---
schema_version: "1"
id: cfcbf9e554028e20df4d1e83711ec4efdc01a95946694c4731cad3cc6afadc77
title: Configuration Item Record and Tabs
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmdb_ci_tabs.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_ci_tabs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9f8b8d3009b99681f5112d501a8705b88398ae651cee1298e42aea29b350f14a
description: Each configuration item (CI) record contains essential asset details collected manually or through asset discovery. You can view the record to assess technical and business metadata, verify ownership, and understand upstream and downstream dependencies. Use the record to troubleshoot incidents faster, assess ownership, and track related issues across IT operations.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Configuration Item Record and Tabs

Each configuration item (CI) record contains essential asset details collected manually or through asset discovery. You can view the record to assess technical and business metadata, verify ownership, and understand upstream and downstream dependencies. Use the record to troubleshoot incidents faster, assess ownership, and track related issues across IT operations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service that have CMDB and Service Graph enabled.</td></tr></tbody></table>

The CI record includes the asset's name, type, owner, platform details, criticality, and other metadata. The values depend on the configuration item type and the attributes defined for that type.

![Configuration item record page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/it_service/images/it_srvcs_cmdb_ci_details2.png)

The details tab provides a complete view of the asset, including system configuration, hardware specifications, network details, and installed software. Use this information to assess the asset’s condition and understand how it fits into your IT environment. Each section appears based on the attributes defined for the configuration item type. Sections expand to show detailed field values, helping teams understand system specifications, configurations, and usage.

Use **Show Key Attributes** to focus on the most important configuration item information without scrolling through all attributes. When enabled, the CI record displays a curated set of key attributes that help users quickly understand the asset’s identity, ownership, and status. When you create an attribute, you can specify an attribute as a key attribute. For more information, see [Create a Configuration Item Attribute](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_create_attribute.htm&release=264.0.0&type=5 "Capture specific asset metadata, such as license details, application name, and hardware identifiers. Each attribute defines a field on the CI record. You can reuse an attribute across multiple configuration item types.").

The configuration item record includes tabs that organize related information and relationships:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77442e102">Tab Name </th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77442e105">Description</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Tab Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e102 ">Details </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e105 ">Shows the complete set of attributes defined for the asset’s configuration item
            type. The fields are populated during CI creation, import, or discovery. You can edit
            the details if you have the required permissions.</td>

        </tr>
        <tr class="">
          <td data-label="Tab Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e102 ">Components</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e105 ">
            <p>Shows the child CIs that make up a parent CI. Understand how an asset is composed
              and how its components relate to the overall system. Components can include items such
              as network adapters, storage disks, installed software, or running processes,
              depending on the CI type. The Components tab supports faster troubleshooting and
              impact analysis by presenting component data in a structured, filterable list.</p>
            <p style="margin-bottom:0;">Use
              the Components tab to manage supporting component records associated with a CI.
              Depending on the component type, you can create or delete components directly from
              the CI record page. For more information, see Manage CI Components.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Tab Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e102 ">Relationships</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e105 ">
            <p>Shows all direct relationships between this configuration item and other CIs. You
              can view source and target relationships and choose the appropriate relationship type
              from a predefined list. </p>
            <p>You can use Service Map to visualize how this configuration
              item connects to other assets, applications, or infrastructure components in your
              environment.</p>
            <p style="margin-bottom:0;">For more information, see <a href="https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_relationships.htm&amp;release=264.0.0&amp;type=5" title="A configuration item (CI) relationship defines how assets in your Configuration Management Database (CMDB) interact with each other. The service graph visualizes the relationships to show how systems are connected and where dependencies exist. Together, they help you monitor infrastructure health, analyze impact, and troubleshoot issues faster by understanding how assets work together across your IT landscape.">Configuration Item Relationships and Service Graphs in CMDB</a>.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Tab Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e102 ">History</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e105 ">Shows the changes and discovery activity for a CI over time. The tab shows when
            the configuration item was discovered or updated and identifies the source responsible
            for each change, such as a discovery app or an import process. Track and audit
            changes, validate discovery behavior, and understand how a CI evolved over
            time.</td>

        </tr>
        <tr class="">
          <td data-label="Tab Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e102 ">Related</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77442e105 ">
            <p>Lists all records linked to the configuration item across ITSM features. The list
              includes: </p>
            <ul>
              <li>Incidents linked to the asset</li>

              <li>Problems caused by or affecting the asset</li>

              <li>Change requests involving the asset</li>

              <li>Installed software found on the asset </li>

            </ul>
            <p style="margin-bottom:0;">Related links help teams investigate the operational impact of any
              configuration item and assess service health quickly.</p>
          </td>

        </tr>
      </tbody>
    </table>

**Discovery Card**

The Discovery card gives visibility into how and when a configuration item was discovered. The card shows the discovery source, the application that created or updated the configuration item, and the first and most recent discovery timestamps. This information helps you to assess data freshness and trust the origin of CI records.

![Discovery card on a CI record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/it_service/images/it_srvcs_cmdb_discovery_card2.png)

**Configuration Item Tags**

Use tags to classify and organize configuration items across your CMDB. Tags help teams search, filter, and group related CIs more efficiently. You can add tags manually or through discovery and import processes. For more information, see [Configuration Item Tags](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_ci_tags.htm&release=264.0.0&type=5 "Use configuration item (CI) tags to group and organize CIs across your CMDB. Tags are flexible labels that help teams filter, identify, and manage related CIs more efficiently. Apply tags manually or populate them through discovery, imports, and APIs. Teams can use tags to represent operational, business, or environment-specific metadata across different CI types.").

![Configuration Item Tags section on a CI record page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/it_service/images/it_srvcs_cmdb_citags.png)