introduction to data.com apis

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

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{ "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

[email protected]

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

[email protected]

Salesforce.com, Inc. 1 Market San

Francisco CA 94105-1596

+1.415.547.8637

FALSE TRUE

9041336A****** H****** ****** ******@salesforce.com



50285112A****** K****** ****** ******@jigsaw.com Salesforce.com, Inc. ****** San


31487887A****** L****** ****** ******@salesforce.com



53554176A****** N****** ****** ******@salesforce.com



45003056Ali Sadat

Senior Director Product Management Data com

[email protected]

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

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

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