Systems and methods for implementing customized drop-down menus

摘要

Systems and methods for implementing customized drop-down menus in user interface displays. Drop-down menus include one or more selection options and a table having multiple fields. Drop-down menu items are particularly useful for assisting a user with assigning information synchronized into a target database from one database system, such as an Outlook file, to objects in the target database system, such as a multi-tenant database system as well as providing suggestions to the user from search results when they may want to choose one of those results or perform a different action altogether.

主权项

1. A system comprising:
a database system implemented using a server system, the database system configurable to cause:
accessing a source database storing a plurality of source records in a first format, the first format capable of being used by a source application to process the source records, the source application provided by a first provider and providing at least one information management service;determining, using the database system, that a portion of the source records are candidate source records to be assigned to a target database, the target database storing a plurality of target records in a second format different from the first format, the second format capable of being used by a target application to process the target records, the target application provided by a second provider different from and external to the first provider and providing at least one customer management service;processing a selection of two or more of the candidate source records from the portion of source records, the two or more candidate source records capable of being assigned to a same target record;responsive to the selection of the two or more candidate source records, identifying by a server associated with the database system:
a first target record as comprising a customer account, the identification of the first target record based on a name of an organization being associated with the two or more candidate source records and with the customer account, anda second target record as comprising an opportunity, the opportunity being a potential sale or a pending sale, the identification of the second target record based on a purchase order being associated with the two or more candidate source records and with the customer account;displaying a first item in a user interface on a display device, the first item comprising a representation of the identified customer account and a first visual indicator, the first visual indicator representing a first object type of the customer account;displaying a second item in the user interface on the display device, the second item comprising a representation of the identified opportunity and a second visual indicator, the second visual indicator representing a second object type of the opportunity, the second object type being a different customer relationship management object type than the first object type;processing a selection of the identified customer account, the selection submitted via the user interface on the display device; andassigning, using the database system and in real-time with respect to processing the selection of the identified customer account, the two or more candidate source records to the selected customer account, the assignment being identifiable by data stored in the target database.