introduction to data.com apis
DESCRIPTION
Join us to learn more about the new pilot Data.com APIs built on the Force.com platform. First, we'll walk through how you can use these new APIs to interact with the DatacloudCompany and DatacloudContact objects in Salesforce. Then, we'll dive deep into how to use the new Search and Match APIs to enhance your users' experience with Data.com.TRANSCRIPT
Introduction to Data.com APIs
Ali Sadat, Sr. Dir. Prod Management – Data.com API & Data Platform@alisadat
James Mak, Sr. Product Manager – Data.com API@jmak_sfdc
#APInation
Pilot
Safe harborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
{ "agenda": [ { "topic": "Data.com Overview", "who": "Ali" }, { "topic": "API Overview", "who": "Ali" }, { "topic": "Demo", "who": "James" }, { "topic": "API Pilot", "who": "James" }, { "topic": "Q&A", "who": "James and Ali" } ]}
Ali SadatSr. Dir. Product Management – Data.com API & Data Platform@alisadat
Built Together: The Best Data, The #1 Sales App
Clean
Leading account and contact data right inside Sales Cloud
SellMarket
World’s Premier Sources of Accounts & Contacts Directly in Sales Cloud
Company Information From D&B
Millions of Crowd-Sourced Contacts
Clean your Sales Cloud With One Click
Instant Access and Real-time Updates In the Cloud
API Overview
Data.com API Goals and Motivation
Allow customers to create rich custom Data.com experiences that can be integrated into their
processes.
Possible Use Cases Enabled by Data.com APIUse Cases Search/Purchase
APIMatch API
Fill-in White Space ✓
Selective Automated Cleaning ✓
On-Demand Automated Cleaning
✓
Search in DDC before Create ✓
Custom Build a List ✓
Web2Lead (Clean) ✓
Lookup by DUNS Future ✓
Build Visual Account Hierarchy Future
Mobile Experience ✓ ✓
Data.com APIs generally act and feel like other Force.com APIs
How does Data.com data show up in your org?
Accounts Contacts Leads
DatacloudCompany
DatacloudContact
Force.com OrgDatacloud (External) sObjects
Datacloud sObjects and APIs (Pilot)
Force Technology DDC API
DatacloudCompany DatacloudContact
sObject ✔ ✔
REST
Search ✔ ✔
Purchase* ✔ ✔
Retrieve ✔ ✔
Match ✔ ✔
APEX
Search ✔ ✔
Purchase ✔ ✔
Retrieve ✔ ✔
Match Future Future
* Purchase is a process that involves inserting into multiple objects
Searching Contacts / Companies
Search: SOQL
SELECT
ContactId, FirstName, LastName, Title, Email, CompanyName, Street, City, CompanyId, Country, State, Zip, Phone, IsInactive, IsOwned
FROM DatacloudContact
WHERE CompanyName Like 'salesforce.com'
AND City = 'San Francisco'
AND FirstName Like 'Ali'
Order by LastName
Contact Search: ResultContactId FirstName LastName Title Email CompanyName Street City State Zip Phone IsInactive IsOwned
55280504Alisa Distaso Principal Sales Engineer
Salesforce.com, Inc. 1 Market San
Francisco CA 94105-1596
+1.703.463.3168
FALSE TRUE
34436669A****** G****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
61751292Alison Guzenski Campus Recruiter Non-technical
Salesforce.com, Inc. 1 Market San
Francisco CA 94105-1596
+1.415.547.8637
FALSE TRUE
9041336A****** H****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
50285112A****** K****** ****** ******@jigsaw.com Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
31487887A****** L****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
53554176A****** N****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
45003056Ali Sadat
Senior Director Product Management Data com
Salesforce.com, Inc.
1 Market Ste 300
San Francisco CA 94105-
5102
+1.415.778.3357
FALSE TRUE
Masked fields if Not Owned (purchased).
Search: Masked Fields in Result• Some fields masked if IsOwned = false• Purchase via API or Data.com tab to see all fields
Company Search
SELECT AnnualRevenue,City,Industry,Name,NumberOfEmployees,Street,Website,YearStarted
FROM DatacloudCompany
WHERE Country = 'United States'
AND Name Like 'Salesforce'
ORDER BY City
LIMIT 50
Just Like Contact Search
Purchasing Records
Search•• SOQL - Filters
Get Transaction Id•• Create
DatacloudPurchaseUsage
Buy Records•• Create
DatacloudOwnedEntity
Get Details•• SOQL – record Id
Purchasing Data is a Multi-Step Process
Purchase Object Relationships
DatacloudOwnedEntity
• DatacloudEntityType• DataDotComKey• PurchaseUsageId
DatacloudContact
• ContactId
DatacloudCompany
• CompanyId
DatacloudPurchaseUsage
• Id• DatacloudEntityType• Description
EntityType=0
EntityType=1
Note: Create only. Purchase is FINAL.
