---
schema_version: "1"
id: 8a21599b7cc8e381078dbec66a55b5e50545cb00a4b14fd3c894dafa109d8237
title: Configure Asset Matching Criteria
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmdb_configure_matching_asset_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_configure_matching_asset_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fc4e5c12db2ae8156f7e0e9dbe0a9cb1b75078b20358285915da4191300b5f9f
description: Define criteria to automatically link discovered configuration items (CIs) to existing assets in IT Asset Management. Create global rules that apply to a parent CI hierarchy, or create specific rules for individual CI types. Setting up a global rule follows the same steps as creating a specific rule.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Configure Asset Matching Criteria

Define criteria to automatically link discovered configuration items (CIs) to existing assets in IT Asset Management. Create global rules that apply to a parent CI hierarchy, or create specific rules for individual CI types. Setting up a global rule follows the same steps as creating a specific rule.

### 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>

To create an asset matching criteria rule:

1. From the App Launcher, find, and select **CMDB and Service Graph**.
2. From the navigation panel, select **CI Type Manager**.
3. Select the CI type.
4. To create a rule for a specific item type, expand the hierarchy, and select a child CI type, such as Workstation.
5. Click the **Rules** tab, and then click **Asset Matching Criteria**.
6. Turn on **Track as Assets**.
7. Click **Add Rules**.
8. Set the **Asset Field**, **Operator**, and **CI Field**.
9. Click **Save**.

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

Example

Define a global rule on the **Device** CI type based on the **Asset Tag** attribute to check all hardware inventory against a common identifier. Configure an asset-specific rule on the **Workstation** child type based on unique hardware attributes, such as **Serial Number** and **MAC Address**. During a discovery scan, the system uses the specific rule to update workstation records based on hardware identity. The global rule acts as a fallback.

To edit a CI, see [Edit a Configuration Item Type](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_edit_citype.htm&release=264.0.0&type=5 "Update a configuration item (CI) type when you need to revise metadata, improve type classification, or modify relationship settings. Keeping CI types up-to-date helps teams maintain accuracy, support data integrity, and adapt to evolving asset structures.").