Methods and apparatus for inviting users to follow records in an on-demand database service environment
View Patent ↗Techniques and mechanisms are provided for inviting users to follow records in an on-demand database service environment. In some embodiments, a message is received at a server. The message includes an identification of a record stored in a database. The identified record is selected for inviting one or more users to follow updates to the record. The updates 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 a display device. A received message can also include an identification of one or more users to invite to follow updates to the identified record in the on-demand service environment. An invitation message including an indication of the identified record is generated and sent to the identified users.
1. A database system comprising:
at least one database storing customer relationship management (CRM) records as data objects; and
at least one server having at least one processor capable of executing instructions configured to cause:
identifying a plurality of the CRM records associated with business activities of an organization, the CRM records associated with users in the organization at a first level of a hierarchy of the organization;
identifying one or more users to invite to follow updates to the identified CRM records made by the users at the first level of the hierarchy of the organization, the updates to the identified CRM records stored as data objects in the at least one database, the one or more users being identified as associated with the organization and at a second level of the hierarchy of the organization for a specified time range, the second level being at a lower level of the hierarchy of the organization than the first level; and
sending an invitation message to the identified one or more users to invite to follow the updates to the identified CRM records.
2. The database system of claim 1 , the instructions further configured to cause:
determining whether one of the users was following an identified CRM record before sending the invitation message; and
displaying the invitation message on a user interface associated with the one user when the one user was not following the identified CRM record before sending the invitation message.
3. The database system of claim 1 , the one or more users being identified according to a designated group of which the one or more users are members.
4. The database system of claim 3 , the one or more users being identified according to an attribute of the designated group.
5. The database system of claim 1 , the one or more users being identified according to a designated role of the one or more users.
6. The database system of claim 1 , the one or more users being identified according to a designated name of the one or more users.
7. The database system of claim 1 , the one or more users being identified according to a designated attribute of the one or more users.
8. The database system of claim 1 , the CRM record being identified according to a designated type of the CRM record.
9. The database system of claim 8 , the designated type of the CR M record being one of: an account, an opportunity, a case, a contact, a task, an event, or a group.
10. The database system of claim 1 , the CRM record being identified according to one or more designated fields of the CRM record.
11. The database system of claim 10 , the CRM record being identified by applying one or more criteria to the one or more designated fields of the CRM record.
12. The database system of claim 1 the CRM record being identified according to a designated name of the CRM record.
13. The database system of claim 1 , the instructions further configured to cause:
receiving an acceptance message from an identified user; and
storing, in a data object in the database, data indicating that the identified user is following the CRM record.
14. The database system of claim 1 , the instructions further configured to cause:
receiving a rejection message from an identified user.
15. A method comprising:
identifying, using a database system storing customer relationship management (CRM) records as data objects in at least one database, a plurality of the CRM records associated with business activities of an organization, the CRM records associated with users in the organization at a first level of a hierarchy of the organization;
identifying, using the database system, one or more users to invite to follow updates to the identified CRM records made by the users at the first level of the hierarchy of the organization, the updates to the identified CRM records stored as data objects in the at least one database, the one or more users being identified as associated with the organization and at a second level of the hierarchy of the organization for a specified time range, the second level being at a lower level of the hierarchy of the organization than the first level; and
sending an invitation message to the identified one or more users to invite to follow the updates to the identified CRM records.
16. The method of claim 15 , the one or more users being identified according to a designated group of which the one or more users are members.
17. The method of claim 16 , the one or more users being identified according to an attribute of the designated group.
18. The method of claim 15 , the one or more users being identified according to a designated role of the one or more users.
19. The method of claim 15 , the one or more users being identified according to a designated attribute of the one or more users.
20. A system comprising:
database system software stored on a non-transitory data storage medium for execution by at least one server of a database system, the database system software operable to cause:
identifying, using a database system storing customer relationship management (CRM) records as data objects in at least one database, a plurality of the CRM records associated with business activities of an organization, the CRM records associated with users in the organization at a first level of a hierarchy of the organization;
identifying, using the database system, one or more users to invite to follow updates to the identified CRM records made by the users at the first level of the hierarchy of the organization, the updates to the identified CRM records stored as data objects in the at least one database, the one or more users being identified as associated with the organization and at a second level of the hierarchy of the organization for a specified time range, the second level being at a lower level of the hierarchy of the organization than the first level; and
sending an invitation message to the identified one or more users to invite to follow the updates to the identified CRM records.