Invention Grant
- Patent Title: System and method for generating and managing pseudo data fields in CRM
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Application No.: US17246514Application Date: 2021-04-30
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Publication No.: US11544241B1Publication Date: 2023-01-03
- Inventor: Arno Sosna , Povilas Petkevicius , Camila Muse
- Applicant: Veeva Systems Inc.
- Applicant Address: US CA Pleasanton
- Assignee: Veeva Systems Inc.
- Current Assignee: Veeva Systems Inc.
- Current Assignee Address: US CA Pleasanton
- Main IPC: G06F17/00
- IPC: G06F17/00 ; G06F3/0482 ; G06F3/0484 ; G06F16/21 ; G06Q30/00 ; G06F16/28 ; G06F21/62

Abstract:
Systems and methods for generating a pseudo data field in a CRM system to allow end users to generate and manage pseudo data fields for account objects in the CRM system, which may behave like actual data fields of account objects in the CRM system but live outside the CRM account. The present invention uses a data model that includes two objects to allow end users to generate and manage the pseudo data fields. One of the objects is pseudo data field configuration object, which may be used to configure the pseudo data fields that should be made available to end users. The other object is pseudo data field object which may be used to record user responses or values users use to populate the pseudo data field.
Information query