Permission Sets for CMDB

The Configuration Management Database (CMDB) permission sets provide different levels of access. The number of permission set licenses in your Salesforce org depends on your license configuration and on how your solution is packaged. Permission set licenses entitle users to access features that aren’t included in their user licenses.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
Included Permissions CMDB Permission Sets
IT Service Configuration Item Owner IT Service Configuration Item Reader IT Service Configuration Item Type Manager IT Service Configuration Item Type Reader IT Service Related Records Reader
View configuration items Yes Yes No No No
Create or edit configuration items No No No No No
Own and manage assigned configuration items Yes No No No No
View configuration item types No No No Yes No
Create or manage configuration item types No No Yes No No
View related records (Incident, Problem, Change, Release) No No No No Yes

The permission sets give access to these CMDB objects:

  • Configuration Item
  • Configuration Item Type
  • Configuration Item Attributes
  • Configuration Item Attribute Set
  • Configuration Item Relationship
  • Related Record Link

Additional Permission Sets

Permission Set Group Purpose
IT Service Configuration Item Owner Grants access to create and manage assigned configuration items and related records
IT Service Configuration Item and Asset Discovery Manager Grants access to create, manage, and view configuration items, configuration item types, and related relationships in CMDB.