You can view your website from the perspective of an account to validate that your Demandbase integration is working properly. This process is useful when you are setting up your Demandbase Integration and need to verify that it is working as expected.
To view any page on your website as an account in the ABM Platform, follow these steps.
Step 1. Log in to the ABM Platform and click the gear icon in the top right.
Step 2. Navigate to Settings and click View Page as an Account.
Step 3. Type an account name in the Show me how the following account: field.
- The system displays a list of accounts to choose from.
- Select an account from the list. The account name must be an account that Demandbase can recognize.
Step 4. Enter the URL of the page you want to preview in the Experiences this page on my website: field and click Preview.
Step 5. Click the Copy URL to clipboard link to copy the URL to the clipboard.
Step 6. Open a web browser and paste the URL into the browser session to view the web page. The preview URL will expire in 72 hours.