Systems and methods for facilitation communications among customer relationship management users
Inventors
Kraljevic, Tom • Rodriguez, III, Fernando • Vallabhaneni, Geetha
Assignees
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Publication Number
US-10909142-B2
Publication Date
2021-02-02
Expiration Date
Abstract
A method for synchronizing Customer Relationship Management data between a Software as a Service (“SaaS”) CRM provider and a mobile device. This method enables both read and write access from the mobile device whether a network connection to the SaaS provider is available or not. The method involves creating a local mobile device database to track portions or all of the SaaS provider database. In the case where a network separation occurs and the device and SaaS databases diverge, the synchronization method may be used to make the mobile device database and the SaaS database consistent and coherent again. In one embodiment, multiple local database tables are used to represent a single SaaS CRM table to facilitate synchronization, and a status indicator is used to visually and quickly convey status to the mobile user.
Core Innovation
The invention concerns requesting data from a customer relationship management system by a client application across a network, with updates to a table in a local database. The approach issues a query to request data from a table in a server database and updates the data to a table in a local database, and issues a second query to request additional data from the server database table and updates the additional data to the local database table.
When the client application is not connected to the network, the method updates the local database table with locally obtained client application data. The method then sends the locally obtained client application data from the local database table to the customer relationship management system to update the server database table.
In bidirectional synchronization, the client application establishes a local client database and sends a query for table metadata to the customer relationship management system. The client application receives table metadata, uses it to establish the schema for at least one local client database table corresponding to a server database table used by the customer relationship management system, updates the local client database table when not connected to the network, and sends locally obtained data to update the customer relationship management system.
Claims Coverage
The document provides three independent claims that define synchronization between a customer relationship management system and a client application, comprising local database table updates during network disconnection and later sending local data back to update server tables. Across the independent claims, the inventive features include multiple queries to fetch server data and update corresponding local tables, bidirectional synchronization using server-provided table metadata to establish local schema, and a local database structure with a <SObject> synched table along with <SObject> main and <SObject> orig tables.
Multiple queries with local updates and network-disconnected sending
Issuing a query from the client application to the customer relationship management system requesting data from a table in a server database and updating the data to a table in a local database; issuing a second query requesting additional data from the server database table and updating the additional data to the local database table; updating the local database table with locally obtained client application data when not connected to the network; and sending the locally obtained client application data from the local database table to the customer relationship management system to update the server database table, wherein the issuing the second query may occur before or after the sending.
Bidirectional synchronization using table metadata to establish local schema
Establishing a local client database; sending a query for table metadata to the customer relationship management system; receiving table metadata; using the table metadata to establish the schema for at least one local client database table corresponding to a server database table utilized by the customer relationship management system; updating the local client database table with locally obtained client application data when not connected to the network; and sending the locally obtained client application data from the local database table to the customer relationship management system to update the customer relationship management system.
Local database structure with synched, main, and orig <SObject> tables
The table in the local database comprises a <SObject> synched table, and the local database also comprises a <SObject> main table and a <SObject> orig table.
The independent claims collectively require a synchronization method where a client application issues queries to retrieve server database table data into a local database, updates local tables with locally obtained client application data while not connected, and later sends the locally obtained data to update the server. The bidirectional synchronization claim adds requesting table metadata from the customer relationship management system and using the metadata to establish local schema for corresponding tables. All independent claims specify a local database organization that includes a <SObject> synched table and also includes <SObject> main and <SObject> orig tables.
Stated Advantages
Documented Applications
No documented applications found
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