Accounts

Liferay Data Platform 2026.Q2+

The Accounts view provides a unified account profile in Liferay Data Platform (LDP). It consolidates account data from Customer Relationship Management (CRM), Account-Based Marketing (ABM), and other connected systems into a single dashboard per organization.

To access the dashboard, click Accounts in the People section of the navigation menu.

Data Sources Aggregated

LDP consolidates account data from these sources:

• CRM (for example, Salesforce): Provides structured account and contact data through a connector. Records from Salesforce are treated as known (identified) users.

• Demandbase: Provides anonymous visitor identification and ABM enrichment data (company, industry, intent signals) through two methods:

  • Webhook (server-side): Demandbase pushes data directly to LDP via webhook. See Connecting Liferay Data Platform to Demandbase.

  • Demandbase Script + Analytics SDK (client-side): If the Demandbase script is present on the client site (for example, Liferay DXP), the Analytics SDK intercepts the data and forwards it to LDP for processing. This method only processes data if an active Demandbase data source is configured in LDP — if no connector exists, LDP does not process the data.

• Marketo: Sends marketing engagement events associated with accounts through webhooks. See Connecting Liferay Data Platform to Marketo.

• HubSpot: Sends marketing events and interaction timelines through webhooks. See Connecting Liferay Data Platform to HubSpot.

Unified Account Profile List

The Accounts list shows all consolidated organization profiles stored in LDP.

Summary cards at the top display key metrics such as total accounts (1), new accounts (2), and active accounts (3). The main table supports filtering (4), ordering (5), and search (6) to segment accounts.

The Filter menu holds Active Individuals, Status, Industry, Country, and Segment filters. The Status filter, which appears once your workspace has an account lifecycle, narrows the list by lifecycle stage. The Segment filter narrows the list to the members of one segment.

Accounts Table Columns

Column	Description
Account	Name of the organization or business entity.
Industry	The vertical or sector the business operates within (for example, Electronics or Apparel).
Lifecycle Stage	The current status of the customer journey (for example, Onboarding, Established, or At Risk).
Annual Revenue	The total yearly earnings reported by the account.
Country	The primary geographical location of the business headquarters.
First Active	The date of the earliest recorded user interaction from this account.
Last Active	The date of the most recently recorded user interaction from this account.
Recent Activities	The number of interactions recorded from this account in the last 30 days.

The All Attributes view, available from the view selector to the right of the search box, adds a Last Enriched column, which shows the date when account information was last refreshed from external data sources. It also adds the other attributes your data sources supply.

Account Profile Behavior

Account profiles combine data from all connected sources.

When multiple systems provide the same attribute, the profile shows the most recently updated value.

Records received from Demandbase, Marketo, and HubSpot may initially be anonymous. LDP associates these records with accounts using company identifiers such as IP address and corporate domain. When an identity becomes known, the record updates.

Only attributes provided by connected data sources appear in the profile.

Account Details

Select an account name to open its dedicated workspace, which contains the Activities and Profile tabs.

Activities Tab

The Activities tab contains a chronological Activity Stream detailing the account’s digital touchpoints.

• Timeframe Filters (1): Toggle between Day (D), Week (W), or Month (M) views, or use the Time Range drop-down menu to select a predefined time range.

• Activity Stream Engagement Graph (2): Displays the frequency and volume of account events during the selected period.

• Event Logs (3): A chronological timeline showing which individual triggered an event, when it occurred, the event type (documentDownloaded, webContentViewed, pageViewed), and the associated URL.

In the Activity Stream, the name of the individual who triggered an event links to that individual’s profile in the Individuals section. The title of a page view, or of an event on a blog, document, form, web content item, or object entry, links to that asset’s or page’s dashboard, and that dashboard opens with this account already selected in its Accounts filter. For more information, see Filtering and Sharing Dashboard Views.

Other events, including those an external system sent to LDP through a webhook, are log entries with no dashboard link.

Profile Tab

The Profile tab groups company information, customer lifecycle milestones, and content affinities into a single view.

• Lifecycle Status (1): Displays the account’s progression through the lifecycle stages, which include Aware, Engaged, Pipeline, Onboarding, Established, and At Risk.

• General Account Information (2): Displays organizational information from connected systems, including account type, annual revenue, industry, company size, and website.

• Top Assets (3): Highlights the content and files most frequently accessed by the account.

• Top Asset Vocabularies and Categories (4): Aggregates categories and tags associated with the account’s content consumption patterns.

• Account Individuals (5): Lists the people associated with the account, including their department, job title, and last activity date.

On the Top Assets card, click View All to open the Assets list with this account selected in its Accounts filter. The list shows only the asset type you were viewing, sorted by the card’s current metric.

Troubleshooting Empty States

Depending on your workspace configuration and connected data sources, the Accounts dashboard can display these empty states.

State	When it appears	What it means
No Property	No digital property is connected to the workspace	LDP is not receiving tracking data
No Data Source (Admin/Owner)	No integrations are configured	No external systems are connected
No Data Source (Member)	No integrations are configured	Contact a workspace administrator to configure integrations
No Accounts Found	No account data exists or current filters return no results	No matching accounts are available