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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
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": "Demo",
"who": "James"
},
{
"topic": "API Pilot",
"who": "James"
},
{
"topic": "Q&A",
"who": "James 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

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
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

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
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
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 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 & 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
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”
portion of the Dreamforce app
Introduction to Data.com APIs

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Introduction to Data.com APIs

  • 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. 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": "Demo", "who": "James" }, { "topic": "API Pilot", "who": "James" }, { "topic": "Q&A", "who": "James 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 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. 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 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. 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. James Mak Sr. Product Manager, Data.com API @jmak_sfdc
  • 30. Demo
  • 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. 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
  • 34. Ali Sadat James Mak Sr. Dir PM Data.com, @alisadat Sr. PM Data.com API, @jmak_sfdc
  • 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