is identified in a field of the CRM records.

8. The system of claim 7 , wherein the at least one criterion further specifies an operator associated with the at least one attribute of the CRM records.

9. The system of claim 1 , wherein the at least one criterion further specifies a characteristic of an interaction with a customer of an organization.

10. A system comprising:
a processor capable of communicating with a non-transitory data storage medium; and
database system software stored on the non-transitory data storage medium for execution by the processor, the database system software configurable to cause:
applying at least one criterion to at least one attribute of a plurality of CRM records of a CRM system stored as data objects in at least one database of a database system, the at least one criterion defined by a rule configurable only by a user having a designated access permission, the rule specifying: one of a plurality of types of CRM records, a value, and an operator;
identifying, responsive to applying the at least one criterion to the at least one attribute of the CRM records, at least one of the CRM records as being of the specified type and having a field indicating data satisfying or not satisfying the value and the operator, at least a first one of a plurality of users having a following relationship with the at least one CRM record, the following relationship maintained, using the database system, to cause notifications of activities and updates generated by other ones of the users in relation to the at least one CRM record to be shared in at least one feed of the CRM system and tracked as feed items of the at least one feed using the database system, the at least one feed configured to cause the notifications of the activities and the updates in relation to the at least one CRM record to be displayed to the first user in a user interface on a display of a device operated by the first user, the user interface providing access by the first user to information related to the at least one CRM record;
designating, responsive to identifying the at least one CRM record, the at least one CRM record as being unfollowed by the first user, the unfollowing terminating or suspending the following relationship to prevent the display to the first user of the notifications of the activities and the updates in relation to the at least one CRM record; and
storing or updating data in the database system to indicate the unfollowing of the at least one CRM record by the first user.

11. The system of claim 10 , the database system software further configurable to cause:
executing the rule to cause the at least one criterion to be applied to the at least one attribute of the CRM records, the rule being one of a plurality of rules.

12. The system of claim 11 , wherein the plurality of rules includes active rules and inactive rules, the executed rule being an active rule.

13. The system of claim 10 , wherein the types of CRM records include at least one of: a case, an opportunity, a lead, an account, a contact, a task, or an event.

14. The system of claim 10 , wherein the attribute is identified in a field of the CRM records.

15. A method comprising:
applying at least one criterion to at least one attribute of a plurality of CRM records stored as data objects in at least one database of a database system, the at least one criterion defined by a rule configurable only by a user having a designated access permission, the rule specifying: one of a plurality of types of CRM records, a value, and an operator;
identifying, responsive to applying the at least one criterion to the at least one attribute of the CRM records, at least one of the CRM records as being of the specified type and having a field indicating data satisfying or not satisfying the value and the operator, at least a first one of a plurality of users having a following relationship with the at least one CRM record, the following relationship maintained, using the database system, to cause notifications of activities and updates generated by other ones of the users in relation to the at least one CRM record to be shared in at least one feed of the CRM system and tracked as feed items of the at least one feed using the database system, the at least one feed configured to cause the notifications of the activities and the updates in relation to the at least one CRM record to be displayed to the first user in a user interface on a display of a device operated by the first user, the user interface providing access by the first user to information related to the at least one CRM record;
designating, responsive to identifying the at least one CRM record, the at least one CRM record as being unfollowed by

Assignees

• Salesforce Com Inc

Inventors

• Kucera John

Classifications

• G06F16/21 Primary

  Design, administration or maintenance of databases · CPC title

• G06F16/958 Primary

  Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking · CPC title

• G06F17/30876 Primary

  Physics · mapped topic

• G06F17/30516

  Physics · mapped topic

• G06F17/3089

  Physics · mapped topic