Custom settings are very useful when it comes to storing static or reusable information in Salesforce, plus it also can work as a switch to turn your application rules ON and OFF. They do count towards your Custom Objects governor limit however. There are two types of settings — List and Hierarchical. In this post we are going to look at each of them and suggest typical ways in which you can use them. List settings are structured similar to records held in a custom object. They allow you to store org-wide static data that is frequently used, and therefore cached for performance.
Data in List settings do not vary by user and profile, there is no ownership, field level security or record security, and it is available organisation wide i. You may ask why we need to use List settings when same thing can be done through a Custom Object? Well the answer is simple. Custom Settings are stored in the application cache and do not count against SOQL limits when fetched. They can also only be updated by a System Administrator or Configure Application profile permission user. Custom Settings have their own methods to access them — we will have a look below at an example on how we can use getInstance and getAll methods.
Lets consider a scenario where your customer Service team wants to differentiate between incoming email address with domain names.
They want their partner emails to be redirected to different queue with some additional business logic to be applied. Once you have created the custom setting, you need to define the fields to add to it. The following are the data types that are available for custom settings fields. Option 1: I would like to use the default Inventor settings.
The default Application Options settings are installed. This option provides a similar feel to the AutoCAD product. Option 3: I would like to import custom settings. Imports customized Application Options settings from an xml file created in the Application Options dialog.
How do I create custom Application Options settings? You can manage your Application Options settings, by storing and applying settings as a named file. Application Options settings can be exported to an XML file, making them portable across computers and easily migrated to the next Autodesk Inventor release. Also, CAD Managers can use them to deploy a consistent set of user preferences for all users or specific groups.
The installation locations for both import and export operations is:. Exported application options can be imported on a per machine basis. Once the process is initiated, the user can name the custom object at block , the naming can include defining labels and descriptions and associating the custom object with an application or an API. Typically the application will call the API which will then refer to the custom settings to respond to the call from the application.
At block , the user or developer creates or edits fields for the custom object. The user interface as shown in FIG. The user can edit or delete the existing fields and add new ones if desired. The user can also specify the parameters and behaviors of each field. This might include specifying a field as a time field so that user entries are properly received, parsed, formatted, and displayed.
At block a behavior is assigned for each field. This will typically be in the form of an action, however, the invention is not so limited. The behaviors may resemble those shown in FIG. At block , a user sets the custom object to a specified type. In the provided examples, there are two types, list or application and hierarchical. Other and additional types may be used depending on the particular implementation.
At block , if the custom object is of a hierarchical type, then the user permissions to users regarding the created fields. On the other hand, at block , if the custom object is of a list type then the user may configure a list for the object.
As to assigning permissions, for a hierarchical type of custom setting, the permissions may also be hierarchical. In one example, permission values are first assigned to a primary level such as an organizational or group level. Then overrides are assigned at a second level, such as a group or individual user level. Environment may include user systems , network , system , processor system , application platform , network interface , tenant data storage , system data storage , program code , and process space Environment is an environment in which an on-demand database service exists.
User system may be any machine or system that is used by a user to access a database user system. As illustrated in FIG. Some on-demand database services may store information from one or more tenants stored into tables of a common database image to form a multi-tenant database system MTS.
A database image may include one or more database objects. A relational database management system RDMS or the equivalent may execute storage and retrieval of information against the database object s. In an embodiment, on-demand database service may include an application platform that enables creation, managing and executing one or more applications developed by the provider of the on-demand database service, users accessing the on-demand database service via user systems , or third party application developers accessing the on-demand database service via user systems The users of user systems may differ in their respective capacities, and the capacity of a particular user system might be entirely determined by permissions permission levels for the current user.
For example, where a salesperson is using a particular user system to interact with system , that user system has the capacities allotted to that salesperson. However, while an administrator is using that user system to interact with system , that user system has the capacities allotted to that administrator.
In systems with a hierarchical role model, users at one permission level may have access to applications, data, and database information accessible by a lower permission level user, but may not have access to certain applications, database information, and data accessible by a user at a higher permission level.
Thus, different users will have different capabilities with regard to accessing and modifying application and database information, depending on a user's security or permission level.
Network is any network or combination of networks of devices that communicate with one another. For example, network can be any one or any combination of a LAN local area network , WAN wide area network , telephone network, wireless network, point-to-point network, star network, token ring network, hub network, or other appropriate configuration.
Such an HTTP server might be implemented as the sole network interface between system and network , but other techniques might be used as well or instead. In some implementations, the interface between system and network includes load sharing functionality, such as round-robin HTTP request distributors to balance loads and distribute incoming HTTP requests evenly over a plurality of servers. At least as for the users that are accessing that server, each of the plurality of servers has access to the MTS' data; however, other alternative configurations may be used instead.
