Associating flows in different states to a database record

A computer-implemented method comprising:

• obtaining first data indicating a first communication to a first computing device associated with a first user;
• generating or updating, based at least in part on the first communication, a customer relationship management (CRM) record in a database system implemented using a server system comprising one or more processors, the CRM record storing customer sales process data configured to define the CRM record as one of a case, a contract, a lead, an opportunity, or a purchase order;
• identifying, based at least in part on the first data, a first flow definition of a plurality of related flow definitions stored as data objects in the database system, the first flow definition defining a first flow of a set of user-assignable tasks to be performed to modify the CRM record;
• associating the CRM record with the first flow definition;
• providing, to the first computing device, action list data capable of being processed to cause display on the first computing device of an action list identifying a plurality of flows and states as associated with the CRM record, the plurality of flows comprising the first flow, the action list being user-configurable to add, remove and edit flows;
• providing, to the first computing device, second data capable of being processed to cause display on the first computing device of a first presentation indicating the first flow as being in a first state, the first presentation comprising a selection selectable by the first user to cause performance of a first subset of the set of tasks of the first flow;
• obtaining third data from the first computing device indicating completion of the performance of the first subset of tasks of the first flow, the completed first subset of tasks comprising co-editing of the CRM record by the first user and a customer, the third data causing the first flow to transition to a second state;
• detecting an error in connectivity associated with the first computing device;
• pausing the first flow responsive to detecting the error in connectivity;
• transferring assignment of the paused first flow from the first user to a second user;
• resuming the paused first flow after the transfer of assignment and
• providing, to a second computing device associated with the second user, fourth data capable of being processed to cause display on the second computing device of a second presentation indicating the first flow as being in the second state, the second presentation comprising a selection selectable by the second user to cause performance of a second subset of the set of tasks of the first flow.

A computer program product comprising computer-readable program code stored on a non-transitory computer-readable medium, to be executed by one or more processors, when retrieved from the non-transitory computer-readable medium, the program code comprising instructions configured to cause:

• obtaining first data indicating a first communication to a first computing device associated with a first user;
• generating or updating, based at least in part on the first communication, a customer relationship management (CRM) record in a database system implemented using a server system comprising one or more processors, the CRM record storing customer sales process data configured to define the CRM record as one of a case, a contract, a lead, an opportunity, or a purchase order;
• identifying, based at least in part on the first data, a first flow definition of a plurality of related flow definitions stored as data objects in the database system, the first flow definition defining a first flow of a set of user-assignable tasks to be performed to modify the CRM record;
• associating the CRM record with the first flow definition;
• providing, to the first computing device, action list data capable of being processed to cause display on the first computing device of an action list identifying a plurality of flows and states as associated with the CRM record, the plurality of flows comprising the first flow, the action list being user-configurable to add, remove and edit flows;
• providing, to the first computing device, second data capable of being processed to cause display on the first computing device of a first presentation indicating the first flow as being in a first state, the first presentation comprising a selection selectable by the first user to cause performance of a first subset of the set of tasks of the first flow;
• obtaining third data from the first computing device indicating completion of the performance of the first subset of tasks of the first flow, the completed first subset of tasks comprising co-editing of the CRM record by the first user and a customer, the third data causing the first flow to transition to a second state;
• detecting an error in connectivity associated with the first computing device;
• pausing the first flow responsive to detecting the error in connectivity;
• transferring assignment of the paused first flow from the first user to a second user;
• resuming the paused first flow after the transfer of assignment;
• and providing, to a second computing device associated with the second user, fourth data capable of being processed to cause display on the second computing device of a second presentation indicating the first flow as being in the second state, the second presentation comprising a selection selectable by the second user to cause performance of a second subset of the set of tasks of the first flow.