Systems and methods for cross domain service component interaction
Disclosed are methods, apparatus, systems, and computer readable storage media for interacting with components across different domains in a single user interface in an online social network. The user interface includes a first component and a second component, where the first component exposes content from a first database system at a first network domain and the second component exposes content from a second database system at a second network domain. A first interaction with the first component is received at a computing device, followed by a reference being provided in the second component, where the reference includes information related to the first interaction. A second interaction with the second component regarding the reference can be received at the computing device. Interactions between the components hosted on different database systems can occur through an application programming interface (API).
1. A system comprising:
a database system implemented using a server system, the database system configurable to cause:
displaying, at a user device, a user interface comprising a presentation of a customer record stored in a database, the presentation of the customer record comprising an activities component;
obtaining, from the user device, an indication of user selection of the activities component;
displaying, at the user device in association with the activities component, a plurality of actions, the actions being types of activities and comprising one or more of: adding a note, adding an email, adding a phone call, adding an appointment, or adding a task;
obtaining, from the user device, an indication of user selection of one of the actions;
associating, in a database, the selected action with the customer record;
obtaining, from the user device, a request to search for knowledge articles relevant to the customer record;
identifying, by performing a knowledge article search on a database, a designated knowledge article satisfying the request;
displaying, at the user device in association with an identification of the designated knowledge article, a graphical link button and a graphical email button;
obtaining, from the user device via the link button, a request to link the designated knowledge article with the customer record;
associating, in a database and responsive to the link request, the designated knowledge article with the customer record;
obtaining, from the user device via the graphical email button, a request to email the designated knowledge article;
opening, at the user device and responsive to the email request, an email form with a link to the designated knowledge article;
obtaining, from the user device, a request for an activity feed associated with the customer record; and
displaying, at the user device, the activity feed comprising a communication history associated with the customer record, the communication history identifying the selected action, the designated knowledge article, and a transmitted email generated from the email form.
2. The system of claim 1 , the database system further configurable to cause:
obtaining, from the user device, a request to unlink the designated knowledge article from the customer record; and
disassociating the designated knowledge article from the customer record.
3. The system of claim 1 , wherein the activity feed comprises a list of activities, and the database system is further configurable to cause:
obtaining, from the user device, a request to filter the list of activities according to a user interest parameter; and
updating the displayed activity feed to present one or more of the list of activities satisfying the user interest parameter.
4. The system of claim 3 , wherein the user interest parameter specifies one or more of the types of activities.
5. The system of claim 1 , wherein the designated knowledge article comprises one or more of: a solution to an issue, product documentation, feature documentation, an answer to a question, or a product brief.
6. The system of claim 1 , wherein the customer record is one of a contact, an opportunity, or an account.
7. A computer program product comprising computer-readable program code to be executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code including instructions configurable to cause:
displaying, at a user device, a user interface comprising a presentation of a customer record stored in a database, the presentation of the customer record comprising an activities component;
obtaining, from the user device, an indication of user selection of the activities component;
displaying, at the user device in association with the activities component, a plurality of actions, the actions being types of activities and comprising one or more of: adding a note, adding an email, adding a phone call, adding an appointment, or adding a task;
obtaining, from the user device, an indication of user selection of one of the actions;
associating, in a database, the selected action with the customer record;
obtaining, from the user device, a request to search for knowledge articles relevant to the customer record;
identifying, by performing a knowledge article search on a database, a designated knowledge article satisfying the request;
displaying, at the user device in association with an identification of the designated knowledge article, a graphical link button and a graphical email button;
obtaining, from the user device via the link button, a request to link the designated knowledge article with the customer record;
associating, in a database and responsive to the link request, the designated knowledge article with the customer record;
obtaining, from the user device via the graphical email button, a request to email the designated knowledge article;
opening, at the user device and responsive to the email request, an email form with a link to the designated knowledge article;
obtaining, from the user device, a request for an activity feed associated with the customer record; and
displaying, at the user device, the activity feed comprising a communication history associated with the customer record, the communication history identifying the selected action, the designated knowledge article, and a transmitted email generated from the email form.
8. The computer program product of claim 7 , the instructions further configurable to cause:
obtaining, from the user device, a request to unlink the designated knowledge article from the customer record; and
disassociating the designated knowledge article from the customer record.
9. The computer program product of claim 7 , wherein the activity feed comprises a list of activities, and the instructions are further configurable to cause:
obtaining, from the user device, a request to filter the list of activities according to a user interest parameter; and
updating the displayed activity feed to present one or more of the list of activities satisfying the user interest parameter.
10. The computer program product of claim 9 , wherein the user interest parameter specifies one or more of the types of activities.
11. The computer program product of claim 7 , wherein the designated knowledge article comprises one or more of: a solution to an issue, product documentation, feature documentation, an answer to a question, or a product brief.
12. The computer program product of claim 7 , wherein the customer record is one of a contact, an opportunity, or an account.
13. A method comprising:
causing display, at a user device, of a user interface comprising a presentation of a customer record stored in a database, the presentation of the customer record comprising an activities component;
obtaining, from the user device, an indication of user selection of the activities component;
causing display, at the user device in association with the activities component, of a plurality of actions, the actions being types of activities and comprising one or more of: adding a note, adding an email, adding a phone call, adding an appointment, or adding a task;
obtaining, from the user device, an indication of user selection of one of the actions;
associating, in a database, the selected action with the customer record;
obtaining, from the user device, a request to search for knowledge articles relevant to the customer record;
identifying, by performing a knowledge article search on a database, a designated knowledge article satisfying the request;
causing display, at the user device in association with an identification of the designated knowledge article, of a graphical link button and a graphical email button;
obtaining, from the user device via the link button, a request to link the designated knowledge article with the customer record;
associating, in a database and responsive to the link request, the designated knowledge article with the customer record;
obtaining, from the user device via the graphical email button, a request to email the designated knowledge article;
causing opening, at the user device and responsive to the email request, of an email form with a link to the designated knowledge article;
obtaining, from the user device, a request for an activity feed associated with the customer record; and
causing display, at the user device, of the activity feed comprising a communication history associated with the customer record, the communication history identifying the selected action the designated knowledge article, and a transmitted email generated from the email form.
14. The method of claim 13 , further comprising:
obtaining, from the user device, a request to unlink the designated knowledge article from the customer record; and
disassociating the designated knowledge article from the customer record.
15. The method of claim 13 , wherein the activity feed comprises a list of activities, and the method further comprises:
obtaining, from the user device, a request to filter the list of activities according to a user interest parameter; and
causing updating of the displayed activity feed to present one or more of the list of activities satisfying the user interest parameter.
16. The method of claim 15 , wherein the user interest parameter specifies one or more of the types of activities.
17. The method of claim 13 , wherein the designated knowledge article comprises one or more of: a solution to an issue, product documentation, feature documentation, an answer to a question, or a product brief.