In one embodiment, system , shown in FIG. For example, in one embodiment, system includes application servers configured to implement and execute CRM software applications as well as provide related data, code, forms, webpages and other information to and from user systems and to store to, and retrieve from, a database system related data, objects, and Webpage content. With a multi-tenant system, data for multiple tenants may be stored in the same physical database object, however, tenant data typically is arranged so that data of one tenant is kept logically separate from that of other tenants so that one tenant does not have access to another tenant's data, unless such data is expressly shared.
In certain embodiments, system implements applications other than, or in addition to, a CRM application. For example, system may provide tenant access to multiple hosted standard and custom applications, including a CRM application. User or third party developer applications, which may or may not include CRM, may be supported by the application platform , which manages creation, storage of the applications into one or more database objects and executing of the applications in a virtual machine in the process space of the system One arrangement for elements of system is shown in FIG.
Additional processes that may execute on system include database indexing processes. Several elements in the system shown in FIG. For example, each user system could include a desktop personal computer, workstation, laptop, PDA, cell phone, or any wireless access protocol WAP enabled device or any other computing device capable of interfacing directly or indirectly to the Internet or other network connection.
User system typically runs an HTTP client, e. Each user system also typically includes one or more user interface devices, such as a keyboard, a mouse, trackball, touch pad, touch screen, pen or the like, for interacting with a graphical user interface GUI provided by the browser on a display e. For example, the user interface device can be used to access data and applications hosted by system , and to perform searches on stored data, and otherwise allow a user to interact with various GUI pages that may be presented to a user.
As discussed above, embodiments are suitable for use with the Internet, which refers to a specific global internetwork of networks.
Additionally, the entire program code, or portions thereof, may be transmitted and downloaded from a software source over a transmission medium, e. According to one embodiment, each system is configured to provide webpages, forms, applications, data and media content to user client systems to support the access by user systems as tenants of system As such, system provides security mechanisms to keep each tenant's data separate unless the data is shared.
If more than one MTS is used, they may be located in close proximity to one another e. Similarly, the database object described herein can be implemented as single databases, a distributed database, a collection of distributed databases, a database with redundant online or offline backups or other redundancies, etc.
However, in FIG. User system , network , system , tenant data storage , and system data storage were discussed above in FIG. Regarding user system , processor system A may be any combination of one or more processors. As shown by FIG. Also shown is system process space , including individual tenant process spaces and a tenant management process space Each application server may be configured to tenant data storage and the tenant data therein, and system data storage and the system data therein to serve requests of user systems Within each tenant storage area , user storage and application metadata might be similarly allocated for each user.
For example, a copy of a user's most recently used MRU items might be stored to user storage Similarly, a copy of MRU items for an entire organization that is a tenant might be stored to tenant storage area Application platform includes an application setup mechanism that supports application developers' creation and management of applications, which may be saved as metadata into tenant data storage by save routines for execution by subscribers as one or more tenant process spaces managed by tenant management process for example.
Invocations to applications may be detected by one or more system processes, which manages retrieving application metadata for the subscriber making the invocation and executing the metadata as an application in a virtual machine.
Each application server may be communicably coupled to database systems, e. For example, one application server might be coupled via the network e. However, it will be apparent to one skilled in the art that other transport protocols may be used to optimize the system depending on the network interconnect used. In certain embodiments, each application server is configured to handle requests for any user associated with any organization that is a tenant.
In one embodiment, therefore, an interface system implementing a load balancing function e. In one embodiment, the load balancer uses a least connections algorithm to route user requests to the application servers Other examples of load balancing algorithms, such as round robin and observed response time, also can be used. For example, in certain embodiments, three consecutive requests from the same user could hit three different application servers , and three requests from different users could hit the same application server In this manner, system is multi-tenant, wherein system handles storage of, and access to, different objects, data and applications across disparate users and organizations.
As an example of storage, one tenant might be a company that employs a sales force where each salesperson uses system to manage their sales process. Thus, a user might maintain contact data, leads data, customer follow-up data, performance data, goals and progress data, etc.
In an example of a MTS arrangement, since all of the data and the applications to access, view, modify, report, transmit, calculate, etc. For example, if a salesperson is visiting a customer and the customer has Internet access in their lobby, the salesperson can obtain critical updates as to that customer while waiting for the customer to arrive in the lobby.
While each user's data might be separate from other users' data regardless of the employers of each user, some data might be organization-wide data shared or accessible by a plurality of users or all of the users for a given organization that is a tenant. Thus, there might be some data structures managed by system that are allocated at the tenant level while other data structures might be managed at the user level.
