System and method for generating and managing pseudo data fields in CRM
Systems and methods for generating a pseudo data field in a CRM system to allow end users to generate and manage pseudo data fields for account objects in the CRM system, which may behave like actual data fields of account objects in the CRM system but live outside the CRM account. The present invention uses a data model that includes two objects to allow end users to generate and manage the pseudo data fields. One of the objects is pseudo data field configuration object, which may be used to configure the pseudo data fields that should be made available to end users. The other object is pseudo data field object which may be used to record user responses or values users use to populate the pseudo data field.
1. A computer-implemented method for generating a pseudo data field in a CRM system, the method comprising:
receiving a request, at a pseudo data field controller in a server of the CRM system, for generating a pseudo data field for an account object in the CRM system;
displaying a first user interface for generating the pseudo data field, wherein the first user interface comprises a first area for receiving input for configuring a pseudo data field configuration object;
receiving a first user input, in the first area on the first user interface, for a pseudo data field configuration object;
storing the pseudo data field configuration object in a storage device of the CRM system;
generating and displaying a combined CRM account detail page, wherein the combined CRM account detail page comprises a first area for displaying fields of the account object in the CRM system and a second area for displaying the pseudo data field;
receiving a second user input in the pseudo data field on the combined CRM account detail page;
storing the second user input in a pseudo data field object in the storage device of the CRM system, separately from data in the fields of the account object in the CRM system; and
enabling generation of a data visualization interface for rendering a first custom report according to user configuration previously received on a template of the data visualization interface, wherein the user configuration comprises a first type of data to be displayed at a first location on the first custom report and a second type of data to be displayed at a second location on the first custom report.
2. The method of claim 1 , further comprising: generating a first record of the pseudo data field configuration object for defining a data type to be entered in the pseudo data field.
3. The method of claim 2 , wherein the data type comprises text.
4. The method of claim 2 , wherein the data type comprises a text area.
5. The method of claim 2 , wherein the data type comprises a picklist.
6. The method of claim 2 , wherein the pseudo data field configuration object comprises a record type and a field.
7. The method of claim 1 , wherein the pseudo data field object comprises a record type and a field.
8. The method of claim 1 , wherein the first user interface for generating the pseudo data field comprises a second area for receiving input for configuring the pseudo data field object.
9. The method of claim 1 , further comprising: adding the pseudo data field as a component to a page layout of the account object in the CRM system.
10. The method of claim 1 , further comprising: storing input to fields of the account object in the CRM system on the combined CRM account detail page before storing input to the pseudo data field on the combined CRM account detail page.
11. The method of claim 1 , further comprising: changing the pseudo data field to an inactive status to remove it from the combined CRM account detail page.
12. The method of claim 1 , further comprising: changing the pseudo data field to a staged status to temporarily prevent access to it.
13. The method of claim 1 , further comprising: changing the pseudo data field to a read-only status.
14. The method of claim 1 , further comprising: tracking data changes to the pseudo data field.
15. A CRM system, comprising:
a storage device;
a CRM server, wherein the CRM server comprises a pseudo data field controller for:
receiving a request, at a pseudo data field controller in the server of the CRM system, for generating a pseudo data field for an account object in the CRM system;
displaying a first user interface for generating the pseudo data field, wherein the first user interface comprises a first area for receiving input for configuring a pseudo data field configuration object;
receiving a first user input, in the first area on the first user interface, for a pseudo data field configuration object;
storing the pseudo data field configuration object to the storage device of the CRM system;
generating and displaying a combined CRM account detail page, wherein the combined CRM account detail page comprises a first area for displaying fields of the account object in the CRM system and a second area for displaying the pseudo data field;
receiving a second user input in the pseudo data field on the combined CRM account detail page;
storing the second user input in a pseudo data field object in the storage device of the CRM system, separately from data in the fields of the account object in the CRM system; and
enabling generation of a data visualization interface for rendering a first custom report according to user configuration previously received on a template of the data visualization interface, wherein the user configuration comprises a first type of data to be displayed at a first location on the first custom report and a second type of data to be displayed at a second location on the first custom report.