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          Create a Default Account for Discovered Configuration Items Without an Owner

          Create a Default Account for Discovered Configuration Items Without an Owner

          Capture details about configuration items (CIs) that don’t have owner information by creating a default account. All assets found during the discovery process must be related to an Account ID or Contact ID, so the default account acts as a placeholder for the unassigned assets. This account is only used to create new assets. If an asset exists and matches a rule, the system updates the existing asset fields.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
          1. From the Salesforce Go page, find and select Configuration Management Database (CMDB).
          2. Click Go to Account.
          3. Click New.
          4. Select a record type.
            • If you’re using a business account, enter the account name.
            • If you’re using a person account, for Last Name, enter ASSET_CI_SYSTEM_ACCOUNT.
          5. Save your changes.
           
          Загрузка
          Salesforce Help | Article