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
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
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