Abstract: Systems and methods for managing territory assignment for a CRM system. Customer data may be loaded from the CRM system to a memory device and mapped to data fields of the memory device. Rides may be received and executed to process customer data to determine territory of each account in the customer data. The territory information may then be stored in a territory management database and synchronized to the CRM system and other CRM systems.

Abstract: Systems and methods for processing user requests for updating data in a CRM system. When a user requests to update data in the CRM system, it is determined if the requested data change involves a DCR-controlled field. If yes, the requested data change may be routed to the MDM system for validation first and the data change may not be used to update the CRM until the validation is successful. If the requested data change does not involve any DCR-controlled field, it may update the CRM immediately.

Abstract: Systems and methods for debugging tenant code for a multi-tenant system. A tenant code debugger may be installed on a user computing device, and connected to the multi-tenant system over a stateful connection. When an interested event occurs, the multi-tenant system may route execution to the user computing device for local debugging. A proxy may be used for the communications between the tenant code debugger and the multi-tenant system. When interaction with the multi-tenant system is needed, a request may be sent to the multi-tenant system which may interpret the request, execute to fulfill the request, and send the result back to the tenant code debugger, so that execution of the tenant code can be continued in the user computing device. The tenant code is uploaded to the multi-tenant system after debugging.

Abstract: Systems and methods for rendering dynamic content when converting a website to its static representation. A set of commands may be created with a syntax using the data attribute in HTML 5. Web designers may inject these attributes into the code of the webpages without affecting how the webpages will render in any browser that supports HTML 5. A specific and documented set of data attributes may indicate that the given element is a type of dynamic content. These data attributes will also indicate how to handle the dynamic elements such that a static representation of each visual state rendered in the browser may be generated accordingly.

Abstract: Systems and methods for uploading tenant code to a multi-tenant system. Tenant Java source code is sent to the multi-tenant system over an MDL interface, and stored in a repository of the multi-tenant system as source code metadata. The tenant code may be extracted and executed when a predetermined event occurs.

Abstract: Systems and methods for debugging tenant code for a multi-tenant system. A tenant code debugger may be installed on a user computing device, and connected to the multi-tenant system over a stateful connection. When an interested event occurs, the multi-tenant system may route execution to the user computing device for local debugging. A proxy may be used for the communications between the tenant code debugger and the multi-tenant system. When interaction with the multi-tenant system is needed, a request may be sent to the multi-tenant system which may interpret the request, execute to fulfill the request, and send the result back to the tenant code debugger, so that execution of the tenant code can be continued in the user computing device. The tenant code is uploaded to the multi-tenant system after debugging.

Abstract: Systems and methods for managing events. A page layout controller may customize user interfaces based on the most current event attributes. With the event management, users can create an event; build an event team; control data access based on event team roles; manage budgets and expenses; and track an audit history of the event.

Abstract: The approved email generation system described is capable of producing email communications between user and customer by using approved email templates, content and call to action items that have been aligned with customer information. Once the approved email has been generated, the content and call to action items may be verified again for accuracy and validity before being delivered to the customer. When the customer accesses delivered content, the approved email generation system again verifies the content and allows the customer access to only the most current version of the content available. The system provides for control of the content of electronic communications to customers.

Abstract: Systems and methods for creating call reports which may allow a sales user to remotely present content to HCP users. Information for scheduling a remote meeting may be received from an application for creating call report on a first user computing device, a request for remote meeting may be sent to a conference system, and a group meeting ID may be received from the conference system. An individual meeting ID and an individual meeting invitation for the at least one invitee may be generated. The meeting invitation may include a link for the remote meeting. When the at least one invitee clicks on the link in the invitation, he/she is added to the remote meeting. The content is transmitted via the conference system, but no user interface of the conference system is displayed during the remote meeting.

