US 12,124,453 B2
Metadata driven dataset management
Kaushal Bansal, Pleasanton, CA (US); Venkata Muralidhar Tejomurtula, Danville, CA (US); Azeem Feroz, San Jose, CA (US); Dmytro Kashyn, Holliston, MA (US); Dmytro Kudriavtsev, Belmont, CA (US); Shouzhong Shi, San Jose, CA (US); and Ajitesh Jain, San Mateo, CA (US)
Assigned to Salesforce, Inc., San Francisco, CA (US)
Filed by Salesforce, Inc., San Francisco, CA (US)
Filed on Nov. 30, 2023, as Appl. No. 18/525,429.
Application 18/525,429 is a continuation of application No. 18/159,582, filed on Jan. 25, 2023, granted, now 11,893,024.
Application 18/159,582 is a continuation of application No. 17/099,478, filed on Nov. 16, 2020, granted, now 11,586,628, issued on Feb. 21, 2023.
Application 17/099,478 is a continuation of application No. 15/828,118, filed on Nov. 30, 2017, granted, now 10,838,962, issued on Nov. 17, 2020.
Prior Publication US 2024/0095245 A1, Mar. 21, 2024
Int. Cl. G06F 16/2457 (2019.01); G06F 16/22 (2019.01); G06F 16/2455 (2019.01); G06F 16/25 (2019.01); G06F 16/81 (2019.01); G06Q 30/01 (2023.01)
CPC G06F 16/2455 (2019.01) [G06F 16/2228 (2019.01); G06F 16/24578 (2019.01); G06F 16/252 (2019.01); G06F 16/81 (2019.01); G06Q 30/01 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method for configuring the operation of software of a data as a service (DAAS) system during run time, wherein the DAAS system offers records in a dataset provided by a data provider, comprising:
receiving at the DAAS system a match query from a customer relationship management system, wherein the customer relationship management system transmitted the match query responsive to a user using an interface of the customer relationship management system to trigger an update of a plurality of records in the customer relationship management system that were previously imported from the DAAS system;
querying, by the DAAS system, for records in the dataset that match the plurality of the records in the customer relationship management system that were previously imported from the DAAS system, wherein the querying is configured at run time according to metadata that identifies, for one or more records in the dataset, a field to match on and a match threshold; and
in response to the match query, the DAAS system producing a match query result that includes records in the dataset to be imported to update at least some of the plurality of records that were previously imported from the DAAS system.