data.com - introduction to apis #dreamforce14

Data.com: Introduction to APIs Ali Sadat Sr. Director Product Management @alisadat #apination

Siddharth Pandey Sr. Member Technical Staff @pandeysiddharth

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Agenda

• Data.com Overview

• API Introduction

• DEMO!

• API Limits and Gotchas

• Q&A

Ali Sadat Sr. Director Product Management

Premier source of account and contact data for Salesforce

• Global company information from D&B

• Millions of crowd-sourced business contacts

• Connecting social data to business profiles

• Automated and on-demand data cleansing and enrichment

Prospect and target new accounts

Analyze the market and segment customers

Plan and align territories

Build revenue roll-up reports

Use Data.com for more informed, data-driven decisions

Score and route leads

Conduct white space analysis

Data.com: A foundation for CRM success

Designed and built for Salesforce

Real-time data cleansing and

enrichment

Best B2B customer data

The Flexibility The Right Data, Anywhere You Need It

•  Customize the Salesforce UI

•  Create your own UI

•  Introduce new logic with great data

•  Integrate with other Salesforce apps

•  Create your own mobile app

Search API Match API

The Possibilities Go beyond “out of the box”

• Data.com Clean within Sales console • Search Data.com Before Create

• Auto-add contacts upon account import

• Selective automated cleaning

• On-demand automated cleaning

• Marketing automation

• Mobile apps

• …

Data.com API Availability by Product Prospecting Clean

API Object Corporate Premium Corporate Premium

Search

Contact*

Company

DnBCompany*

Purchase Contact

Company

Match

Contact

Company

DUNSRight*

Social Profile*

* New or Enhanced in Winter ‘15

Data.com (External) Objects Within Salesforce

Datacloud sObjects

Accounts Contacts Leads

Datacloud Company

Datacloud Contact

Your Salesforce Org

Datacloud DnBCompany

Searching

Contacts / Companies / DnBCompany

Search API with SOQL

SELECT [Field Names]!ContactId, FirstName, LastName, Title, Email,!

CompanyName, Street, City, CompanyId, Country,!

State, Zip, Phone, IsInactive, IsOwned!

FROM [Object]!DatacloudContact!

WHERE [Filter Condition]!CompanyName Like 'salesforce.com'!

AND City = 'San Francisco'!

AND FirstName Like 'Ali'!

Order by [Field Name]!LastName!

DatacloudContact!!DatacloudCompany!!DatacloudDnBCompany!

• Each Datacloud object supports different set of filter fields and operators

• For details, see documentation @ http://data.com/api

Search API: Filter Fields and Logical Operators

Operators for DatacloudCompany object

Search API: Results and Obfuscation (before purchase)

ContactId FirstName LastName Title Email CompanyName Street City State Zip Phone IsInactive IsOwned

55280504 Alisa Distaso ****** ******@salesforce.com

Salesforce.com, Inc. ****** San

Francisco CA 9****** +****** FALSE FALSE

34436669 Allison Giampa ****** ******@salesforce.com

Salesforce.com, Inc. ****** San

Francisco CA 9****** +*.***.***.**** FALSE FALSE

61751292 Alison Guzenski Campus Recruiter Non-technical

aguzenski@salesforce.com

Salesforce.com, Inc. 1 Market San

Francisco CA 94105-1596

+1.415.547.8637 FALSE TRUE

45003056 Ali Sadat

Senior Director Product Management Data com

asadat@salesforce.com

Salesforce.com, Inc.

1 Market Ste 300

San Francisco CA 94105-5

102 +1.415.778.3357 FALSE TRUE

Some fields are obfuscated if records have not been purchased

Purchasing Records

New Simplified Purchase API (Connect style)

1. Search for Contacts or Companies 2. Collect a list of IDs to purchase 3. (POST) Datacloud orders

URL: /services/data/v32.0/connect/datacloud/orders/!Request: {"userType":"Monthly",!"contactIds":["4271914","33011763","16184150","49994772","45003056"]}!

Response: { "entityUrl" : "/services/data/v32.0/connect/datacloud/orders/09FD00000000PvCMAU/contacts", !"id" : "09FD00000000PvCMAU", !"purchaseCount" : 5, !"purchaseDate" : "2014-08-09T22:08:25.000Z", !"url" : "/services/data/v32.0/connect/datacloud/ orders/09FD00000000PvCMAU" }!

4. (GET) Retrieve purchased list URL: /services/data/v32.0/connect/datacloud/orders/09FD00000000PvCMAU/contacts!

Use this URL to retrieve your list

Purchase Related APIs • Purchase usage for specific user GET /services/data/v32.0/connect/datacloud/usage/[userId]!

• Purchase details for Companies and Contacts GET /services/data/v32.0/connect/datacloud/orders/[orderId]/companies/!GET /services/data/v32.0/connect/datacloud/orders/[orderId]/contacts/!

