IP Library › Granted Patent US 10,936,582
Granted Patent B2
US 10,936,582 · App. 16/264,484 · Granted Mar 2, 2021

Integrated entity view across distributed systems

Inventors: Leo Duy Tran (San Francisco, CA); David Angulo (Boulder, CO); David Woodward (Westfield, IN); Abhinav Chadda (Emeryville, CA); David Hacker (Moraga, CA); Steven Ness (Victoria, CA); Matt Lagrotte (Deerfield Beach, FL); Jason Moody (Burlington, MA); Daniel Marchant (Bishop, GA); Matthew James Mondok (Palm Harbor, FL); Federico Recio (Sunny Isles Beach, FL); Mehmet Gokmen Orun (San Francisco, CA); Steven Kostrzewski (Novato, CA); Christopher Bill (Indianapolis, IN); Kaustubh Barde (San Francisco, CA); Lydia Lodovisi (Indianapolis, IN); Sarah Flamion (Newburgh, IN); Jamin Hall (Noblesville, IN); Charles Fineman (Berkeley, CA)
Assignee: salesforce.com, inc.
G06F16/2423G06F9/542G06F16/212G06F16/215G06F16/23G06F16/2365G06F16/2471G06F16/24564G06F16/288G06F16/9035G06Q30/01
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Quick Facts
Patent No.
US 10,936,582
App. No.
16/264,484
Granted
Mar 2, 2021
Kind
B2
Abstract

Methods, systems, and computer program products for a customer relationship management (CRM) system are provided herein. Embodiments presented herein provide for exchange of data between disparate, distributed systems; subscribe to and/or publish customer data change event; creation of master records for consumers using static and streaming sources; providing data provenance, auditing capabilities, and queries across multiple tenants and third party systems. Embodiments provide a single view of a customer in a distributed system environment.

Claims (28)

1. A method, comprising:

publishing, by a computing device, a first patron data change event under a first publication rule, and a second patron data change event under a second publication rule, wherein the first patron data change event and the second patron data change event correspond to a same patron and are published on a multi-tenant bus configured to be accessed by a plurality of organizations associated with a same entity, wherein the first patron data change event corresponds to a first organization associated with the same entity and corresponds to a first type of service, and wherein the second patron data change event corresponds to a second organization associated with the same entity and corresponds to the first type of service; determining, by the computing device, a first rule to subscribe to the first patron data change event, and a second rule to subscribe to the second patron data change event; receiving, by the computing device, the first patron data change event subscribed under the first subscription rule, and the second patron data change event subscribed under the second subscription rule, the first patron data change event being isolated from the second patron data change event; and sending, by the computing device, a transmission comprising information based on the received first patron data change event;

deleting, by the computing device, the published first patron data change event and the published second data change event after a period of time.

2. The method of claim 1 , further comprising: adding, by the computing device, at least one record to the first patron data change event according to the first publication rule.

3. The method of claim 1 , wherein the first patron data change event is received under the first subscription rule by applying a first filter criteria.

4. The method of claim 1 , wherein the first patron data change event is published under a first publication rule by applying a second filter criteria.

5. The method of claim 1 , wherein a third data source subscribed to the first patron data change event at one time point of the period of time.

6. The method of claim 1 , wherein the first patron data change event is a business event.

7. A system, comprising:

a memory;

a processor coupled to the memory and configured to, based on instructions stored in the memory: publish a first patron data change event under a first publication rule, and a second patron data change event under a second publication rule, wherein the first patron data change event and the second patron data change event correspond to a same patron and are published on a multi-tenant bus configured to be accessed by a plurality of organizations associated with a same entity, wherein the first patron data change event corresponds to a first organization associated with the same entity and corresponds to a first type of service, and wherein the second patron data change event corresponds to a second organization associated with the same entity and corresponds to the first type of service; determine a first rule to subscribe to the first patron data change event, and a second rule to subscribe to the second patron data change event; receive the first patron data change event subscribed under the first subscription rule, and the second patron data change event subscribed under the second subscription rule, the first patron data change event being securely isolated from the second patron data change event; and send a transmission comprising information based on the received first patron data change event;

deleting, by the computing device, the published first patron data change event and the published second data change event after a period of time.

