Systems and methods for creating custom actions
Disclosed are methods, apparatus, systems, and computer readable storage media for interacting with one or more data objects in an online social network. A user interface includes a publisher with a custom action. The custom action is defined in accordance with custom action instructions provided by a first entity via an application programming interface (API). Such custom action instructions may declaratively or programmatically define the data object, the interaction to be performed with the data object, and other attributes associated with the custom action. A user may request to interact with the data object via selection of the custom action by a second entity. Information may be submitted through the publisher to interact with the data object to update a database system associated with the data object. A feed item may be presented for inclusion in the information feed based on the update.
1. A system comprising:
a database system implemented using a server system, the database system configurable to cause:
defining a messaging program associated with a web service using one or more commands, the one or more commands defining an action and/or a search;
providing the messaging program to a client to allow users to interact with the web service;
obtaining an instruction to interact with an external system by searching the external system or initiating one or more actions in the external system, the external system being a third-party system outside of the database system;
triggering, for completing a task in the external system, the one or more actions in the external system, the task including one or more items to be performed at least in part by one or more users;
sharing one or more results associated with completing the task in the external system with a conversation associated with the messaging program;
adding a poll to a channel or a chat associated with the messaging program, the poll linked through the database system with the one or more results associated with completing the task in the external system; and
adding question and answer options associated with the poll.
2. The system of claim 1 , wherein the instruction is obtained through a compose message area, a command box, or directly from a message.
3. The system of claim 1 , wherein the interaction with the external system includes reserving a resource, and the one or more results includes a day and/or a time of the reservation.
4. The system of claim 1 , wherein the interaction with the external system includes completing a task using the external system.
5. The system of claim 1 , wherein the interaction with the external system includes creating a bug in a tracking system based on a message and assigning the bug to a person, and the one or more results include bug details.
6. The system of claim 1 , the one or more actions in the external system being configurable to cause one or more database records to be created or updated.
7. The system of claim 6 , the one or more database records including a customer relationship management (CRM) object, the CRM object including one or more of: a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, a custom object, or a page.
8. A computer program product comprising a non-transitory computer-readable medium storing computer-readable program code capable of being executed by one or more processors, the program code comprising instructions configurable to cause:
defining a messaging program associated with a web service using one or more commands, the one or more commands defining an action and/or a search;
providing the messaging program to a client to allow users to interact with the web service;
obtaining an instruction to interact with an external system by searching the external system or initiating one or more actions in the external system, the external system being a third-party system outside of a database system;
triggering, for completing a task in the external system, the one or more actions in the external system, the task including one or more items to be performed at least in part by one or more users;
sharing one or more results associated with completing the task in the external system with a conversation associated with the messaging program;
adding a poll to a channel or a chat associated with the messaging program, the poll linked through the database system with the one or more results associated with completing the task in the external system; and
adding question and answer options associated with the poll.
9. The computer program product of claim 8 , wherein the instruction is obtained through a compose message area, a command box, or directly from a message.
10. The computer program product of claim 8 , wherein the interaction with the external system includes reserving a resource, and the one or more results includes a day and/or a time of the reservation.
11. The computer program product of claim 8 , wherein the interaction with the external system includes completing a task using the external system.
12. The computer program product of claim 8 , wherein the interaction with the external system includes creating a bug in a tracking system based on a message and assigning the bug to a person, and the one or more results include bug details.
13. The computer program product of claim 8 , the one or more actions in the external system being configurable to cause one or more database records to be created or updated.
14. The computer program product of claim 13 , the one or more database records including a customer relationship management (CRM) object, the CRM object including one or more of: a lead, a case, an account, an opportunity, a task, a contact, a campaign, a contract, an event, a custom object, or a page.
15. A computer-implemented method comprising:
defining a messaging program associated with a web service using one or more commands, the one or more commands defining an action and/or a search;
providing the messaging program to a client to allow users to interact with the web service;
obtaining an instruction to interact with an external system by searching the external system or initiating one or more actions in the external system, the external system being a third-party system outside of a database system;
triggering, for completing a task in the external system, the one or more actions in the external system, the task including one or more items to be performed at least in part by one or more users;
sharing one or more results associated with completing the task in the external system with a conversation associated with the messaging program;
adding a poll to a channel or a chat associated with the messaging program, the poll linked through the database system with the one or more results associated with completing the task in the external system; and
adding question and answer options associated with the poll.
16. The method of claim 15 , wherein the instruction is obtained through a compose message area, a command box, or directly from a message.
17. The method of claim 15 , wherein the interaction with the external system includes reserving a resource, and the one or more results includes a day and/or a time of the reservation.
18. The method of claim 15 , wherein the interaction with the external system includes completing a task using the external system.
19. The method of claim 15 , wherein the interaction with the external system includes creating a bug in a tracking system based on a message and assigning the bug to a person, and the one or more results include bug details.
20. The method of claim 15 , the one or more actions in the external system being configurable to cause one or more database records to be created or updated.