Understanding the Demandbase Database

The Database page provides access to all account, people, opportunity, and activity records in Demandbase, regardless of their Engagement Points. Unlike the Analytics Dashboard, the Database includes records even if they have no engagement.

Database records come from multiple sources, including integrations, CSV imports, and Demandbase. 

See Understanding Data Match and Merge in Demandbase and Understanding Fields.

Database Categories

The Database page includes the following categories for each object:

Access the Database Page

From the left navigation bar, go to Database.

[Object] Records

The Records page shows all records for the selected object. Each row in the table represents a unique record.

To view records, go to Database > Accounts, People, Opportunities, or Activities > Records.

You can take the following actions:

• View details: Click a record to view additional information.
• Search: Find specific records.
• Export: Export records to a CSV file.
• Filter: Filter account records by source.
• Sort: Click a column header to sort records.
• Edit Columns: Add or remove columns from the table.
• Navigate: Adjust the number of rows displayed and scroll through the table.

[Object] Lists

The Lists page shows all account, person, or opportunity lists. You can view, create, and manage lists for each object.

To manage lists, go to Database > Account Lists, Person Lists, or Opportunity Lists.

You can take the following actions:

• View lists and folders: Switch between list and folder views.
• Filter: Apply quick filters to find lists.
• Search: Find specific lists.
• Export: Export lists to a CSV file.
• + Create New: Create a list.
• View and edit: Click a list to view its records, update selector criteria, or see additional details.
• Sort: Click a column header to sort lists.
• Edit Columns: Add or remove columns from the table.
• Navigate: Adjust the number of rows displayed and scroll through the table.

Data Import

The Data Import page shows imported CSV data for each object. You can import new data, review previous imports, and view match results. See Import, Update, Add, and Delete Data from a CSV File.

To manage data imports, go to Database > Accounts, People, Opportunities, or Activities > Data Import.

You can take following actions from the table: 

• Search: Find specific imports.
• Export: Export import data to a CSV file.
• Import Data: Upload and import a CSV file.
• View details: Click an import to review match results and related records.
• Sort: Click a column header to sort imports.
• Edit Columns: Add or remove columns from the table.
• Navigate: Adjust the number of rows displayed and scroll through the table.

[Object] Filters

The Filters page shows all saved filters for the selected object. You can create, review, and update filters to define which records meet specific criteria. See Understanding Filters. 

To manage filters, go to Database > Account Filters, Person Filters, Opportunity Filters, or Activity Filters.

You can take following actions from the table: 

• Filter: Apply quick filters to narrow the results.
• Search: Find specific filters.
• Export: Export filter data to a CSV file.
• + Create New: Create a filter.
• View and edit: Click a filter to view related records, update selector criteria, or see additional details.
• Sort: Click a column header to sort filters.
• Edit Columns: Add or remove columns from the table.
• Navigate: Adjust the number of rows displayed and scroll through the table.

[Object] Segments

The Segments page shows all segments for the selected object. You can create and manage segments to organize records based on defined criteria. See Understanding Segments.

To manage segments, go to Database > Account Segments, Person Segments, Opportunity Segments, or Activity Segments.

You can take the following actions:

• Filter: Filter segments by owner.
• Search: Find specific segments.
• Export: Export segment data to a CSV file.
• + Create New: Create a segment.
• Edit: Click a segment to update its selector criteria.
• Sort: Click a column header to sort segments.
• Edit Columns: Add or remove columns from the table.
• Navigate: Adjust the number of rows displayed and scroll through the table.