8. The system of claim 7 , wherein the processor is further configured to: add at least one record to the first patron data change event according to the first publication rule.

9. The system of claim 7 , wherein the first patron data change event is received under the first subscription rule by applying a first filter criteria.

10. The system of claim 7 , wherein the first patron data change event is under a first publication rule by applying a second filter criteria.

11. The system of claim 7 , wherein the processor is further configured to: delete the published first patron data change event and the published second data change event after a period of time.

12. The system of claim 7 , wherein a third data source subscribed to the first patron data change event at one time point of the period of time.

13. The system of claim 7 , wherein the first patron data change event is a business event.

14. A non-transitory computer-readable apparatus having instructions stored thereon that, when executed by a computing device, cause the computing device to perform operations comprising: publishing, by the computing device, a first patron data change event under a first publication rule, and a second patron data change event under a second publication rule, wherein the first patron data change event and the second patron data change event correspond to a same patron and are published on a multi-tenant bus configured to be accessed by a plurality of organizations associated with a same entity, wherein the first patron data change event corresponds to a first organization associated with the same entity and corresponds to a first type of service, and wherein the second patron data change event corresponds to a second organization associated with the same entity and corresponds to the first type of service, determining, by the computing device, a first rule to subscribe to the first patron data change event, and a second rule to subscribe to the second patron data change event; receiving, by the computing device, the first patron data change event subscribed under the first subscription rule, and the second patron data change event subscribed under the second subscription rule, the first patron data change event being securely isolated from the second patron data change event; and

sending, by the computing device, a transmission comprising information based on the received first patron data change event;

deleting, by the computing device, the published first patron data change event and the published second data change event after a period of time.

15. The non-transitory computer-readable apparatus of claim 14 , further comprising: adding, by the computing device, at least one record to the first patron data change event according to the first publication rule.

16. The non-transitory computer-readable apparatus of claim 14 , wherein the first patron data change event is received under the first subscription rule by applying a first filter criteria.

17. The non-transitory computer-readable apparatus of claim 14 , further comprising: deleting, by the computing device the published first patron data change event and the published second data change event after a period of time.

18. The non-transitory computer-readable apparatus of claim 14 , wherein a third data source subscribed to the first patron data change event at a time point of the period of time.

19. The non-transitory computer-readable apparatus of claim 14 , wherein the first patron data change event is a business event;

publishing, by a computing device, a first patron data, change event under a first publication rule, and a second patron data change event under a second publication rule, wherein the first patron data change event and the second patron data change event correspond to a same patron and are published on a multi-tenant bus configured to be accessed by a plurality of organizations associated with a same entity, wherein the first patron data change event corresponds to a first organization associated with the same entity and corresponds to a first type of service, and wherein the second patron data change event corresponds to a second organization associated with the same entity and corresponds to the first type of service; determining, by the computing device, a first rule to subscribe to the first patron data change event, and a second rule to subscribe to the second patron data change event; receiving, by the computing device, the first patron data change event subscribed under the first subscription rule, and the second patron data change event subscribed under the second subscription rule, the first patron data change event being isolated from the second patron data change event; and sending, by the computing device, a transmission comprising information based on the received first patron data change event;

deleting, by the computing device, the published first patron data change event and the published second data change event after a period of time.

Assignments (2)
CHANGE OF NAME Recorded Aug 4, 2026
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 076118/0548 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 11, 2020
From: TRAN, LEO; ANGULO, DAVID; WOODWARD, DAVID JAMES; CHADDA, ABHINAV; HACKER, DAVID; NESS, STEVEN; LAGROTTE, MATT; MOODY, JASON; MARCHANT, DANIEL; MONDOK, MATTHEW; RECIO, FEDERICO; ORUN, MEHMET; KOSTRZEWSKI, STEVEN; BILL, CHRISTOPHER; BARDE, KAUSTUBH; LODOVISI, LYDIA; FLAMION, SARAH; HALL, JAMIN; FINEMAN, CHARLES
To: SALESFORCE.COM, INC.
Reel/Frame 054617/0668 →
Continuity (2)
Provisional Application 62735552 · Sep 24, 2018
Related Publication 20200097475A1 · Mar 26, 2020