System and method for updating CRM data
US11727033B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Nov 6, 2020 |
| Grant date | Aug 15, 2023 |
| Priority date | — |
| Expiry date | Nov 6, 2040 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F16/287
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online. Users may edit the CRM data displayed in the custom report.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.