Manage Auto-Archived Account, People, and Opportunity Lists

  • Updated

Demandbase automatically archives inactive account, person, and opportunity lists to keep your lists organized and easier to manage.

TIp: You can unarchive lists at any time. When you unarchive a list, Demandbase dynamically repopulates its historical data.


When Lists Are Automatically Archived

By default, Demandbase automatically archives lists that meet either of the following criteria:

  • List hasn’t been accessed in the last six months.
  • List is associated with an expired advertising campaign that hasn't been reactivated in the last six months.

Demandbase uses the following fields to determine when to archive lists:

Field Description
Last Accessed Date

The last date a user viewed or used the list, or Demandbase queried the list.

Important: Last Accessed Date field updates when Demandbase uses a list in certain features. As a result, the date may appear as today even if you haven't accessed the list directly.

Ad Campaign Expiration Date The date the associated advertising campaign expired.

Important: Admins can change the default auto-archive timeframe in Company Settings. See Edit the Default Auto-Archive Timeframe.


Lists Excluded from Auto-Archiving

Demandbase does not automatically archive lists used in the following features:


Prerequisites to Manage Auto-Archived Lists

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.


Edit the Default Auto-Archive Timeframe

  1. From the left navigation bar, go to Settings N.png Settings > Demandbase-Wide Settings > Company Settings.
  2. Scroll to the Auto-Archiving Lists section.
  3. From the drop-down, select the desired expiration timeframe.
    AutoArchiveTimeFrame.png

Unarchive Lists

You can reactivate archived lists to make them available for use again.

  1. From the left navigation bar, go to Database N.png Database > [Object] Lists.
  2. Click the three dots at the top right > Archived Lists.
    UnarchiveList.png
  3. Select the checkboxes for the lists you want to unarchive.
  4. Click Activate.
    UnarchiveSelect.png
  5. In the confirmation window, select the Activate list checkbox and click Activate.
    UnarchiveListConfirm.png

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