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            Set Up CMDB Using Salesforce Go

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            Set Up CMDB Using Salesforce Go

            Swiftly set up your CMDB in just a few steps by using Salesforce Go. Use the guided setup experience to turn on the CMDB feature, discovery options, and configure data population rules. Reduce manual setup and unlock core CMDB functionalities with single activation flows.

            Required Editions

            Available in: Lightning Experience
            Available in: Unlimited and Enterprise editions with Agentforce IT Service.
            1. From Setup, click Salesforce Go.
            2. Search for and select Configuration Management Database (CMDB).
            3. Click Get Started.
            4. Select Turn On Configuration Management Database (CMDB).
            5. Under Set Up the Basics, complete the steps.
              Use the checkboxes to help you track your progress.
              1. For Define Base CMDB Configuration, click Go to CMDB Administration.
              2. Create configuration item (CI) types, set attributes, and establish relationships.
              3. Turn on Auto Copy of CIs to IT Service.
                Configuration item details are populated in related IT service records, such as incident, problem, or change.
              4. For Set Up Auto Discovery of Assets, click Go to Feature Page.
              5. Set up scan targets and configure asset discovery to bring in configuration items.
            6. Go to Unlock Advanced Functionality.
              These settings identify and link assets to discovered CIs. If the system doesn’t find a match, it creates an asset.
              1. Select Turn On CI-to-Asset Creation and Linking.
              2. Configure a Default Asset Owner Account to provide a placeholder account for unassigned assets found during discovery.

            After completing CMDB setup, create CI types, define attributes, and import CI data. For more information, see Key Steps to Implement CMDB.

             
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