The Fields page allows administrators to view and manage fields that sync into the Demandbase database. You can activate, deactivate, favorite, unfavorite, and delete fields. You can also track field value changes, review field information, and export field data.
Tip: If your license includes Workspaces, you can also manage fields within individual Workspaces. See Manage Workspace Fields.
See:
Field Management Actions
The following table shows the actions available on the Fields page.
| Action | Description |
|---|---|
| Activate | Enables a field and syncs its data into Demandbase. Previously inactive fields display their historical data when reactivated. |
| Deactivate | Disables a field and stops syncing its data into Demandbase. Inactive fields are no longer available in selectors or tables but remain visible on the Fields page. |
| Make Favorite | Adds a field to your favorites. Favorited fields appear above other fields in areas such as Filters and selectors and display a star icon throughout Demandbase. |
| Unfavorite | Removes a field from your favorites. |
| Delete | Permanently deletes a field and all its historical data from Demandbase. Important: Deleting a field is permanent and cannot be undone. |
Managing Fields with Multiple Sources
Fields that combine data from multiple sources are called merged fields. On the Fields page, merged fields appear multiple times: once as a merged field and once for each individual source.
When managing merged fields, keep the following in mind:
- You cannot activate or deactivate the merged field directly.
- You can activate or deactivate individual sources only.
- You can activate or deactivate only one source at a time.
Prerequisites to Manage Fields
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Manage Fields
- From the left navigation bar, go to
Settings > Analytics > Fields.
- To refresh the field data, click Refresh Fields.
Select the checkbox next to the field you want to manage.
-
Click the down arrow next to Activate, and select an action.
Tip: You can also use the quick action buttons on the right side of the field row.- Activate
- Deactivate
- Make Favorite
- Unfavorite
- Delete
Track Field Value Changes
Enable field value tracking to record changes to field values for each object in the Demandbase Activity Log.
- From the left navigation bar, go to
Find the field you want to track.
- Toggle on Track Field Value Change.
To view tracked field value changes:
From the left navigation bar, go to
Database > Accounts.
Select an account.
Click the Activity log tab.
Find and Review Field Information
The Fields page provides filters, search, and column customization options to help you find and review field information.
Filter and Search for Fields
- From the left navigation bar, go to
- Use the following filters to narrow the fields displayed.
- Object
- Field Type
- Source
- Active or Inactive
- Favorite or Not favorite
- Tracking or Not Tracking
To search for a specific field, click the
search icon and enter a search term. Search results include full and partial text matches.
To customize the columns displayed in the table, click Edit Columns.
Review Field Details
Use the following information on the Fields page to understand each field.
| Field Information | Description |
|---|---|
| Object | Hover over the Object icon to see the object type associated with the field. |
| Source | Hover over the Source icon to see the system that provides the field. For merged fields, hover over the Merged Sources icon to see all contributing sources. |
| Field Type | Shows the type of data the field contains, such as String, Date, Text, Boolean, or Number. |
Important: Demandbase field types can represent multiple field types from integrated systems. For example, Salesforce Currency and Number fields are both represented as the Demandbase Number field type.
Export Field Information
To export the fields table to a CSV file:
- From the left navigation bar, go to
- Click Export.