Use configuration item (CI) tags to group and organize CIs across your CMDB. Tags are
flexible labels that help teams filter, identify, and manage related CIs more efficiently. Apply
tags manually or populate them through discovery, imports, and APIs. Teams can use tags to
represent operational, business, or environment-specific metadata across different CI
types.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service that have CMDB and Service Graph enabled.
A tag consists of a label that helps identify or classify a CI. You can associate multiple
tags with a single CI. Teams can then use these tags to filter and locate related CIs across
the CMDB. You can create tags as key-value pairsor as single-value tags. For example, an
organization can use these tags:
Key-value tags
Environment:Production
BusinessService:Payments
MaintenanceWindow:Saturday
Single-value tags
CloudDiscovered
CustomerManaged
CI tags are available in:
CI records
List view filters
Search experiences
Discovery processes
APIs
Discovery and import processes can automatically associate tags with CIs when CIs are added
to CMDB. During CI import, CMDB also imports tags associated with configuration items.
Example A cloud operations team discovers Linux servers across AWS, Azure, and on-premises
environments. The team applies tags such as Environment:Production and CloudDiscovered to
identify production infrastructure quickly across the CMDB. During an incident investigation,
operators can filter CIs using these tags to identify affected systems more
efficiently.
Create Configuration Item Tag Create a configuration item (CI) tag to classify CIs and improve search and filtering across CMDB records, lists, and workflows . Use tags to represent operational, business, or environment-specific metadata on a CI record.
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