A configuration item (CI) represents a physical or virtual asset in your IT environment.
Create CI manually when setting up Configuration Management Database (CMDB) or when you need to
capture a new asset that isn’t detected through discovery.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service that have CMDB and Service Graph enabled. |
| User Permissions Needed |
| To create configuration items (CIs): |
IT Service Configuration Item Owner |
-
From the App Launcher, find and select CMDB and Service Graph.
-
In the navigation panel, select Configuration Items, and then select
All Configuration Items.
-
Click New.
-
Provide these details:
| Field |
Description |
|---|
| Name |
Enter a name that clearly identifies the asset. |
| Owner |
Search and select the user responsible for the asset. |
| Configuration Item Type |
Select the type of CI, such as Windows Host, AWS EC2 Instance, or Linux
Server. |
-
Click Save.
The configuration item appears in the All Configuration Items list.
You can view CIs that you own in the My Configuration Items list.