Because an MTS might support multiple tenants including possible competitors, the MTS should have security protocols that keep data, applications, and application use separate.
Also, because many tenants may opt for access to an MTS rather than maintain their own system, redundancy, up-time, and backup are additional functions that may be implemented in the MTS.
In addition to user-specific data and tenant specific data, system might also maintain system level data usable by multiple tenants or other data. Such system level data might include industry reports, news, postings, and the like that are sharable among tenants. System e. System data storage may generate query plans to access the requested data from the database. Each database can generally be viewed as a collection of objects, such as a set of logical tables, containing data fitted into predefined categories.
Each table generally contains one or more data categories logically arranged as columns or fields in a viewable schema. Each row or record of a table contains an instance of data for each category defined by the fields.
For example, a CRM database may include a table that describes a customer with fields for basic contact information such as name, address, phone number, fax number, etc.
Another table might describe a purchase order, including fields for information such as customer, product, sale price, date, etc. In some multi-tenant database systems, standard entity tables might be provided for use by all tenants. For CRM database applications, such standard entities might include tables for Account, Contact, Lead, and Opportunity data, each containing pre-defined fields.
While the invention has been described by way of example and in terms of the specific embodiments, it is to be understood that the invention is not limited to the disclosed embodiments. To the contrary, it is intended to cover various modifications and similar arrangements as would be apparent to those skilled in the art.
Therefore, the scope of the appended claims should be accorded the broadest interpretation so as to encompass all such modifications and similar arrangements. What is claimed is: 1. A method comprising: initiating by presenting a custom object main custom settings view the creation of a custom object that can be called by an API Application Programming Interface of a database system;.
The method of claim 1 , wherein initiating the creation comprises selecting a custom object to edit. The method of claim 1 , wherein creating fields comprises defining a data type for each field. The method of claim 1 , wherein creating fields comprises defining an action for each field. The method of claim 1 , wherein assigning permissions comprises assigning permission values for hierarchical settings.
The method of claim 5 , wherein assigning permission values comprises assigning permission values to a primary level and then assigning overrides to the assigned permission values at a second level. The method of claim 1 , wherein setting a type comprises choosing a list type or a hierarchical type. The method of claim 7 , further comprising if the custom object is of a list type then configuring a list for the object.
A non-transitory machine-readable storage medium carrying one or more sequences of instructions for creating custom objects for a database application, which instructions, when executed by one or more processors, cause the one or more processors to carry out the steps of: initiating by presenting a custom object main custom settings view the creation of a custom object that can be called by an API Application Programming Interface of a database system;.
The medium of claim 9 , wherein creating fields comprises defining a data type for each field. The medium of claim 10 , wherein creating fields comprises defining an action for each field. The medium of claim 9 , wherein setting a type comprises choosing at least one of a list type and a hierarchical type. An apparatus for creating custom objects for a database application, the apparatus comprising: a processor; and.
The apparatus of claim 13 , further comprising a cache to store data populating the fields of the object. The apparatus of claim 13 , wherein initiating the creation comprises selecting a custom object to edit.
The apparatus of claim 13 , wherein creating fields comprises defining a data type for each field. The apparatus of claim 13 , wherein creating fields comprises defining an action for each field. The apparatus of claim 13 , wherein assigning permissions comprises assigning permission values for hierarchical settings. The apparatus of claim 18 , wherein assigning permission values comprises assigning permission values to a primary level and then assigning overrides to the assigned permission values at a second level.
The apparatus of claim 13 , wherein setting a type comprises choosing one of a list type and a hierarchical type. The apparatus of claim 20 , further comprising if the custom object is of a list type then configuring a list for the object. USP true Methods and systems for providing custom settings in an on-demand service environment. USB2 en. Method and system for remote debug protocol proxying for production debugging; selective session and user routing for debugging in multi-tenant cloud computing infrastructure.
Methods and systems for designing and building a schema in an on-demand services environment. System, method and computer program product for creating an application within a system. USA en. System for allowing all remote computers to perform annotation on an image and replicating the annotated image on the respective displays of other comuters.
System for allowing user of any computer to draw image over that generated by the host computer and replicating the drawn image to other computers. Method of selecting and presenting data from a database using a query language to a user of a computer system. Location reporting satellite paging system with optional blocking of location reporting.
Database management system which synchronizes an enterprise server and a workgroup user client using a docking agent.
USB1 en. Method of determining the visibility to a remote database client of a plurality of database transactions using simplified visibility rules. Method of determining visibility to a remote database client of a plurality of database transactions having variable visibility strengths.
Partially replicated distributed database with multiple levels of remote clients. Internet service of differently formatted viewable data signals including commands for browser execution.
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