lot
Pi

Introduction to Data.com APIs
Ali Sadat, Sr. Dir. Prod Management – Data.com API & Data Platform
@alisadat
James M...
Safe harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contai...
{
"agenda": [
{
"topic": "Data.com Overview",
"who": "Ali"
},
{
"topic": "API Overview",
"who": "Ali"
},
{
"topic": "Demo"...
Ali Sadat
Sr. Dir. Product Management – Data.com
API & Data Platform
@alisadat
Built Together: The Best Data, The #1 Sales App

Leading account and contact data right
inside Sales Cloud
Clean

Market

...
World’s Premier Sources of Accounts & Contacts Directly in
Sales Cloud
Company Information From D&B
Millions of Crowd-Sour...
API Overview
Data.com API Goals and Motivation

Allow customers to create rich custom Data.com
experiences that can be integrated into ...
Possible Use Cases Enabled by Data.com API
Use Cases
Fill-in White Space

Search/Purchase
API

Match API

✓

Selective Aut...
Data.com APIs generally act and feel
like other Force.com APIs
How does Data.com data show up in your org?
Force.com Org

Datacloud (External) sObjects
Accounts

Contacts

Datacloud
Com...
Datacloud sObjects and APIs (Pilot)
Force
Technology

DatacloudCompany

DatacloudContact

✔

✔

Search

✔

✔

Purchase*

✔...
Searching Contacts / Companies
Search: SOQL
SELECT
ContactId, FirstName, LastName, Title, Email, CompanyName, Street,
City, CompanyId, Country, State, Zi...
Contact Search: Result
ContactId FirstName LastName Title

Email

CompanyName Street

City

State

Zip

Phone
IsInactive I...
Search: Masked Fields in Result
• Some fields masked if IsOwned = false
• Purchase via API or Data.com tab to see all fiel...
Company Search
SELECT AnnualRevenue,City,Industry,Name,NumberOfEmployees,Street,
Website,YearStarted
FROM DatacloudCompany...
Purchasing Records
Purchasing Data is a Multi-Step Process

Search
•• SOQL - Filters

Get Transaction
Id
•• Create
DatacloudPurchaseUs
age

B...
Purchase Object Relationships
DatacloudContact
DatacloudPurchaseUsage
• Id
• DatacloudEntityType
• Description

DatacloudO...
Match returns Single High Confidence result.

Match ≠ Search
Match API
Style: REST
URLs:
▪

/services/data/v29.0/match/DatacloudMatchEngine/DatacloudCompany

▪ /services/data/v29.0/ma...
Match Response: Get List of Fields
{
"fieldSets":
"[IsInactive, Country, FirstName, Zip, LastName, IsOwned,
Phone, Company...
Contact Match: Request

Body:
{
"entities":[
{
"attributes":{
"type":"DatacloudContact"
},
"FirstName":"Ali",
"LastName":"...
[
{

Contact Match: Result
Match Results
Same order as
Request

Fields that were
different from
Request

"errorMessage": n...
Company Match
Works just like Contact Match.
GET…/services/data/v29.
0/match/DatacloudMatchEngine/DatacloudCompany
{ "fiel...
Data.com API Availability by Product
Prospector
API

Object

Search

Retrieve
1

2

Premium

✔

✔

Company
1

Corporate

C...
Daily API Requests Quota Limit
API

Org Level Daily Limit*

sObject
Contact

Search

Company

Max Calls = 1000/user * # Li...
James Mak
Sr. 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 Prospect...
Winter ‘14 Pilot Overiew - What & When
Pilot – Winter ‘14 Release – NOW
• Search & Purchase
• Match
• Reference apps with ...
Pilot Reference Apps Demo
Ali Sadat

James Mak

Sr. Dir PM Data.com,
@alisadat

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”
port...
Introduction to Data.com APIs
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Introduction to Data.com APIs

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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.

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Introduction to Data.com APIs

