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Data.com APIs In Action
Alan Dray, Lead Sales Engineer Data.com
@AlanDrayDDCSE
Ali Sadat, Sr. Director Prod Management – Data.com API & Data Platform
@alisadat
#APInation
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.
{
"agenda": [
{
"topic": "Data.com Overview",
"who": "Ali"
},
{
"topic": "API Overview",
"who": "Ali"
},
{
"topic": ”Data Use Cases",
"who": ”Alan"
},
{
"topic": ”Demo",
"who": ”Alan"
},
{
"topic": "Q&A",
"who": ”Alan and Ali"
}
]
}
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

Sell
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 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

✓

✓
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
Company

Datacloud
Contact

Leads
Datacloud sObjects and APIs (Pilot)
Force Technology

DDC API

DatacloudCompany

DatacloudContact

✔

✔

Search

✔

✔

Purchase*

✔

✔

Retrieve

✔

✔

Match

✔

✔

Search

✔

✔

Purchase

✔

✔

Retrieve

✔

✔

Future

Future

sObject

REST

APEX

Match

* 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: 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).
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

Jus

t Li

ke C

ont
a

ct S

ear

ch
Purchasing Records
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
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.
Match returns Single High Confidence result.

Match ≠ Search
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
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: 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

}
[
{

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"
]
}
]
}
]
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" }
Data.com API Availability by Product
Prospector
API

Clean

Object

Purchase

Retrieve2

Match1

✔

✔

Company
1

Premium

Contact
Search1

Corporate
✔

✔

Contact

✔

✔

Company

✔

Corporate

✔
✔

DnB Company

Premium

✔

Contact

✔

✔

Company

✔

✔

1. Available at Pilot

2.Available at GA
Daily API Requests Quota Limit
API

Org Level Daily Limit*

sObject
Contact

Max Calls = 1000/user * # Lic users; Max 100 results / page

Search
Company
Contact

No Limit

Purchase
Company
DnB Company

No Limit

Contact

Retrieve

Max Calls = 1000/user * # Lic users; Max 30 Match
Requests / call

Match
Company
Alan Dray
Lead Sales Engineer, Data.com
@AlanDrayDDCSE
Demo
Search & Match API (PILOT)
Search API (Prospector)
▪ DataCloudContact
▪ DataCloudCompany
Match API (Clean)
▪ DataCloudContact
▪ DataCloudCompany
Purchase
▪ PurchaseUsage
▪ OwnedEntity
Use Cases Enabled by Data.com API
Use Cases

Search API

Search in DDC before Create

✓

Search to Clean

✓

Contacts for Account

Match API

✓
✓

Web2Lead Fill Before Create
Firmagraphics for Unmatched Leads

✓

Note: Purchase API used in all cases when a selection is made to add to Salesforce.
Data.com API – Considerations/Limitations
Feature

Consideration/Limitation

Recommendation

APEX Purchase

▪ Known issue – Have to retrieve purchased
records after transaction has been fully
committed.

Use REST purchase. Completion of
REST transaction commits.

Search via SOQL

▪ QueryMore() not supported.

Need to use LIMIT and OFFSET

External API Calls

▪ @future annotation required when executing
from triggers.

Use AFTER triggers when performing
look-ups for auto-fill.

Filter by Email

▪ API does not support '=' so can't search for
email = 'asadat@blah.com'

Use "Like 'asadat@blah.com'"

Filter by Email

▪ When using 'Like' to do wildcard search, you
can only search on a string before the '@'. You
cannot search for example '%@salesforce.
com'

Use "CompanyName Like 'salesforce.
com'" Only issue is that if there are other
email domains in the same company,
those will be included too.
Resources Used
•Technical Libraries, Tools, Discussion Boards, Cookbooks, Blogs, …And much more
•http://developer.force.com/

•For those that choose REST over XML/SOAP
•A tool to help generate strongly typed Apex code for parsing a JSON structure given an example of the JSON.
•http://json2apex.herokuapp.com/ - Built on Heroku

Online JSON Viewer
•Format and View JSON requests and response.
•There are many this one is simple
•http://jsonviewer.stack.hu/

REST Explorer by Salesforce Labs
•Discover and Explore the Force.com REST API.
•https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IjwLEAS
Ali Sadat
Sr. Dir PM Data.com,
@alisadat

Alan Dray
Lead Sales Engineer Data.com,
@AlanDrayDDCSE
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
Data.com APIs in Action ? Bringing Data to Life in Salesforce

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Data.com APIs in Action ? Bringing Data to Life in Salesforce

