IP Library Granted Patent US 11,914,612
Granted Patent B2
US 11,914,612 · App. 16/169,248 · Granted Feb 27, 2024

Selective synchronization of linked records

Inventors: Joshua Siegel (Atlanta, GA); Michael M. Frank (Marietta, GA); Robert Phillips (Atlanta, GA); Michael Diffenderfer (Atlanta, GA)
Assignee: Salesforce, Inc.
G06F16/27
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Quick Facts
Patent No.
US 11,914,612
App. No.
16/169,248
Granted
Feb 27, 2024
Kind
B2
Abstract

Systems, devices, and techniques are disclosed selective synchronization of linked records. A criteria may be received for a primary database that includes records. Records of the primary database may be linked to records of a first instance database. The criteria may include an inclusion of an expression or value in a specified field of a record. Records of the primary database may be determined to meet the criteria by determining that the records of the primary database include the expression or value of the criteria in the specified field. Records of the primary database that meet the criteria may be synchronized with the first instance database. The synchronization of records of the primary database that do not meet the criteria may be prevented.

Claims (24)

1. A computer-implemented method comprising:

receiving a criteria for a primary database comprising records belonging to a first tenant, wherein one or more of the records of the primary database are linked to records of a first instance database that is part of a first database system and wherein the criteria comprises the inclusion of an expression or value in at least one specified field of a record, wherein the criteria is received through a user interface;

determining one or more of the records of the primary database that meet the criteria by determining that each of the one or more of the records of the primary database comprise the expression or value of the criteria in the specified field;

synchronizing the one or more of the records of the primary database that meet the criteria with the first instance database:

for a record in the primary database that is one of the one or more records that is linked to a record of the first instance database, synchronizing record data between the record in the primary database and the record in the first instance database to which the record in the primary database is linked,

for a record in the primary database that is not one of the one or more records that is linked to a record of the first instance database, generating a new record in the first instance database using record data from the record in the primary database, and linking the new record in the first instance database to the record in the primary database: and

preventing the synchronization of records of the primary database that do not meet the criteria by limiting the visibility of the records of the primary database that do not meet the criteria to a synchronization component of the first database system by hiding, by a primary application of the primary database, the records of the primary database that do not meet the criteria from the synchronization component of the first database system wherein the synchronization component has access to records belonging to the first tenant that are not hidden.

2. A computer-implemented system for selective synchronization of linked records comprising:

one or more storage devices; and

a processor;

receives a criteria for a primary database comprising records belonging to a first tenant, wherein one or more of the records of the primary database are linked to records of a first instance database that is part of a first database system and wherein the criteria comprises the inclusion of an expression or value in at least one specified field of a record, wherein the criteria is received through a user interface,

determines one or more of the records of the primary database that meet the criteria by determining that each of the one or more of the records of the primary database comprise the expression or value of the criteria in the specified field,

synchronizes the one or more of the records of the primary database that meet the criteria with the first instance database:

for a record in the primary database that is one of the one or more records that is linked to a record of the first instance database, synchronizing record data between the record in the primary database and the record in the first instance database to which the record in the primary database is linked,

for a record in the primary database that is not one of the one or more records that is linked to a record of the first instance database, generating a new record in the first instance database using record data from the record in the primary database and linking the new record in the first instance database to the record in the primary database, and;

prevents the synchronization of records of the primary database that do not meet the criteria by limiting the visibility of the records of the primary database that do not meet the criteria to a synchronization component of the first database system by hiding, by a primary application of the primary database, the records of the primary database that do not meet the criteria from the synchronization component of the first database system wherein the synchronization component has access to records belonging to the first tenant that are not hidden.

3. A system comprising: one or more computers and one or more storage devices storing instructions which are operable, when executed by the one or more computers, to cause the one or more computers to perform operations comprising:

receiving a criteria for a primary database comprising records belonging to a first tenant, wherein one or more of the records of the primary database are linked to records of a first instance database that is part of a first database system and wherein the criteria comprises the inclusion of an expression or value in at least one specified field of a record, wherein the criteria is received through a user interface;

determining one or more of the records of the primary database that meet the criteria by determining that each of the one or more of the records of the primary database comprise the expression or value of the criteria in the specified field;

synchronizing the one or more of the records of the primary database that meet the criteria with the first instance database:

for a record in the primary database that is one of the one or more records that is linked to a record of the first instance database, synchronizing record data between the record in the primary database and the record in the first instance database to which the record in the primary database is linked,

for a record in the primary database that is not one of the one or more records that is linked to a record of the first instance database, generating a new record in the first instance database using record data from the record in the primary database;

and linking the new record in the first instance database to the record in the primary database; and

preventing the synchronization of records of the primary database that do not meet the criteria by limiting the visibility of the records of the primary database that do not meet the criteria to a synchronization component of the first database system by hiding, by a primary application of the primary database, the records of the primary database that do not meet the criteria from the synchronization component of the first database system wherein the synchronization component has access to records belonging to the first tenant that are not hidden.

Assignments (2)
CHANGE OF NAME Recorded Nov 29, 2023
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 065707/0265 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 24, 2018
From: SIEGEL, JOSHUA; FRANK, MICHAEL M.; PHILLIPS, ROBERT; DIFFENDERFER, MICHAEL
To: SALESFORCE.COM, INC.
Reel/Frame 047294/0774 →
Continuity (2)
Provisional Application 62735428 · Sep 24, 2018
Related Publication 20200097485A1 · Mar 26, 2020