• Retrieve specific Companies and Contacts GET /services/data/v32.0/connect/datacloud/companies/[companyId]!GET /services/data/v32.0/connect/datacloud/contacts/[contactId]!

• Retrieve Order Info GET /services/data/v32.0/connect/datacloud/orders/[orderId]!

Match returns High Confidence result set.

Search

Match

Match API

• Style: REST • URLs:

/services/data/v32.0/match/DatacloudMatchEngine/DatacloudContact !/services/data/v32.0/match/DatacloudMatchEngine/DatacloudCompany!/services/data/v32.0/match/DUNSRightMatchEngine/DatacloudCompany*!/services/data/v32.0/match/DcSocialProfileMatchEngine/DcSocialProfile*!

1.  GET list of available fields, max requests, and batch size 2.  POST match request

* New or enhanced in Winter ’15 release

Match API: DUNSRight

• Provides proxy service to Dun & Bradstreet (D&B) API • High quality match service best for mix of US and international data • Key features:

–  Request: Minimum Confidence Code, and result set size –  Response: Confidence Code and Match Grade*

* Will be added as a patch fix post Dreamforce. #safeharbor

Match API: DUNSRight Request POST …/services/data/v32.0/match (short URL)

{! "entities": [! {! "attributes": {! "type": "DatacloudCompany"! }, ! "City": ”San Francisco", ! "Country": "United States", ! "Name": ”Salesforce", ! "State": ”CA", ! "Street": "1 Market”!}], ! "matchOptions": {! "fields": "AnnualRevenue, City, CompanyId, Country, Description, DunsNumber, Fax, Industry, IsInactive, NaicsCode, NaicsDesc, Name, NumberOfEmployees, Ownership, Phone, Sic, SicDesc, Site, State, Street, TickerSymbol, TradeStyle, Website, YearStarted, Zip", ! "matchEngine": "DunsRightMatchEngine", ! "maxMatchResults": “8", ! "minMatchConfidence": "5", ! "rule": "DunsRightMatchRule", ! "sObjectType": "DatacloudCompany"! }!}!

Match criteria

Options

Match API: DUNSRight Response [ { "errors":null,!! "matchEngine":"DunsRightMatchEngine",!! "matchRecords":[!! { "fieldDiffs":[!! { "difference":"DIFFERENT",!! "name":"Name” },!! { "difference":"DIFFERENT",!! "name":"Street” }],!! "record":{ "attributes":{!! "type":"DatacloudCompany” },!! "SicDesc":"Prepackaged Software",!! "DunsNumber":"072148831",!! "Street":"1 Market Ste 300",!! "Phone":"+1.415.901.7000",!! "TickerSymbol":"CRM",!! "CompanyId":159110,!! “Name”: ”salesforce.com, Inc.”,!!

! .....}}],!! "rule":"DunsRightMatchRule",!! "size":1,!! "success":true }]!

Data in the same order as Request

Fields that were different from

Request

What’s new in Winter ‘15?

Feature Description Use Case

DUNSRight Match API Proxy service exposing Dun & Bradstreet DUNSRight API

Leverage D&B Matching for International Data

Parent DUNS Filter Lookup DatacloudDnBCompany using Parent DUNS*

Data.com Premium feature for building Account Hierarchies

Social Profile Match API 40M Social Handles beyond Data.com Contacts

Match followers to customers

Purchase API Purchase service simplifying record acquisition

Overcome DB Commit issues and being able to support Apex vs. REST.

Improved Contact Search First and Last names are no longer obfuscated.

Better Search before create use case.

Updateable DnBCompany CRUD Enabled DnBCompany object allowing for API-enabled use cases.

Custom Premium Clean / Prospecting scenarios.

* Filter by DUNS and Global DUNS added in Summer ‘14.

Siddharth Pandey Sr. Member Technical Staff

Use to introduce a

demo, video, Q&A, etc. Demo Time!

API Gotchas / Limitations

• Data.com Company, Contact, and Social Profile Match API –  30 max requests per call

•  DUNSRight Match API (proxy to D&B) –  10 max requests per call –  Slower response

• Match via REST calls in Apex • Developer Edition orgs

–  Anonymized real-looking data –  No DUNSRight Match API –  No DcSocialProfile Match API

• Datacloud sObject Ids are “dummy” – Use CompanyId or ContactsId fields.

Daily API Requests Quota Limit1

API Object Limit2 Max Daily Limit

Search

Contact Max Calls = (1000 per user) x (number of lic. users) Max 100 results per page

100K results/user Company

DnBCompany

Purchase Contact

No Data.com Limit Company

Match

Contact Max Calls = (1000 per user) x (number of lic. Users) Max 30 match requests per call Social Profile: Max 30 match requests per call DUNSRight: Max 10 match requests per call

30K matches/user Company

Social profile DUNSRight: 10K matches/user3 DUNSRight

1.  Above and beyond Force API Limits 2.  All Limits are Org Wide 3.  Actual can be lower due to DUNSRight Performance

Use to introduce a

demo, video, Q&A, etc. Q&A