  • 1. lot Pi Data.com APIs In Action Alan Dray, Lead Sales Engineer Data.com @AlanDrayDDCSE Ali Sadat, Sr. Director Prod Management – Data.com API & Data Platform @alisadat #APInation
  • 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. { "agenda": [ { "topic": "Data.com Overview", "who": "Ali" }, { "topic": "API Overview", "who": "Ali" }, { "topic": ”Data Use Cases", "who": ”Alan" }, { "topic": ”Demo", "who": ”Alan" }, { "topic": "Q&A", "who": ”Alan and Ali" } ] }
  • 4. Ali Sadat Sr. Dir. Product Management – Data.com API & Data Platform @alisadat
  • 5. Built Together: The Best Data, The #1 Sales App Leading account and contact data right inside Sales Cloud Clean Market Sell
  • 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
  • 8. Data.com API Goals and Motivation Allow customers to create rich custom Data.com experiences that can be integrated into their processes.
  • 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. Data.com APIs generally act and feel like other Force.com APIs
  • 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. Datacloud sObjects and APIs (Pilot) Force Technology DDC API DatacloudCompany DatacloudContact ✔ ✔ Search ✔ ✔ Purchase* ✔ ✔ Retrieve ✔ ✔ Match ✔ ✔ Search ✔ ✔ Purchase ✔ ✔ Retrieve ✔ ✔ Future Future sObject REST APEX Match * Purchase is a process that involves inserting into multiple objects
  • 13. Searching Contacts / Companies
  • 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. 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. Search: Masked Fields in Result • Some fields masked if IsOwned = false • Purchase via API or Data.com tab to see all fields
  • 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
  • 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. 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. Match returns Single High Confidence result. Match ≠ Search
  • 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. Match Response: Get List of Fields { "fieldSets": "[IsInactive, Country, FirstName, Zip, LastName, IsOwned, Phone, CompanyId, Email, ContactId, Street, CompanyName, City, Title, State]", "maxBatchSize": "30" }
  • 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. 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. Data.com API Availability by Product Prospector API Clean Object Purchase Retrieve2 Match1 ✔ ✔ Company 1 Premium Contact Search1 Corporate ✔ ✔ Contact ✔ ✔ Company ✔ Corporate ✔ ✔ DnB Company Premium ✔ Contact ✔ ✔ Company ✔ ✔ 1. Available at Pilot 2.Available at GA
  • 28. Daily API Requests Quota Limit API Org Level Daily Limit* sObject Contact Max Calls = 1000/user * # Lic users; Max 100 results / page Search Company Contact No Limit Purchase Company DnB Company No Limit Contact Retrieve Max Calls = 1000/user * # Lic users; Max 30 Match Requests / call Match Company
  • 29. Alan Dray Lead Sales Engineer, Data.com @AlanDrayDDCSE
  • 30. Demo
  • 31. Search & Match API (PILOT) Search API (Prospector) ▪ DataCloudContact ▪ DataCloudCompany Match API (Clean) ▪ DataCloudContact ▪ DataCloudCompany Purchase ▪ PurchaseUsage ▪ OwnedEntity
  • 32. Use Cases Enabled by Data.com API Use Cases Search API Search in DDC before Create ✓ Search to Clean ✓ Contacts for Account Match API ✓ ✓ Web2Lead Fill Before Create Firmagraphics for Unmatched Leads ✓ Note: Purchase API used in all cases when a selection is made to add to Salesforce.
  • 33. Data.com API – Considerations/Limitations Feature Consideration/Limitation Recommendation APEX Purchase ▪ Known issue – Have to retrieve purchased records after transaction has been fully committed. Use REST purchase. Completion of REST transaction commits. Search via SOQL ▪ QueryMore() not supported. Need to use LIMIT and OFFSET External API Calls ▪ @future annotation required when executing from triggers. Use AFTER triggers when performing look-ups for auto-fill. Filter by Email ▪ API does not support '=' so can't search for email = 'asadat@blah.com' Use "Like 'asadat@blah.com'" Filter by Email ▪ When using 'Like' to do wildcard search, you can only search on a string before the '@'. You cannot search for example '%@salesforce. com' Use "CompanyName Like 'salesforce. com'" Only issue is that if there are other email domains in the same company, those will be included too.
  • 34. Resources Used •Technical Libraries, Tools, Discussion Boards, Cookbooks, Blogs, …And much more •http://developer.force.com/ •For those that choose REST over XML/SOAP •A tool to help generate strongly typed Apex code for parsing a JSON structure given an example of the JSON. •http://json2apex.herokuapp.com/ - Built on Heroku Online JSON Viewer •Format and View JSON requests and response. •There are many this one is simple •http://jsonviewer.stack.hu/ REST Explorer by Salesforce Labs •Discover and Explore the Force.com REST API. •https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IjwLEAS
  • 35. Ali Sadat Sr. Dir PM Data.com, @alisadat Alan Dray Lead Sales Engineer Data.com, @AlanDrayDDCSE
  • 36. 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