Data.com APIs in Action ? Bringing Data to Life in Salesforce
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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 Pilot
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Join us to learn more about the Data.com APIs as we dive deep into a couple of use cases. We'll show you how you can automate pulling in the right Contacts for your Accounts, filling in white spaces. We'll also explore strategies for automating cleaning your data using triggers and Apex code.
Transcript of Data.com APIs in Action ? Bringing Data to Life in Salesforce
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
Pilot
Safe HarborSafe 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 SadatSr. Dir. Product Management – Data.com API & Data Platform@alisadat
Built Together: The Best Data, The #1 Sales App
Clean
Leading account and contact data right inside Sales Cloud
SellMarket
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 APIUse Cases Search/Purchase API Match API
Fill-in White Space ✓
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?
Accounts Contacts Leads
DatacloudCompany
DatacloudContact
Force.com OrgDatacloud (External) sObjects
Datacloud sObjects and APIs (Pilot)
Force Technology DDC API DatacloudCompany DatacloudContact
sObject ✔ ✔
REST
Search ✔ ✔
Purchase* ✔ ✔
Retrieve ✔ ✔
Match ✔ ✔
APEX
Search ✔ ✔
Purchase ✔ ✔
Retrieve ✔ ✔
Match Future Future
* 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: ResultContactId FirstName LastName Title Email CompanyName Street City State Zip Phone IsInactive IsOwned
55280504Alisa Distaso Principal Sales Engineer
Salesforce.com, Inc. 1 Market San
Francisco CA 94105-1596
+1.703.463.3168
FALSE TRUE
34436669A****** G****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
61751292Alison Guzenski Campus Recruiter Non-technical
Salesforce.com, Inc. 1 Market San
Francisco CA 94105-1596
+1.415.547.8637
FALSE TRUE
9041336A****** H****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
50285112A****** K****** ****** ******@jigsaw.com Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
31487887A****** L****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
53554176A****** N****** ****** ******@salesforce.com
Salesforce.com, Inc. ****** San
Francisco CA 9****** +*.***.***.**** FALSE FALSE
45003056Ali Sadat
Senior Director Product Management Data com
Salesforce.com, Inc.
1 Market Ste 300
San Francisco CA 94105-
5102
+1.415.778.3357
FALSE TRUE
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
Just Like Contact Search
Purchasing Records
Search•• SOQL - Filters
Get Transaction Id•• Create
DatacloudPurchaseUsage
Buy Records•• Create
DatacloudOwnedEntity
Get Details•• SOQL – record Id
Purchasing Data is a Multi-Step Process
Purchase Object Relationships
DatacloudOwnedEntity
• DatacloudEntityType• DataDotComKey• PurchaseUsageId
DatacloudContact
• ContactId
DatacloudCompany
• CompanyId
DatacloudPurchaseUsage
• Id• DatacloudEntityType• Description
EntityType=0
EntityType=1
Note: Create only. Purchase is FINAL.
Match returns Single High Confidence result.
Match ≠ Search
Match APIStyle: RESTURLs:
▪ /services/data/v29.0/match/DatacloudMatchEngine/DatacloudCompany
▪ /services/data/v29.0/match/DatacloudMatchEngine/DatacloudContact
2. GET List of available fields and Max Batch Size3. 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: RequestPost …/services/data/v29.
0/match/DatacloudMatchEngine/DatacloudContact
Body:{ "entities":[ { "attributes":{ "type":"DatacloudContact" }, "FirstName":"Ali", "LastName":"Sadat", "Email":"[email protected]", "CompanyName":"Sale" } ], "fields":[ "FirstName", "LastName", "Email", "Phone", "CompanyName", "CompanyId", "Title", "Street", "City", "State", "Country", "Zip" ]}
Input to Match
List of Fields to include in Result
Contact Match: Result[ { "errorMessage": null, "errorCode": 0, "matchRecords": [ { "entity": { "attributes": { "type": "DatacloudContact" }, "Phone": "+1.415.778.3357", "Street": "1 Market Ste 300", "Email": "[email protected]", "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" ] } ] }]
Match ResultsSame order as
Request
Fields that were different from
Request
Company MatchWorks 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 ProductProspector Clean
API Object Corporate Premium Corporate Premium
Search1Contact ✔ ✔
Company ✔ ✔
Purchase1Contact ✔ ✔
Company ✔ ✔
Retrieve2 DnB Company ✔ ✔
Match1Contact ✔ ✔
Company ✔ ✔
1. Available at Pilot 2.Available at GA
Daily API Requests Quota LimitAPI sObject Org Level Daily Limit*
SearchContact
Max Calls = 1000/user * # Lic users; Max 100 results / pageCompany
PurchaseContact
No LimitCompany
Retrieve DnB Company No Limit
MatchContact Max Calls = 1000/user * # Lic users; Max 30 Match
Requests / callCompany
Alan DrayLead 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 Match API
Search in DDC before Create ✓
Search to Clean ✓
Contacts for Account ✓
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 = '[email protected]' Use "Like '[email protected]'"
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
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