Abstract: Systems and methods for multi-object reporting in a content management system. A report type definition may define which objects are involved and how they are related. A report execution engine may generate a multi-object query language statement to translate the report type definition into query language. A query language execution engine may break the query language statement down into separate single pieces. A cost optimization engine may determine if it is cost efficient to join the objects. An indexed access execution engine may extract unique IDs of the objects and join the unique IDs to generate an index. A Lucene based search engine may be accessed according to the index, and the response is post processed to generate a multi-object report.

Abstract: Systems and methods for displaying an individual profile page in an organization directory. The method comprises storing the individual's name and start date with the organization in a database; receiving a request for displaying the individual profile page; comparing the individual's start date with the current date to determine the individual's tenure with the organization; and determining using a first type of icon to represent a first period of time and a second type of icon to represent a second period of time.

Abstract: The approved email generation system described is capable of producing email communications between user and customer by using approved email templates and content that have been aligned with customer information regarding access to such content. The approved email template comprises data pulled from a record for a medical inquiry and a window for receiving free text responding to the medical inquiry. Once the approved email has been generated, the content may be verified again for accuracy and validity and the free text may be checked for any unapproved word before being delivered to the customer.

Abstract: Systems and methods for generating call reports which may allow access to the child call for each selected attendee via the group call, and enable users to capture data and make edits to detailing and sampling information unique to each attendee directly in the child call. Access to controls within the attendees section may enable mass entry of supported activities for a subset of attendees.

Abstract: Systems and methods for processing user requests for updating data in a CRM system. When a user requests to update data in the CRM system, it is determined if the requested data change involves a DCR-controlled field. If yes, the requested data change may be routed to the MDM system for validation first and the data change may not be used to update the CRM until the validation is successful. If the requested data change does not involve any DCR-controlled field, it may update the CRM immediately.

Abstract: Systems and methods for processing user requests for creating a new account in a CRM system. When a user requests to create a new account in the CRM system, an unverified account may be created in the CRM and a DCR may be sent to the MDM for verification. Users may interact with the unverified account while waiting for verification result from the MDM.

Abstract: Systems and methods for generating call reports which may allow access to the child call for each selected attendee via the group call, and enable users to capture data and make edits to detailing and sampling information unique to each attendee directly in the child call. Access to controls within the attendees section may enable mass entry of supported activities for a subset of attendees.

Abstract: Systems and methods for re-using content in a content management system. The content management system may have two or more repositories. A link document may be generated in a link repository for a source document in a source repository. The link document may be a copy of the source document, and synchronized to the source document in a number of different ways, dynamically or statically. When the source document is updated, the source repository may notify the link repository about the change, receive a pull request from the link repository for the change, and generate an updated link document.

Abstract: The approved email generation system described is capable of producing email communications between user and customer by using approved email templates and content that have been aligned with customer information regarding access to such content. Once the approved email has been generated, the content may be verified again for accuracy and validity before being delivered to the customer. When the customer accesses delivered content, the approved email generation system again verifies the content and allows the customer access to only the most current version of the content available. The system provides for control of the content of electronic communications to customers.

Abstract: Systems and methods for multi-object reporting in a content management system. A report type definition may define which objects are involved and how they are related. A report execution engine may generate a multi-object query language statement to translate the report type definition into query language. A query language execution engine may break the query language statement down into separate single pieces. A cost optimization engine may determine if it is cost efficient to join the objects. An indexed access execution engine may extract unique IDs of the objects and join the unique IDs to generate an index. A Lucene based search engine may be accessed according to the index, and the response is post processed to generate a multi-object report.

Abstract: Systems and methods for managing, integrating and synchronizing data from a number of different sources for an enterprise. A Master Data Management (“MDM”) system may be used to hold and manage the enterprise's data, and a data integration server may be used to facilitate communications between the MDM system and other data sources, e.g., a CRM. The MDM system may store the enterprise's data as customer master data, which may include data from the enterprise's internal sources, data from the MDM provider, data from other data providers, and a Golden Record consolidated from such data. A data steward service may be used to maintain the customer master data and make it accurate and up-to-date. Users may directly search the customer master data in the MDM system, and may also update the CRM with the customer master data.