You can access your Demandbase data on the Database page. Unlike the Analytics Dashboard, the Database isn't based on engagement metrics and you can see every record, regardless of account engagement.
These records can come from various sources such as integrations, CSV Data Import, and Demandbase. See Understanding Fields.
On the Database page, you can see account, people, opportunity, and activity records for 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 |
Records
From the left navigation bar, go to Database. Click Accounts, People, Opportunities, or Activities to see 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
From the left navigation bar, go to Database. Click Account Lists, Person Lists, or Opportunity Lists to see all lists for that object.
Important: There is no Activities List. Go to Activities > Engagement for a table of Activities.
You can take following actions from the table:
- Click on a list to see related records, edit selector criteria, and additional details.
- Find lists by applying quick filters.
-
- Export: Export the list to a CSV file.
- + Create New: Create a new list.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.
Data Import
From the left navigation bar, go to Database. Click Data Import to see all imported data for that object. See Import or Update Account, Opportunity, People, and Activity Data from a CSV File.
Filters
From the left navigation bar, go to Database. Click 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:
- Click on a filter to see related records, edit selector criteria, and additional details.
- Find filters by applying quick filters.
-
- Export: Export the filter to a CSV file.
- + Create New: Create a new filter.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.
Segments
From the left navigation bar, go to Database. Click Account Segments, Person Segments, Opportunity Segments, or Activity Segments to see all segments for that object. See Understanding Segments.
- Click on a segment to edit selector criteria.
- Filter segments by owner.
-
- Export: Export the segment to a CSV file.
- + Create New: Create a new segment.
- Edit Columns: Add or remove columns.
- Adjust the number of rows shown and scroll through the table.