Abstract: A method for providing secure and hierarchical access to an object record includes generating a tree data record including a root node data record and a multiple dependent node data records. The method further include receiving a request to perform an action on the object record. The method further includes determining the first dependent node data record based on the user account being assigned to the first dependent node data record and determining the second dependent node data record based on the second dependent node data record depending from the first dependent node data record. The method further includes determining the at least one node tag of the object record is associated with at least one of the first dependent node data record or the second dependent node data record. The method further includes executing the action on the object record.

Abstract: A method of integrating device data into a customer relationship management (CRM) application comprises retrieving configuration data of the CRM application from a data storage device; retrieving device data associated with one or more devices from a device management system; and generating user-selectable options of a workflow configuration for the retrieved device data, the user-selectable workflow configuration options based on the retrieved configuration data of the CRM application. The method also comprises creating the workflow configuration based on user selections of the user-selectable options; and processing device data from the device management system according to the workflow configuration for the retrieved device data.