IP Library › Granted Patent US 12705662
Granted Patent B2
US 12705662 · App. 18/528,520 · Granted Aug 11, 2026

Generation of recommendations from dynamically-mapped data

Inventors: Joel Ragnar Palmert (Stockholm, SE); Kiran Hariharan Nair (Dublin, CA); Merwan Hade (San Francisco, CA); Nikhil Kataria (Emeryville, CA); Jia Lian Wang (San Francisco, CA); Michael Moriarty (Cincinatti, OH)
Assignee: Salesforce, Inc.
G06Q30/0631G06F16/2445G06F16/288G06Q30/0627
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Quick Facts
Patent No.
US 12705662
App. No.
18/528,520
Granted
Aug 11, 2026
Kind
B2
Abstract

System and methods are described for generating recommendations from dynamically-mapped data. In one implementation, a database system receives a first request to generate a recommendation objection and a second request to retrieve additional data to include in the recommendation object. The database system retrieves the recommendation data from a first database table. The database system identifies the additional data in a second database table that is stored separately from the first database table. The database system generates the recommendation object to include the recommendation data from the first database, and maps the additional data to one or more fields of the recommendation object.

Claims (53)

1 . A computer-implemented method comprising:

receiving, by a processing device of a database system, a first request to generate a recommendation object;

retrieving, by the processing device, recommendation data from a first database table to include in the recommendation object;

receiving, by the processing device, a second request to retrieve additional data to include in the recommendation object, wherein the first request and the second request is derived from a process flow generated by a user of a graphical user interface (GUI), the process flow being generated by:

providing, in the GUI to a device, functionality to visually insert, edit, and connect nodes representative of a plurality of operations via one or more connectors without requiring a user to write code depicted visually as interconnected nodes for which connectivity of the nodes is modifiable by the user, wherein one or more of the nodes is associated with a load operation of the recommendation data and the additional data, and the additional data is visually mapped to link the retrieval of the additional data and a generation of the recommendation object in the GUI; and

receiving the process flow from the device resulting from user-specified interactions received by the GUI;

generating, by the processing device, one or more queries based on the second request;

identifying, by the processing device, the additional data in a second database table that is stored separately from the first database table;

generating, by the processing device, the recommendation object to include the recommendation data from the first database table; and

mapping, by the processing device, the additional data to one or more fields of the recommendation object based on the additional data being mapped to the recommendation object in the GUI.

2 . The computer-implemented method of claim 1 , wherein:

mapping the additional data comprises generating structured query language (SQL) statements to retrieve the additional data of the second database table, and

the recommendation object is hydrated with the additional data at runtime.

3 . The computer-implemented method of claim 2 , wherein:

the additional data is stored as a structured data object, and

the mapping of the additional data is agnostic to a data hierarchy of the structured data object.

4 . The computer-implemented method of claim 1 , wherein the additional data is mapped to the recommendation object without duplicating the additional data in the first database table.

5 . The computer-implemented method of claim 1 , further comprising:

generating for presentation, by the processing device, the GUI which visually represents retrieval of the recommendation data, retrieval of additional data for inclusion in the recommendation object, mapping of the additional data, and generation of the recommendation object as a process flow.

6 . The computer-implemented method of claim 5 , wherein each of the retrieval of the recommendation data, the retrieval of additional data for inclusion in the recommendation object, the mapping of the additional data, and the generation of the recommendation object is visually as associated with a node within the process flow.

7 . The computer-implemented method of claim 6 , wherein the mapping of the additional data is visually represented as a map node which links nodes representative of the retrieval of the additional data and the generation of the recommendation object.

8 . The computer-implemented method of claim 1 , wherein the recommendation object is based on an up next recommendation.

9 . The computer-implemented method of claim 1 , wherein the recommendation data comprises a customer relationship management (CRM) record.

10 . The computer-implemented method of claim 1 , wherein the additional data comprises scheduling information.

11 . The computer-implemented method of claim 1 , wherein the additional data in the second database table is mapped to the recommendation object.

12 . The computer-implemented method of claim 1 , wherein the additional data in a second database table is mapped to the one or more fields via a schema.

13 . The computer-implemented method of claim 1 , wherein the additional data comprises a prompt to take an action.

14 . A database system comprising:

a processing device; and a memory device coupled to the processing device, the memory device having instructions stored thereon that, in response to execution by the processing device, cause the processing device to:

receive a first request to generate a recommendation object;

retrieve recommendation data from a first database table to include in the recommendation object;

receive a second request to retrieve additional data to include in the recommendation object, wherein the first request and the second request is derived from a process flow generated by a user of a graphical user interface (GUI), the process flow being generated by:

provide, in the GUI to a device, functionality to visually insert, edit, and connect nodes representative of a plurality of operations via one or more connectors without requiring a user to write code depicted visually as interconnected nodes for which connectivity of the nodes is modifiable by the user, wherein one or more of the nodes is associated with a load operation of the recommendation data and the additional data, and the additional data is visually mapped to link the retrieval of the additional data and a generation of the recommendation object in the GUI; and

receive the process flow from the device resulting from user-specified interactions received by the GUI;

generate one or more queries based on the second request;

identify the additional data in a second database table that is stored separately from the first database table;

generate the recommendation object to include the recommendation data from the first database table; and

map the additional data to one or more fields of the recommendation object based on the additional data being mapped to the recommendation object in the GUI.

15 . The database system of claim 14 , wherein the recommendation object is based on an up next recommendation.

16 . The database system of claim 14 , wherein the recommendation data comprises a customer relationship management (CRM) record.

17 . The database system of claim 14 , wherein the additional data comprises scheduling information.

18 . The database system of claim 14 , wherein the additional data in the second database table is mapped to the recommendation object.

19 . The database system of claim 14 , wherein the additional data in a second database table is mapped to the one or more fields via a schema.

20 . A non-transitory computer-readable storage medium having instructions encoded thereon which, when executed by a processing device, cause the processing device to:

receive a first request to generate a recommendation object;

retrieve recommendation data from a first database table to include in the recommendation object;

receive a second request to retrieve additional data to include in the recommendation object, wherein the first request and the second request is derived from a process flow generated by a user of a graphical user interface (GUI), the process flow being generated by:

provide, in the GUI to a device, functionality to visually insert, edit, and connect nodes representative of a plurality of operations via one or more connectors without requiring a user to write code depicted visually as interconnected nodes for which connectivity of the nodes is modifiable by the user, wherein one or more of the nodes is associated with a load operation of the recommendation data and the additional data, and the additional data is visually mapped to link the retrieval of the additional data and a generation of the recommendation object in the GUI; and

receive the process flow from the device resulting from user-specified interactions received by the GUI;

generate one or more queries based on the second request;

identify the additional data in a second database table that is stored separately from the first database table;

generate the recommendation object to include the recommendation data from the first database table; and

map the additional data to one or more fields of the recommendation object based on the additional data being mapped to the recommendation object in the GUI.