Match returns Single High Confidence result.
Match ≠ Search
Match APIStyle: RESTURLs:
▪ /services/data/v29.0/match/DatacloudMatchEngine/DatacloudCompany
▪ /services/data/v29.0/match/DatacloudMatchEngine/DatacloudContact
2. GET List of available fields and Max Batch Size3. POST Match request
Match Response: Get List of Fields
{
"fieldSets":
"[IsInactive, Country, FirstName, Zip, LastName, IsOwned,
Phone, CompanyId, Email, ContactId, Street, CompanyName,
City, Title, State]",
"maxBatchSize": "30"
}
Contact Match: RequestPost …/services/data/v29.
0/match/DatacloudMatchEngine/DatacloudContact
Body:{ "entities":[ { "attributes":{ "type":"DatacloudContact" }, "FirstName":"Ali", "LastName":"Sadat", "Email":"[email protected]", "CompanyName":"Sale" } ], "fields":[ "FirstName", "LastName", "Email", "Phone", "CompanyName", "CompanyId", "Title", "Street", "City", "State", "Country", "Zip" ]}
Input to Match
List of Fields to include in Result
Contact Match: Result[ { "errorMessage": null, "errorCode": 0, "matchRecords": [ { "entity": { "attributes": { "type": "DatacloudContact" }, "Phone": "+1.415.778.3357", "Street": "1 Market Ste 300", "Email": "[email protected]", "State": "CA", "CompanyId": "159110", "FirstName": "Ali", "Zip": "94105-5102", "CompanyName": "Salesforce.com, Inc.", "Country": "United States", "LastName": "Sadat", "City": "San Francisco", "Title": "Senior Director Product Management Data com" }, "matchDiffs": [ "CompanyName" ] } ] }]
Match ResultsSame order as
Request
Fields that were different from
Request
Company MatchWorks just like Contact Match.GET…/services/data/v29.
0/match/DatacloudMatchEngine/DatacloudCompany
{ "fieldSets" : "[Site, Description, Sic, Country, YearStarted, CompanyId, NaicsCode, DunsNumber, Street, TickerSymbol,
NumberOfEmployees, Phone, Ownership, IsInactive, SicDesc, Zip,
Name, Website, NaicsDesc, State, City, TradeStyle, AnnualRevenue,
Fax, IsOwned, Industry]",
"maxBatchSize" : "30" }
Data.com API Availability by ProductProspector Clean
API Object Corporate Premium Corporate Premium
Search1Contact ✔ ✔
Company ✔ ✔
Purchase1Contact ✔ ✔
Company ✔ ✔
Retrieve2DnB Company
✔ ✔
Match1Contact ✔ ✔
Company ✔ ✔
1. Available at Pilot 2.Available at GA
Daily API Requests Quota LimitAPI sObject Org Level Daily Limit*
SearchContact
Max Calls = 1000/user * # Lic users; Max 100 results / pageCompany
PurchaseContact
No LimitCompany
RetrieveDnB Company
No Limit
MatchContact
Max Calls = 1000/user * # Lic users; Max 30 Match Requests / callCompany
James MakSr. Product Manager, Data.com API@jmak_sfdc
Demo
Winter ‘14 Pilot Overiew - Why & Who • We Hear You!
• Many customers have requested features we do not support in Prospector or Clean applications today
• Search before Create (dupe prevention); Real-time lead clean/nurturing; Enrich web-leads; …
• ISV / Partners want to build apps using high quality data
• Data.com API will be Generally Available by Spring’ 14 to ALL Data.com Prospecting and Clean customers
• Data.com API Pilot now available to selected Data.com customers. Contact us.
Winter ‘14 Pilot Overiew - What & WhenPilot – Winter ‘14 Release – NOW
• Search & Purchase • Match• Reference apps with source code
GA – Spring’14 Release• D&B Company (Premium fields)• Additional Search filters• Contact Dept and Level for Search and Match
Pilot Reference Apps Demo
Ali Sadat
Sr. Dir PM Data.com,@alisadat
James Mak
Sr. PM Data.com API,@jmak_sfdc
We want to hear from YOU!
Please take a moment to complete our session survey
Surveys can be found in the “My Agenda” portion of the Dreamforce app