Understanding the Demandbase One for Sales Access Options

You can access Demandbase One for Sales (DB1S) through a DB1S experience or the full DB1S web app. Available features vary by access option.

Important: View Management settings in Demandbase One for Marketing (DB1M) determine the default account list, Journey Funnel, engagement filters, and date ranges that users see in DB1S.

Access the Full DB1S Web App in a Browser

The full DB1S web app provides access to all available DB1S features. You can research companies and people, build lists, and manage Sales Playbooks, watchlists, agents, and connections.

Go to https://web.demandbase.com/sales from a supported browser.

Access the Full DB1S Web App from Demandbase One for Marketing

You can open the full DB1S web app from the navigation bar, Account List Dashboard, or Individual Account Dashboard in DB1M.

Open the Full DB1S Web App from the Navigation Bar

Use the DB1M navigation bar to open the full DB1S web app.

1. Log in to Demandbase for Marketing.
2. From the left navigation bar, click the handshake icon. 
   

The full DB1S web app opens.

Open a Person from the Account List Dashboard

Use the DB1M Account List Dashboard to open a matched person in the full DB1S web app.

1. Log in to Demandbase for Marketing.
2. From the left navigation bar, go to Analytics > Dashboard.
3. Select an account list and specify a date range.
4. In the Highlights section, hover over a person card, and click See contact data.
   Tip: See contact data appears only when Demandbase finds a matching person in DB1S.
   

The matched person opens in the full DB1S web app.

Open People from the Individual Account Dashboard

Use the DB1M Individual Account Dashboard to open the people associated with an account in the full DB1S web app.

1. Log in to Demandbase for Marketing.
2. From the left navigation bar, go to Analytics > Dashboard.
3. Select an account and specify a date range.
4. Go to the Highlights section and click bottom right See more contacts.
   Tip: See contact data appears only when Demandbase finds a matching person in DB1S.
   

The people associated with the matched account open in the full DB1S web app.

Access DB1S from an Integrated Application

Integrated applications can provide a DB1S experience, access to the full DB1S web app, or both. Available access options depend on the application.

Access the DB1S Experience from an iFrame or App Card

You can access the DB1S experience from:

• Salesforce iFrame
• Microsoft Dynamics iFrame
• HubSpot App Card
• Outreach iFrame
• Gong iFrame

Open the Full DB1S Web App from an iFrame

Important: You can’t open the full DB1S web app from the Gong iFrame.

1. Log in to the integrated application.
2. Go to the Demandbase iFrame.
3. Click the three lines at the top right of the iFrame.
4. Select Open Web App.
   

Open the Full DB1S Web App from the HubSpot App Card

From an object in the HubSpot App Card, click View in Demandbase to open the object in the full DB1S web app.

See Understanding the Demandbase One for Sales App Card in HubSpot.

Embed the Full DB1S Web App as a Tab or Dashboard

You can embed the full DB1S web app as a tab, menu item, or dashboard in the following integrated applications:

Access DB1S from the Browser Extension

The DB1S browser extension provides a DB1S experience and access to the full DB1S web app.

Access the DB1S Experience from the Browser Extension

The DB1S browser extension provides the DB1S experience while you browse the web.

Open the Full DB1S Web App from the Browser Extension

1. Go to the DB1S browser extension.
2. Click the three lines at the top right of the browser extension.
3. Select Open Web App.