US 12,307,191 B2
In-line live data mentions
Nathan Botwick, San Francisco, CA (US); Anuj Bheda, San Francisco, CA (US); Nikrad Mahdi, Oakland, CA (US); Justin Edmund, San Francisco, CA (US); Kyle Meyer, San Francisco, CA (US); Hieu Van Nguyen, San Ramon, CA (US); David Rapoport, San Francisco, CA (US); Jiaying Xu, San Francisco, CA (US); Thinh Van Lam, Dublin, CA (US); Bashar Al-Rawi, San Francisco, CA (US); Yunjie Ma, Oakland, CA (US); Oguz Demir, Amsterdam (NL); and Melanie Matsuo, San Francisco, CA (US)
Assigned to Salesforce, Inc., San Francisco, CA (US)
Filed by Salesforce, Inc., San Francisco, CA (US)
Filed on Aug. 5, 2022, as Appl. No. 17/817,979.
Claims priority of provisional application 63/231,586, filed on Aug. 10, 2021.
Prior Publication US 2023/0052809 A1, Feb. 16, 2023
Int. Cl. G06F 16/93 (2019.01); G06F 40/18 (2020.01)
CPC G06F 40/18 (2020.01) [G06F 16/93 (2019.01)] 16 Claims
OG exemplary drawing
 
1. A method for data processing, comprising:
receiving, at a document editing client corresponding to a tenant of a plurality of tenants, an indication to activate an in-line view of a data record within a document of the document editing client, wherein the data record corresponds to an object of a set of objects associated with the tenant;
receiving, via a first user interface that is displayed within the document of the document editing client, in response to receiving the indication to activate the in-line view of the data record, and that comprises an indication of a plurality of data platforms that are external to the document editing client, a first selection of a first data platform from the plurality of data platforms;
querying, in response to receiving the first selection of the first data platform, the first data platform for the set of objects associated with the tenant corresponding to the document editing client, wherein the first data platform stores objects associated with the plurality of tenants;
causing, in response to receiving the first selection of the first data platform, a second user interface to be displayed within the document of the document editing client, wherein the second user interface displays an indication of the set of objects associated with the tenant for selection within the document of the document editing client;
receiving, via the second user interface and based at least in part on causing the second user interface to be displayed, a second selection of the data record that corresponds to the object of the set of objects associated with the tenant;
querying, based at least in part on receiving the second selection of the data record that corresponds to the object, the first data platform for a value corresponding to the data record from the first data platform, wherein the value corresponding to the data record that corresponds to the object is associated with the tenant; and
causing the value to be displayed within the document of the document editing client in an in-line position at which the indication to activate the in-line view is received.