Data.com - Introduction to APIs #Dreamforce14
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The document provides an overview of Data.com APIs for searching, matching, and purchasing contact and company records. It discusses the Search API for finding records, the Match API for fuzzy matching, and the new simplified Purchase API. The document also demonstrates searching and matching APIs, notes limits and features by product, and highlights new capabilities in the Winter '15 release such as the DUNSRight Match API and social profile matching.
![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!](https://image.slidesharecdn.com/data-141016223731-conversion-gate01/85/Data-com-Introduction-to-APIs-Dreamforce14-13-320.jpg)
![New Simplified Purchase API (Connect style)
1. Search for Contacts or Companies
2. Collect a list of IDs to purchase
3. (POST) Datacloud orders
Use this URL to
retrieve your list
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!](https://image.slidesharecdn.com/data-141016223731-conversion-gate01/85/Data-com-Introduction-to-APIs-Dreamforce14-17-320.jpg)
![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]!](https://image.slidesharecdn.com/data-141016223731-conversion-gate01/85/Data-com-Introduction-to-APIs-Dreamforce14-18-320.jpg)
![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](https://image.slidesharecdn.com/data-141016223731-conversion-gate01/85/Data-com-Introduction-to-APIs-Dreamforce14-22-320.jpg)
![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 }]!
Fields that were
different from
Request
Data in the same
order as Request](https://image.slidesharecdn.com/data-141016223731-conversion-gate01/85/Data-com-Introduction-to-APIs-Dreamforce14-23-320.jpg)
Data.com - Introduction to APIs #Dreamforce14
- 1. Data.com: Introduction to APIs Ali Sadat Siddharth Pandey Sr. Director Product Management Sr. Member Technical Staff @alisadat @pandeysiddharth #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 • Data.com Overview • API Introduction • DEMO! • API Limits and Gotchas • Q&A
- 4. Ali Sadat Sr. Director Product Management
- 5. 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
- 6. Use Data.com for more informed, data-driven decisions Prospect and target new accounts Analyze the market and segment customers Plan and align territories Build revenue roll-up reports Conduct white space analysis Score and route leads
- 7. Data.com: A foundation for CRM success Designed and built for Salesforce Real-time data cleansing and enrichment Best B2B customer data
- 8. The Flexibility The Right Data, Anywhere You Need It Search API Match API • Customize the Salesforce UI • Create your own UI • Introduce new logic with great data • Integrate with other Salesforce apps • Create your own mobile app
- 9. 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 • …
- 10. 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
- 11. Data.com (External) Objects Within Salesforce Your Salesforce Org Accounts Contacts Leads Datacloud sObjects Datacloud Company Datacloud Contact Datacloud DnBCompany
- 12. Searching Contacts / Companies / DnBCompany
- 13. 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!
- 14. Search API: Filter Fields and Logical Operators Operators for DatacloudCompany object • Each Datacloud object supports different set of filter fields and operators • For details, see documentation @ http://data.com/api
- 15. 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 aguzenski@salesf orce.com Salesforce.com, Inc. 1 Market San Francisco CA 94105-1 596 +1.415.547 .8637 FALSE TRUE 45003056 Ali Sadat Senior Director Product Management Data com asadat@salesforc e.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
- 17. New Simplified Purchase API (Connect style) 1. Search for Contacts or Companies 2. Collect a list of IDs to purchase 3. (POST) Datacloud orders Use this URL to retrieve your list 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!
- 18. 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]!
- 19. Match returns High Confidence result set. Search Match
- 20. 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
- 21. 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
- 22. 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
- 23. 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 }]! Fields that were different from Request Data in the same order as Request
- 24. 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.
- 25. Siddharth Pandey Sr. Member Technical Staff
- 26. to a video, etc. Demo Time!
- 27. 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.
- 28. 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 Company 100K results/user DnBCompany Purchase Contact No Data.com Limit Company Match Contact Max Calls = (1000 per user) x (number of lic. Users) Company 30K matches/user Social profile Max 30 match requests per call Social Profile: Max 30 match requests per call DUNSRight: Max 10 match requests per call DUNSRight: DUNSRight 10K matches/user3 1. Above and beyond Force API Limits 2. All Limits are Org Wide 3. Actual can be lower due to DUNSRight Performance
- 29. to a video, etc. Q&A