DocumentationReal-Time Customer Data Platform Guide

Step 3: View Unified Person and Account Profiles

Last update: Wed Sep 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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The B2B Edition provides specialized profile views for both people and accounts, reflecting the more complex B2B data model.

1. Explore a Person Profile

Let’s start by looking up one of the individuals you ingested.

  1. Navigate to Customer > Profiles
  2. In the Identity namespace dropdown, select:
    Email
  3. In the Identity value field, enter:
    alice.anderson@techcorp.com
    and press Enter
  4. Select the Profile ID to open Alice Anderson’s profile

Attributes Tab

  • You will see her personal details like:

    • firstName
    • lastName
    • jobTitle

  • You will also see a section for her related account — TechCorp — showing that the relationship has been successfully established.

2. Explore an Account Profile

Now, let’s view the unified profile for one of the accounts.

  1. Navigate to Customer > Accounts
    This is a dedicated view available in the B2B Edition

  2. In the Identity namespace dropdown:

    • Use the namespace associated with your accountId
    • If you did not explicitly create one, you can search by account name

  3. In the Search bar, type: TechCorp and press Enter

  4. Select the Account ID for TechCorp to open its profile

Exploring the Account Profile Viewer

The account profile viewer is unique to the B2B Edition and provides an aggregate view of the company.

Attributes Tab

  • Shows account-level attributes, such as:

    • accountName: TechCorp
    • industry: Technology

People Tab

This is a powerful feature that lists all individual person profiles associated with the account.

  • You should see:

    • Alice Anderson
    • Bob Baker

This view is essential for understanding the full buying group at a target company.

Account People Tab

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