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US Patent 12106131 Metadata driven guided rules editor

Patent 12106131 was granted and assigned to Salesforce on October, 2024 by the United States Patent and Trademark Office.

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Is a
Patent
Patent
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Patent attributes

Patent Applicant
Salesforce
Salesforce
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Current Assignee
Salesforce
Salesforce
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Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
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Patent Number
121061310
Patent Inventor Names
Kevin Han0
Parth Vijay Vaishnav0
Mitchell Christensen0
Date of Patent
October 1, 2024
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Patent Application Number
179937510
Date Filed
November 23, 2022
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Patent Citations
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US Patent 7069231 Methods and systems for defining, applying and executing customer care relationship plans
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US Patent 7069497 System and method for applying a partial page change
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US Patent 7100111 Method and system for optimum placement of advertisements on a webpage
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US Patent 7181758 Information distribution and processing system
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US Patent 7269590 Method and system for customizing views of information associated with a social network user
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US Patent 7289976 Easy-to-use data report specification
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US Patent 7340411 System and method for generating, capturing, and managing customer lead information over a computer network
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US Patent 7356482 Integrated change management unit
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Patent Primary Examiner
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Tadesse Hailu
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CPC Code
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G06Q 10/067
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G06F 8/427
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G06F 9/453
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Patent abstract

Implementation of a guided rules editor comprises displaying a view of a user interface (UI) of the guided rules editor to a user on the client device. Metadata of an organization to which the user belongs is fetched and used to identify which data of the organization is eligible for rule creation and attributes of the metadata are used to determine a layout of the one or more UI selection elements. One or more UI selection elements are rendered in one or more positions in the view on a display screen according to the layout and at least a portion of the one or more UI selection elements are populated with the data of the organization. Responsive to receiving user input of the one or more UI selection elements, an organization-specific rule is generated and saved to a data repository for execution by a rules engine after rule compilation.

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