US 12,235,865 B1
No-code configuration of data visualization actions for execution of parameterized remote workflows with data context via API
Matthew Mark Miller, Wheaton, IL (US); Kaushal Manhar Joshi, Sunnyvale, CA (US); and Ridhima Gupta, Seattle, WA (US)
Assigned to Salesforce, Inc., San Francisco, CA (US)
Filed by Salesforce, Inc., San Francisco, CA (US)
Filed on Aug. 1, 2022, as Appl. No. 17/878,821.
Int. Cl. G06F 16/26 (2019.01); G06F 9/54 (2006.01); G06F 16/54 (2019.01)
CPC G06F 16/26 (2019.01) [G06F 9/547 (2013.01)] 20 Claims
OG exemplary drawing
 
20. A non-transitory computer-readable storage medium storing one or more programs, the one or more programs comprising instructions, which when executed by a computing device having a display, cause the computing device to perform operations comprising:
displaying, in a graphical user interface corresponding to a data visualization application, a dashboard having one or more data visualizations related to a data source;
receiving a user interaction with a first data mark of a first data visualization of the dashboard;
comparing the user interaction to a set of stored trigger actions;
determining, based on the comparing, that the user interaction corresponds to a predefined trigger to initiate a workflow action to be executed by an external service, distinct from the data visualization application:
in accordance with the determination:
identifying a predefined action template corresponding to the workflow action, the predefined action template specifying a plurality of parameters for execution of the workflow action by the external service;
extracting a subset of data from the data source, corresponding to the parameters;
mapping the subset of data to the parameters of the action template, including converting a data array of the first data mark to a scalar input field; and
causing the external service to execute the workflow action in accordance with the action template and the mapped subset of data, including the scalar input field that is mapped to the parameters.