  1. 1. lot Pi 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
  2. 2. Safe harbor Safe 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.
  3. 3. { "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" } ] }
  4. 4. Ali Sadat Sr. Dir. Product Management – Data.com API & Data Platform @alisadat
  5. 5. Built Together: The Best Data, The #1 Sales App Leading account and contact data right inside Sales Cloud Clean Market Sell
  6. 6. 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
  7. 7. API Overview
  8. 8. Data.com API Goals and Motivation Allow customers to create rich custom Data.com experiences that can be integrated into their processes.
  9. 9. Possible Use Cases Enabled by Data.com API Use Cases Fill-in White Space Search/Purchase API Match API ✓ 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 ✓ ✓
  10. 10. Data.com APIs generally act and feel like other Force.com APIs
  11. 11. How does Data.com data show up in your org? Force.com Org Datacloud (External) sObjects Accounts Contacts Datacloud Company Datacloud Contact Leads
  12. 12. Datacloud sObjects and APIs (Pilot) Force Technology DatacloudCompany DatacloudContact ✔ ✔ Search ✔ ✔ Purchase* ✔ ✔ Retrieve ✔ ✔ Match ✔ ✔ Search ✔ ✔ Purchase ✔ ✔ Retrieve ✔ ✔ Future Future DDC API sObject REST APEX Match * Purchase is a process that involves inserting into multiple objects
  13. 13. Searching Contacts / Companies
  14. 14. 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
  15. 15. Contact Search: Result ContactId FirstName LastName Title Email CompanyName Street City State Zip Phone IsInactive IsOwned +1. 94105703.463.31 FALSE TRUE 1596 68 +*.***.***. 9****** FALSE FALSE **** +1. 94105415.547.86 FALSE TRUE 1596 37 +*.***.***. 9****** FALSE FALSE **** 55280504Alisa Distaso Principal Sales Engineer adistaso@salesfor Salesforce.com, 1 Market ce.com Inc. San CA Francisco 34436669A****** G****** ****** ******@salesforce. Salesforce.com, ****** com Inc. San CA Francisco 61751292Alison Guzenski Campus Recruiter Non-technical aguzenski@salesf Salesforce.com, 1 Market orce.com Inc. San CA Francisco 9041336A****** H****** ****** ******@salesforce. Salesforce.com, ****** com Inc. San CA Francisco 50285112A****** K****** ****** ******@jigsaw.com Salesforce.com, ****** Inc. San CA Francisco 9****** +*.***.***. **** FALSE FALSE 31487887A****** L****** ****** ******@salesforce. Salesforce.com, ****** com Inc. San CA Francisco 9****** +*.***.***. **** FALSE FALSE 53554176A****** N****** ****** ******@salesforce. Salesforce.com, ****** com Inc. San CA Francisco 9****** +*.***.***. **** FALSE FALSE Sadat Senior Director Product Management Data com asadat@salesforce Salesforce.com, 1 Market .com Inc. Ste 300 San CA Francisco +1. 94105415.778.33 5102 57 FALSE TRUE 45003056Ali Masked fields if Not Owned (purchased).
  16. 16. Search: Masked Fields in Result • Some fields masked if IsOwned = false • Purchase via API or Data.com tab to see all fields
  17. 17. 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 Jus t Li ke C ont a ct S ear ch
  18. 18. Purchasing Records
  19. 19. Purchasing Data is a Multi-Step Process Search •• SOQL - Filters Get Transaction Id •• Create DatacloudPurchaseUs age Buy Records Get Details •• Create DatacloudOwnedEntity •• SOQL – record Id
  20. 20. Purchase Object Relationships DatacloudContact DatacloudPurchaseUsage • Id • DatacloudEntityType • Description DatacloudOwnedEntity • DatacloudEntityType • DataDotComKey • PurchaseUsageId e=0 tyTyp Enti Enti tyTy pe= 1 • ContactId DatacloudCompany • CompanyId Note: Create only. Purchase is FINAL.
  21. 21. Match returns Single High Confidence result. Match ≠ Search
  22. 22. Match API Style: REST URLs: ▪ /services/data/v29.0/match/DatacloudMatchEngine/DatacloudCompany ▪ /services/data/v29.0/match/DatacloudMatchEngine/DatacloudContact 2. GET List of available fields and Max Batch Size 3. POST Match request
  23. 23. Match Response: Get List of Fields { "fieldSets": "[IsInactive, Country, FirstName, Zip, LastName, IsOwned, Phone, CompanyId, Email, ContactId, Street, CompanyName, City, Title, State]", "maxBatchSize": "30" }
  24. 24. Contact Match: Request Body: { "entities":[ { "attributes":{ "type":"DatacloudContact" }, "FirstName":"Ali", "LastName":"Sadat", "Email":"asadat@salesforce.com", "CompanyName":"Sale" } ], "fields":[ "FirstName", "LastName", "Email", "Phone", "CompanyName", "CompanyId", "Title", "Street", "City", "State", "Country", "Zip" ] Post …/services/data/v29. 0/match/DatacloudMatchEngine/DatacloudContact Input to Match List of Fields to include in Result }
  25. 25. [ { Contact Match: Result Match Results Same order as Request Fields that were different from Request "errorMessage": null, "errorCode": 0, "matchRecords": [ { "entity": { "attributes": { "type": "DatacloudContact" }, "Phone": "+1.415.778.3357", "Street": "1 Market Ste 300", "Email": "asadat@salesforce.com", "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" ] } ] } ]
  26. 26. Company Match Works 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" }
  27. 27. Data.com API Availability by Product Prospector API Object Search Retrieve 1 2 Premium ✔ ✔ Company 1 Corporate Contact 1 Purchase Match Clean ✔ ✔ Contact ✔ ✔ Company ✔ Corporate ✔ ✔ DnB Company Premium ✔ Contact ✔ ✔ Company ✔ ✔ 1. Available at Pilot 2.Available at GA
  28. 28. Daily API Requests Quota Limit API Org Level Daily Limit* sObject Contact Search Company Max Calls = 1000/user * # Lic users; Max 100 results / page Contact Purchase Retrieve Company DnB Company Contact Match Company No Limit No Limit Max Calls = 1000/user * # Lic users; Max 30 Match Requests / call
  29. 29. James Mak Sr. Product Manager, Data.com API @jmak_sfdc
  30. 30. Demo
  31. 31. 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.
  32. 32. Winter ‘14 Pilot Overiew - What & When Pilot – 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
  33. 33. Pilot Reference Apps Demo
  34. 34. Ali Sadat James Mak Sr. Dir PM Data.com, @alisadat Sr. PM Data.com API, @jmak_sfdc
  35. 35. 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

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