You can see all platform data on the Database page. Unlike the Analytics Dashboard, the Database is not limited by Engagement Points, so you can access all records regardless of engagement.
These records come from various sources, including integrations, CSV imports, and Demandbase. See Understanding Data Match and Merge in Demandbase and Understanding Fields.
On the Database page, you can see account, people, opportunity, and activity records across the following database categories:
| Object | Database Category |
| Account |
Records Account Lists Data Import Account Filters Account Segments |
| People |
Records Person Lists Data Import People Filters People Segments |
| Opportunity |
Records Opportunity Lists Data Import Opportunity Filters Opportunity Segments |
| Activity |
Records Data Import Activity Filters Activity Segments |
Access the Database Page
From the left navigation bar, go to Database.
Records
Go to Accounts, People, Opportunities, or Activities to see all records for that object. Each row in the table represents a unique record.
You can take following actions from the table:
- Click on a record to see additional details.
: Search for a record.
- Export: Export the fields to a CSV file.
- Filter accounts by source.
- Sort table by column header.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.
Lists
Go to Account Lists, Person Lists, or Opportunity Lists to see all lists for that object.
Important: There is no Activities List.
You can take following actions from the table:
- See by lists or folders.
- Find lists by applying quick filters.
- Export: Export the list to a CSV file.
- + Create New: Create a new list.
- Sort table by column header.
- Click on a list to see related records, edit selector criteria, and additional details.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.
Data Import
Go to Accounts, People, Opportunities, or Activities > Data Import to see all imported data for that object. See Import, Update, Add, and Delete Account, Opportunity, People, and Activity Data from a CSV File.
You can take following actions from the table:
- Export: Export the list to a CSV file.
- Import Data: Upload and import CSV file.
- Sort table by column header.
- Click on a list to see match results and related records.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.
Filters
Go to Account Filters, Person Filters, Opportunity Filters, or Activity Filters to see all filters for that object. See Understanding Filters.
You can take following actions from the table:
- Find filters by applying quick filters.
- Export: Export the filter to a CSV file.
- + Create New: Create a new filter.
- Sort table by column header.
- Click on a filter to see related records, edit selector criteria, and additional details.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.
Segments
Go to Account Segments, Person Segments, Opportunity Segments, or Activity Segments to see all segments for that object. See Understanding Segments.
- Export: Export the segment to a CSV file.
- + Create New: Create a new segment.
- Filter segments by owner.
- Sort table by column header.
- Click on a segment to edit selector criteria.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.