US 11,914,612 B2
Selective synchronization of linked records
Joshua Siegel, Atlanta, GA (US); Michael M. Frank, Marietta, GA (US); Robert Phillips, Atlanta, GA (US); and Michael Diffenderfer, Atlanta, GA (US)
Assigned to Salesforce, Inc., San Francisco, CA (US)
Filed by salesforce.com, inc., San Francisco, CA (US)
Filed on Oct. 24, 2018, as Appl. No. 16/169,248.
Claims priority of provisional application 62/735,428, filed on Sep. 24, 2018.
Prior Publication US 2020/0097485 A1, Mar. 26, 2020
Int. Cl. G06F 16/27 (2019.01)
CPC G06F 16/27 (2019.01) 3 Claims
OG exemplary drawing
 
1. A computer-implemented method comprising:
receiving a criteria for a primary database comprising records belonging to a first tenant, wherein one or more of the records of the primary database are linked to records of a first instance database that is part of a first database system and wherein the criteria comprises the inclusion of an expression or value in at least one specified field of a record, wherein the criteria is received through a user interface;
determining one or more of the records of the primary database that meet the criteria by determining that each of the one or more of the records of the primary database comprise the expression or value of the criteria in the specified field;
synchronizing the one or more of the records of the primary database that meet the criteria with the first instance database:
for a record in the primary database that is one of the one or more records that is linked to a record of the first instance database, synchronizing record data between the record in the primary database and the record in the first instance database to which the record in the primary database is linked,
for a record in the primary database that is not one of the one or more records that is linked to a record of the first instance database, generating a new record in the first instance database using record data from the record in the primary database, and linking the new record in the first instance database to the record in the primary database: and
preventing the synchronization of records of the primary database that do not meet the criteria by limiting the visibility of the records of the primary database that do not meet the criteria to a synchronization component of the first database system by hiding, by a primary application of the primary database, the records of the primary database that do not meet the criteria from the synchronization component of the first database system wherein the synchronization component has access to records belonging to the first tenant that are not hidden.