Data Dictionary
Inspect portal properties by object type
Overview
Data Dictionary gives your team a reference view of portal properties by object type. It helps admins and operations teams understand what fields exist, how they are labeled, and where to look when audit findings or process questions require property-level detail.
What this shows
- Property information for the selected object type
- A field reference you can use during audits, cleanup work, and process reviews
- A simpler way to confirm whether the portal contains the fields your team expects
Why it matters
CRM problems often become harder to solve when teams are unsure which field is being used, how a property is configured, or whether the right data exists in the right object. Data Dictionary helps reduce that uncertainty.
It is especially useful when teams need to align around naming, data ownership, imports, or reporting logic.
How to use it
- Select the object type you want to review
- Look up the properties related to the process or audit issue you are investigating
- Confirm which fields should be used for reporting, segmentation, lifecycle management, or cleanup work
What to do next
- Use the dictionary while reviewing CRM Audit Summary findings that point to specific fields or data quality issues
- Share the relevant field definitions with the team responsible for cleanup, reporting, or process design