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          Create a Custody Chain Entry

          Create a Custody Chain Entry

          Create a custody chain entry to track the possession of a custody item.

          Required Editions

          View supported product editions.
          User Permissions Needed
          To create custody chain entries: Evidence Management
          1. From the App Launcher, find and select Custody Chain Entries.
          2. Click New.
          3. Specify these details.
            1. For Custodian, select Account, Contact, or User. Then, search for and select a record.
            2. Search for and select a custody item.
            3. Optionally, search for and select a reference record.
            4. Select a status. For example, select New.
            5. To track the duration of custody, enter start and end dates.
            6. Optionally, select a status category. For example, select New.
            7. For Item Custody Site, select Address or Location. Then, search for and select a record.
            8. Select an item verification type.
            9. Optionally, enter a description.
          4. Save your work.
           
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          Salesforce Help | Article